Strategic Equity Group

Strategic Equity Group (SEG) provides investment banking and valuation advisory services to middle market companies.

SEG provides the service that you would expect from a boutique firm, and the experience and expertise usually only found in larger firms. We are a relationship driven, results oriented firm that specializes in the following areas:

Merger & Acquisition Advisory
Business Valuations, Fairness & Financial Opinions
Corporate Finance
ESOP Formation & Valuation
Financial Reporting & Tax Compliance
Distressed Situations

Our Client roster includes closely-held middle market companies as well as Fortune 500 companies across a wide spectrum of business sectors including technology, service, and manufacturing.

At SEG, we are committed to helping our Clients achieve their goals while exceeding their expectations. Experience, integrity, results… not an empty promise, but the attributes that are put to work for you when you retain the services of SEG.

Specialties

Merger & Acquisition Advisory, ESOP Formation & Valuation, Financial Reporting & Tax Compliance, Business Valuations, Fairness Opinions, Financial Opinions, Investment Banking, Valuation Advisory