Industries We Serve

Investment Banking & M&A

Investment Banking & M&A

Strategic Transactions. Institutional Execution. Enduring Value.

Kreshmore Group advises middle-market companies, boards, and investors on mergers, acquisitions, and strategic capital transactions that define the next chapter of growth and transformation. Our team blends investment banking discipline with restructuring acumen — delivering judgment, precision, and creativity across both conventional and special-situation mandates.
Our Clients

Who we serve

We advise management teams, boards of directors, and creditor constituencies facing inflection points — whether triggered by liquidity pressure, covenant defaults, performance deterioration, or strategic transition. Our balanced experience representing both debtors and creditors enables us to anticipate competing interests, align stakeholders, and execute solutions with speed and credibility.

Our clients often find themselves navigating unprecedented business challenges: supply chain disruptions compounding margin pressure, rapid market shifts requiring operational pivots, or legacy capital structures incompatible with current performance realities. In these moments, leadership teams need more than analysis — they need a trusted advisor who can stabilize operations, communicate effectively with lenders and investors, and chart a credible path forward.
Institutional grade support

Service Capabilities

Kreshmore's Investment Banking & M&A practice delivers a comprehensive suite of corporate finance advisory services, guided by institutional standards and middle-market focus.

Execution of full and limited sale processes for private and sponsor-backed enterprises, including market positioning, valuation analysis, buyer engagement, and negotiation management. We guide ownership through every decision — from timing and process design to final transaction structure — ensuring that the outcome reflects years of value creation and positions stakeholders for their next objectives.

Strategic acquisition searches, diligence coordination, diligence spearheading, quality of earnings preparation, and valuation modeling for consolidators, investors, and corporate acquirers. Our approach combines rigorous financial analysis with operational due diligence, helping buyers identify value drivers, assess integration risks, and structure transactions that create sustainable competitive advantages.

Structured liquidity events that align ownership objectives with long-term growth, including majority, minority, and hybrid recapitalizations. We work closely with management teams and ownership groups to evaluate capital partners, structure governance frameworks, and negotiate terms that preserve operational autonomy while providing liquidity and growth capital.

Planning and execution of corporate divestitures, spin-offs, and post-merger integrations that preserve continuity and enterprise value. Our team has advised on complex separations requiring operational untangling, transition services agreements, and standalone capital structures — delivering outcomes that position both the divested business and parent entity for continued success.

Kreshmore advises management teams, ownership groups, and sponsors on optimizing their capital structures and sourcing institutional debt solutions aligned with strategic objectives. Our experience spans the full credit spectrum — from traditional bank facilities to structured and asset-backed finance:

  • Working Capital Lines of Credit
  • Senior Cash-Flow Loans
  • Partner Buyouts & Dividend Recapitalizations
  • Equipment & Project Financing
  • Asset-Based Lending (ABL) & Factoring Facilities
  • Mezzanine & Unitranche Financing
  • SBA and Government-Backed Loan Programs
  • Bridge & Construction Financing
  • Real Estate Secured Term Loans
  • Loan & Portfolio Consolidation / Rebalancing
  • Syndicated Loan Products

Kreshmore provides defensible business valuations to support financial reporting, strategic planning, and legal compliance needs. We deliver both certified and non-certified valuation opinions depending on the engagement scope and intended use. Our work supports a wide range of purposes, including:

  • Estate and succession planning
  • Strategic and corporate planning
  • Partner buyouts and disputes
  • Bank financing
  • Litigation support
  • IRS and 706 filings
  • Shareholder transactions

Our analyses incorporate income, market, and asset-based methodologies — producing valuation opinions that are technically sound, well-documented, and suitable for presentation to boards, auditors, lenders, and regulatory authorities.

Independent, data-driven analyses supporting fiduciary decisions, governance standards, and transaction approvals. Our fairness opinions provide boards and special committees with the analytical foundation to demonstrate that proposed transactions are fair from a financial point of view, satisfying legal and governance obligations while protecting against post-transaction challenges.

Strategic finance support, scenario analysis, and financial architecture that inform transaction readiness and future growth initiatives. We work with management teams to build integrated financial models, evaluate acquisition targets, and develop capital allocation frameworks that support long-term strategic objectives.

We advise debtors, boards, and creditor constituencies through going-concern and asset sales, often under challenging timelines and complex capital structures. Our experience spans Section 363 transactions, Article 9 UCC sales, receiverships, and out-of-court processes, where Kreshmore's command of both operational and financial dynamics drives value preservation and continuity of enterprise.

Trusted Advisor to Leading Companies
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Contact Us

Contact the Senior Leadership Team

For confidential consultation or to discuss an active restructuring situation, please reach out to the Kreshmore Senior Leadership team at the contacts below.

Anthony Lazzara - Sr. Managing Director

Joseph Wabick - Managing Partner

Mike Fritz - Sr. M&A Advisor

Service Testimonials

What people say

“Selling the company we’d built for 25 years felt bigger than any decision we’d made before. Kreshmore didn’t treat it like a brochure exercise—they ran a disciplined process, prepared us for buyer diligence, and kept negotiations moving when things got complicated. Their team was practical, direct, and available at every stage. We closed with a partner that was right for the business and our employees, and we finished with confidence we made the smart call.”

- Geza V.
President
Meridian Freight Holdings
Numbers don't lie

Kreshmore By The Numbers

Kreshmore has advised on transactions and engagements across a wide range of industries, including industrials and manufacturing, transportation and logistics, real estate, consumer and hospitality, energy and renewables, technology, healthcare, aerospace and defense, and niche specialty services.

$ B+

Liabilities restructured across multiple sectors

$ M

Average client revenue

Average annual engagements

Years aggregate team experience

$ M+

Transaction experience ranging from $1M - $500M+
LET'S CONNECT

Ingenuity At Work

Problem solving is what we do. Our team is focused on adding value throughout every step of the process.
Chicago, IL

14216 McCarthy Road, Lemont, IL 60439

Naples, FL

3080 Tamiami Trail E., Suite 301, Naples, FL 34112

Registered M&A Business Broker in relevant active states; Member of ACG of Chicago, Axial Networks, MBBI and TMA. Testimonials may not be representative of the experience of all clients. Securities transactions conducted through StillPoint Capital, Member FINRA/SIPC, Tampa, FL. Certain members of Kreshmore Group are Registered Representatives of the Broker Dealer StillPoint Capital, LLC. Kreshmore Group and StillPoint Capital, LLC are not affiliated entities. For more information on Registered Representatives and Broker Dealers visit BrokerCheck.

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