CKS Advisors

Investment Banking | Capital Advisory | Value Creation

“We Level the Playing Field for our Clients”

What We Do

Our dedicated team of professionals provide Investment Banking, Capital Advisory, and Value Creation Services to middle-market business owners across multiple industry verticals including manufacturing, business/consumer services, wholesale/distribution, transportation/logistics, construction, food service, technology, and healthcare.

Our Approach

A Results Driven Culture

  • Differentiated Strategy – One of the few firms in the Arizona market offering both Investment Banking AND Value Creation Advisory Services.
  • Hands on Approach – We utilize our experience as former business owners, advisors, and C-level executives at every level of the engagement.
  • Proven Track Record – Our seasoned professionals have helped numerous business owners in just about every industry.
  • Character and Credibility Count – Our Investment Banking professionals are FINRA registered representatives.


Dedicated Team

  • Senior-level attention is provided to every Client, every time
  • Dedicated to ensuring that our Clients achieve superior outcomes
  • We handle the heavy lifting so you can focus on running your business

Effective Process

  • Effective process enhances the opportunity that a desirable outcome will be attained
  • Our approach typically creates great opportunities for our Clients
  • We have access to a substantial network of qualified buyers for your company

Successful Track Record

  • We have a highly successful transaction closing rate*
  • Completed transactions in a variety of industries

*Not indicative of future results


CKS Advisors Wins ACG Deal of the Year

The ACG Deal of the Year award acknowledged, the sale of Heritage Windows and Doors (DBA Tashco Industries, Inc.) to Anderson Corporation, as Arizona’s most significant accomplishment relating to a notable merger, acquisition or capital markets transaction.

CKS Advisors is proud to be a member of the following organizations