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JM Advisors
We are the business investment advisor you can trust. We specialize in tailored financial services, providing customized, strategic guidance for small and mid-market companies focused on growth, value creation, and strategic financial management.
Business Focused
Comprehensive Investment Services
We offer a range of personalized, private investment banking advisory services for small to midsize and early-stage devlopment companies.
Fund Raising
We connect businesses with both equity and debt financing solutions, drawing on our network of institutional and private investors to support your company’s growth initiatives.
Mergers Acquisitions (M&A)
Whether you are acquiring, selling, or merging, our M&A services ensure smooth transactions that enhance your company’s value and operational synergy.
Corporate Restructuring
We can assist or completely manage restructuring your company’s financial infrastructure. We are experts at optimizing operational efficiency and positioning your business for long-term success.
Financial Solutions
Tailored Strategies | Concierge Service
JM Advisors' personal touch and deep experiential background ensures your financial strategies align with your specific business goals.
Positioning for New Capital
We have deep experience in developing, packaging and presenting your company’s story to the capital markets in a way that assures success, so you don’t waste time with solicitors only looking for “the next deal”.
Governance & Risk Management
We provide advise and solutions for strengthening your company’s corporate governance and risk management infrastructure to mitigate financial risks through effective risk assessment strategies and customized, creative insurance plans.
Private Equity Venture Capital
Get affordable access to private equity and venture capital markets for both debt and equity opportunities that empower your business to innovate, expand, and grow strategically.
Succession Planning
We help you navigate leadership transitions to ensure the continuity and long-term success of your business.
Innovation + Experience
Your Personal, Private Investment Banking Double Threat