We’re your advocate, every step of the way.

There is no single right way to buy, sell, or grow a business. Our experienced advisors and rigorous process ensure you won’t stop short of your vision for success.

At EO Advisors, we are guided by a deeply felt perspective on how best to serve clients and stakeholders.

Passionate advocates for you and your vision.

We’re storytellers at heart. Navigating and effectively communicating your complete narrative requires intellectual curiosity, patience, and a passionate commitment to a successful close. As your partners, we ask the questions necessary and follow the paths required to deliver optimized outcomes.

Diversified experience for a well-rounded perspective.

All partners of EO began their careers in tier-1 financial markets, learning the investment banking trade surrounded by the leading minds in financial services. Our experience leading complex, global transactions combined with our dedication to intentional client relationships uniquely qualifies us to lead successful private transactions. Our commitment to this approach is why you'll see multiple senior leaders on every deal we execute.

Intellectual creativity is woven into our dealmaking process.

We're well-positioned to address unique business and transaction challenges, as we understand every owner has a unique vision for success. Our tailored approach provides the time and flexibility necessary to understand on your unique situation and goals, while positioning you and your company for the best possible outcome.