it’s our mission to make entrepreneur’s lives easier.

Let’s get started with yours.

Our Promise

  • We are a boutique firm comprised of excellent executives who are a joy to work with, as well.

  • Our formula for success ensures that no detail is missed and every opportunity is uncovered and navigated correctly.

  • Our enhanced software security and data privacy protocols ensure that your information is always confidential.

  • The resources of the best financial institutions, right at your fingertips.

  • We are able to better serve our companies by matching you with the experts you need, thanks to the deep relationships and networks we have developed.

The Redshift Philosophy is to empower you to maximize opportunities.

we work closely with each business and its advisors to discover your unique goals, navigate the life of your business from acquisition to exit, and maximize your returns along the way.

Discover How Redshift Can Add Value to You

life can get complicated, and business owners are people, too.

We have helped our clients through complex family and personal issues, we’ve made difficult situations frictionless for our executives, and we’ve advocated tirelessly to achieve goals that were not believed possible. We treat you like a person; valued, understood and then we leverage our processes to create innovative ideas and maximize your gains.

“Jessica answers every time i call and that is important to me. she has helped me through tough times and growth stages; she is my finance sherpa.”

— CEO, Professional Lubricants Manufacturing [company name confidential]

  • We develop the strategies to be more effective in boosting sales, improving cash flow and optimizing your overall business performance.

  • We help determine, through rigorous financial processes and market research, whether it may be time to branch out to new locations, develop new marketing campaigns and expand your brand’s footprint with the strategies that work.

  • We specialize in developing effective solutions to regulatory obstacles.

  • Our business specialists are adept at uncovering what you and your competitors are missing and ho to make your company stand out.

  • We help you budget efficiently with the tools and supplies which are most effective for your long-term success.

  • Every company and industry is subject to potential financial and operational risks. We work to develop internal controls, as well as risk management strategies to protect you.

  • Looking to sell your company, but don’t have a buyer in mind? Private equity firms are available to either invest in your company or buy it outright. It might be the right move if the firm is better poised to finance and foster necessary organizational change you can’t initiate on your own.

  • Does merging make sense to your industry? We examine industry size and success by looking at profitability, technology, product development and so on. Young industries might pursue a merger to control market share, but established industries have different motivations, stemming from plans to improve existing technology or expand product lines. In either case, we factor in industry weaknesses and how your merger could solve problems.

We guide your investments and take care of every detail.

  • The right move for your business could be to move up or move on. We help target the most cost- and growth-effective solutions to propel your company into the future.

  • We look carefully at future earnings potential and possible cash flows over time resulting from acquiring or joining forces with your targeted company. We use tried-and-true tactics to value each target company and help you forecast for the future.

  • Depending on the goal of the M&A transaction, we approache valuations from a few standpoints. If the target company is performing well, it’s a going concern and all assets are factored in, from brands and trademarks to technology and infrastructure. Of course, poorly-performing companies may only have one remaining option, so we’ll determine its liquidation value, tallying up potential earnings from selling physical assets.

  • The goal in any M&A transaction is positive future results. We conduct due diligence efforts to help buyers understand their target’s market position and growth opportunities, navigate regulatory issues and discover the potential value in altering or integrating business operations.

  • Both buyers and sellers prioritize completing their transaction, but maybe the details of the deal aren’t a strong suit. We step in as your trusted partner to help negotiate terms, from sale price to risk allocation and contract negotiation.

  • The buy side and sell side of an M&A transaction sees involvement from business bankers like us, as well as legal and financial counsel. We make it easy for all sides to collaborate through completion so you don’t have to worry about the intricacies of the deal. Our interim CEOs, CFOs and CMOs can even take a seat on your board to help guide you with a hands on approach.

  • Traditional M&A not the right fit? Buyers and sellers both benefit from management buyout (MBO). When a company’s management team acquires the business, opportunities abound for small business owners to make a profit while the buyer keeps the business running and pursues opportunities ranging from expanding operations to filing an IPO. We will assess your next steps.

  • After the transaction is complete, what will get your company operating the right way, following your brand mission and strategy? We act as your planning partner, executing strategic analysis to understand your business environment, strategy formulation to develop a plan for organizational change, implementation to begin plan rollout and monitoring to continually evaluate and refine your operations, culture and communications for success.

Schedule a Call with Our Executives