Our Story

We’ve been providing middle-market business owners with sophisticated financial services since 1997. Over the years, we have established a well-deserved reputation as a trusted partner and skilled team member, providing sound advice and top-notch service. You can depend on us to deliver maximum results. 

Our business-savvy people are at the heart of our success. Every client receives senior-level support from experts who have owned and managed companies just like yours. Like you, our specialists are experienced business owners who have faced the big challenges that define today’s entrepreneurs. They understand the complexities and demands of operating a profitable enterprise, and they know how to deliver the highly satisfying outcome you deserve. 

All our advisors are FINRA-credentialed investment bankers. You can be certain you are working with professionals who possess the knowledge to perform all the critical functions required to bring your transaction to a successful close. 

Working with us? Working with someone else? Regardless of who you pick for your transaction partner, always confirm that your advisor holds a FINRA Series 79 license. Check their status at FINRA’s Broker Check. All of us at PCE are listed there.

Why work with PCE?

With PCE, you get the broad capabilities of a full-service firm. You also get the personalized attention of a boutique business. Your needs are our top priority, and at times, you might even get the impression that you’re our only client. That’s our goal! We’ll render advice and solutions carefully tailored to meet your specific needs. 

Navigate critical business decisions confidently

We specialize in both investment banking and valuation services. Our full-service offering delivers results informed by a combination of market intelligence and valuation principles. Count on us to help you navigate critical business decisions with confidence.

Maximize your options

Unlike many firms, we have experience with both traditional M&A transactions and ESOP liquidity strategies, so we can effectively guide you in considering all liquidity options. We listen carefully to understand what is most important to you. Working together, we craft the right strategy that will get you the best results.


Get impartial recommendations

You’ll always receive our unbiased advice because our compensation isn’t based on individual commissions. We work as a team to achieve the optimal outcome for YOU. 

Gain peace of mind knowing your bases are covered

We’ve seen business from every angle. Our team includes entrepreneurs, lenders, Federal Reserve board members, and international investors. You’re in experienced hands, with senior-level service guaranteed.

Count on our unwavering integrity

We hold ourselves to the highest ethical standards and insist on complete transparency and vigilance. We know we have to earn your trust, and we’ll do that by actively listening to, communicating openly with, and always going the extra mile for you. 

Our team

Our team members are seasoned investment bankers and valuation specialists. We’re highly credentialed with impressive track records. Most important, we bring a wealth of both operational and transactional understanding to every relationship. 

We’re also highly creative in our approach, always looking for the most advantageous solution. We’ll help you identify your goals, and then we’ll find the best way to make them happen. 

Work with us

Are you a self-starter? Highly motivated? Detail-oriented? We’re looking for individuals who can tick all these boxes.

At PCE, team spirit is at the core of our ethos. Our colleagues understand what it means to work as a close team, complementing the significant efforts of all. Only as a team will we succeed and prosper.

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