A Wealth of Experience

In these difficult times, the advisory needs of middle market companies are both varied and challenging.  Through its wholly owned FINRA registered broker dealer and a separate consulting company, CKS Advisors, LLC, is a private, middle market investment bank and advisory firm that provides its clients with senior level guidance to successfully navigate through the corporate waters with the following services:

• Advising sellers and buyers on mergers and acquisitions,
• Raising capital for a variety of owner and operational purposes,
• Providing turn-around and financial restructuring services,
• Helping owners manage growth related challenges,
• Providing other top level financial advisory services such as acquisition due diligence, company and security valuations and fairness opinions

The reasons to choose CKS are as follows:

Deep Experience

CKS’s competitive advantage is the broad and deep experience of its managing directors.  Each of our Managing Directors has no less than 25 years of experience in their areas of specialty.  And each has experience as members of senior management and/or business owners.  That deep experience is brought to bear on every assignment we undertake.

Broad Skill Sets

CKS’ professional staff has a broad range of skill sets, in finance, mergers and acquisitions, troubled situations and growth and succession planning.  And each managing director has owned or operated their own business.  With those varied skill sets, we do not jam square pegs into round holes.  Instead, we figure out and implement the solution that best works for each client.

Proven Track Record

CKS’s professional staff has successfully advised numerous companies of varying sizes on varying needs.  As the list of transactions on which we have worked spells out, over the course of their careers the CKS team has collectively advised on and completed over 100 corporate financings, 50 M&A transactions, and more than 50 consulting engagements.