Kaulkin Ginsberg is the leading transaction advisor for the outsourced business services (OBS) industry. We will work with you to develop a customized and effective growth and exit strategy that meets the unique needs of your company. Our professionals pride ourselves on getting deals done and maximizing value for our clients.

Buy-Side Advisory

Kaulkin Ginsberg’s professionals will provide you with the knowledge and expertise needed to make successful strategic acquisitions. Our objective and data driven approach involves developing key investment criteria and target lists, establishing confidential communications with target companies on your behalf, collecting and analyzing company-specific data, and facilitating the valuation and closing process. We believe you will feel confident in the long-term value of any acquisition with our experts on your side.

Sell-Side Advisory

Kaulkin Ginsberg’s professionals will provide a transactional valuation and pre-sale assessment of your business prior to initiating a sell-side process. Once a target valuation is established, we support you through the development of buyer lists and marketing materials, execution of a letter of intent, and completion of due diligence and definitive purchase agreements. Ultimately, we want you to feel confident that the sale of your business helped achieve your long-term financial goals.

What our clients are saying:

“This would not have happened without you. Thank you for your hard work, diligence, and passion. I often felt like you acted as though you had just as much at stake as we did. You are a pro at what you do and we were lucky to have you represent us!”

– Tony Michel

Pinnacle Financial Group

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