Every business has a unique story. EO Advisors uncovers yours.
Our diverse backgrounds in finance and entrepreneurship enable us to identify strategic opportunities for your business and position you to achieve the optimal realization of your vision.
Every business has a unique story. EO Advisors uncovers yours.
Our diverse backgrounds in finance and entrepreneurship enable us to identify strategic opportunities for your business and position you to achieve the optimal realization of your vision.
EO ADVISORS
We are an integrated strategic advisory and investment banking firm.
EO Advisors was established in 2021 to bring the intellectual rigor of full-service investment banking to opportunities between the coasts. Our connected and experienced advisors apply a creative lens to uncover unique business stories, inform strategic direction, and advocate for owners’ personal and business goals - making us the trusted partner for discerning owners and entrepreneurs.
Dedicated to our clients and to leading exceptional deals.
We take the time to understand your unique story and the various components of value in your business, so you can confidently and successfully get to what’s next.
Passionate Advocates
We’re experienced in uncovering opportunities that optimize value for owners. We take pride in telling your story with the dedication and precision to ensure your enduring legacy.
Diversified Experience
Our team matches decades of global financial experience with local market perspectives and values, creating deep stakeholder relationships that result in preferred outcomes for our clients.
Intellectual Creativity
We're well-suited to address your unique business and transaction challenges. The best outcomes are found when diversified experience is applied with both creativity and rigor.
We help owners unlock superior value.
Regardless of your unique vision for success, our team is experienced in structuring tailored processes that consider all personal, business, and stakeholder objectives in achieving optimized outcomes.
Sell-Side M&A
Partnering with owners as they approach liquidity decisions to determine the optimal strategy, prepare the company and stakeholders for market engagement, and execute successful sell-side transactions.
Buy-Side M&A
Working alongside owners and management teams contemplating inorganic growth strategies to develop a focused acquisition thesis, approach targeted opportunities, and efficiently close acquisitions.
Strategic Advisory
Advising companies, owners, and boards of directors in areas such as corporate strategy, capital planning, growth, and market positioning.
Capital Formation
Supporting owners and ownership groups throughout the corporate lifecycle who are looking to fuel growth or strategic direction through debt and equity capital.
Trusted partners for your enduring legacy.
PARTNER
PARTNER
Doug Conner
PARTNER
Alex Shortle
Brian Mihelic
Supporting the communities in which we live and work.
COMMUNITY
EO contributes a portion of firm-wide gross revenue annually to organizations combating equity gaps. We prioritize organizations that promote education and enrichment opportunities to youth, particularly to those in marginalized communities.
