CKS Advisors

Investment Banking | Advisory Services

“I built a great company, now what do I do with it? What are my options?”

It’s taken years of hard work, dedication, and sacrifice. You’ve succeeded and built a profitable business. But what’s next? Whether it’s time to transition the ownership of your business or you wish to explore growth options, the CKS Advisors team can help.

What We Do

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

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 – unlike many transaction advisors in the market.


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

  • CKS Advisors has an ~85%* closing rate (vs. ~20% industry average)
  • We have completed transactions in a variety of industries

*Not indicative of Future Results


CKS Advisors Wins ACG Deal of the Year

Investment Banking

Sell Side | Buy Side | Capital Raising

Value Creation Advisory

Effective Transition Strategies

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