Canyon Lake

CONSULTING SERVICES

Wealth Diversification

Diversify wealth, reduce risk exposure, and enhance financial security. Focus vision on building future value rather than preserving existing value.

Growth Capital

Gain resources for strategic initiatives such as corporate acquisitions, product or service line expansions, new facilities and equipment, and-or R&D.

Personal Goals & Estate Planning

Provide financial security and time to pursue other areas of personal interest.

Succession

Provide management with equity, and plan for succession. Address how and when a company will be sold prior to a leadership void and unfavorable estate taxes. 

OUR PROCESS

​Through over seven decades of initiating transactions, we have observed that shareholders and management teams have three objectives when evaluating a transaction: 

Maximize Shareholder Value 

 Minimal Business Disruption

Strong Cultural Fit wth Buyer

 Confidentiality 

We provide a solution that serves companies first by introducing them to a qualified and motivated buyer in a confidential manner where they can first get to know the suitor. When our firm approaches a company, we represent a client who is attracted to that company. This confidential process ensures that employees, customers, competitors, and suppliers do not discover a company may be exploring options. It also allows a company to spend significant time with a prospective buyer so their values and objectives are clear. Building this relationship in advance promotes a successful long-term partnership. Our firm works with over five hundred nationally respected buyers and investors with specific merger and acquisition objectives, the resources to close, and the motivation to offer attractive terms.

ROMAN CONSULTING GROUP

5670 Wilshire Blvd.

Los Angeles, CA 90036

(323) 935-3500

Los Angeles

​The shareholders and management teams we work with pursue a transaction for one or more of the following reasons: