Our Business

CRI Capital Advisors is a nationally recognized investment bank, specializing in the preparation, positioning, and sale of family-owned and closely-held companies. These companies have unique dynamics and surprising complexities that require specific focus and attention. CRI Capital Advisors has extensive experience in navigating the path toward a successful outcome for clients facing the opportunities and challenges specific to family-owned and closely-held companies.

Our committed team of mergers and acquisitions professionals provides guidance and support toward the client’s targeted outcome including: a complete sale of a company, a partial sale of a company, and preparation for eventual sale. When partnering with CRI Capital Advisors, you can expect the highest level of attention and respect from the senior-most members of the firm. Supported by a parent company comprised of more than 2,000 tax, audit, financial, and valuation professionals, we deliver tailored advice and precise execution for each client.