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CMBIgroup ®
CMBIgroup provides financial advisory services to emerging and lower middle-market companies. We offer outsourced CFO services, lead strategic planning projects, and guide clients through complex transactions like capital raises and mergers & acquisitions.

Our Focus and Experience
​Lower middle-market companies often lack access to strategic advice and capital that larger, more traditional private and public companies enjoy. We help level the playing field for these businesses with our unique combination of experience:

  • Capital markets expertise typical of larger investment-banking firms
  • Investing, advising, and running Lower-Middle-Market businesses for 20 years
  • Best practices gleaned from managing billion-dollar tech businesses for 8 years

Client-Centered and Collaborative
Every relationship starts with understanding our client's objectives and determining together if our expertise will add value. We aim to align completely with our client's objectives and focus equally on all relevant growth and transition solutions. We work collaboratively with all parties, including existing advisors, and can tap our own network of trusted partners as needed.

Planning and Execution
We take great care to make our comprehensive planning process for growing and exiting companies accessible to business owners. We help simplify a complicated process and then execute the plan to accomplish each client's goals.