SteinCapitalAdvisors, LLC is a boutique transactional firm specializing in mergers & acquisitions, business valuation, and income tax strategy. Stein Capital brings high quality investment banking and surrogate CFO services to the small and middle market. SCA brings specialized financial expertise to Companies and Individuals that traditionally are overlooked by firms with similar levels of sophistication, knowledge, and quality.
SCA provides the following services:
- Buy and Sell Side Advisory Services
- Business Modeling and Financial Forecasting
- Balance Sheet Restructuring
- Bank Debt Structuring
- Income Tax Planning & Strategy
- Transaction Negotiation Support
- Strategic Planning
- Fundraising
- Product Positioning
- Business Plan Development
Stein Capital's principals have an extensive background in financial advisory services, with each having a specific area of expertise that complements the other. Individuals have completed hundreds of engagements throughout their careers, and this extensive experience can be brought to bear on the challenges facing small businesses today.