Our experienced team provides middle market business owners with award-winning investment banking, valuation, advisory and ESOP services. Since 1997, PCE has offered clients the sophistication of a full-service firm with the individualized attention of a boutique firm.

Investment Banking

Investment Banking

Buy side, sell side, corporate finance, and fairness opinions

Valuation

Valuation

Business valuations, estate and gift, financial reporting, litigation support, ESOP, fairness and solvency opinions

ESOP

ESOP

Feasibility studies, transaction services, corporate finance, trustee advisory, fairness and solvency opinions

Advisory

Advisory

Strategic analysis, succession planning, management consulting, restructuring and turnarounds

Experience

Experience

Our senior advisors have owned and managed middle market businesses

Industries

Industries

We serve more than a dozen diverse categories of industries

You

You built your business on your commitment to your clients and your uncompromising standards. You succeed by seeing opportunities where others don’t and adapting your company for growth. We can help you leverage your success and reach your professional and personal goals.

Our Clients

Our clients’ best interests always come first. We are committed to client education so that all clients feel empowered to make critical decisions that affect their business, personnel and financial future. Every client receives senior level support from our expert advisors.

Us

PCE provides middle market business owners with award-winning investment banking, valuation, advisory and ESOP services. From growth strategies and exit events to valuations and Employee Stock Ownership Plans, we provide a full range of services for business owners.

Tri-City Electrical Contractors

“The team at PCE was vital to the successful implementation of the ESOP and we enjoyed working with them throughout the process.”

Jack Olmstead, President
Tri-City
Physician Associates

“What a great experience we had working with PCE. They were completely responsive to our needs and were always two steps ahead, leading us expertly through a very complicated process. PCE helped to take a lot of the pressure off of our decision-making. I can’t imagine having done this without them.”

Dennis Buhring, CEO
Physician Associates
Zak Incorporated

“PCE ran a great process that provided an optimal outcome for me and my team. I greatly appreciate all of their hard work. My goals for the sale of the company my family built have been surpassed.”

Douglas Zak, President
Zak Incorporated
Burkhalter

“PCE has been a trusted advisor formally and informally over the years.  I appreciate their guidance throughout this process.”

Delynn Burkhalter, President & CEO
Burkhalter
ESOP Webcast

Employee Stock Ownership Plans (ESOPs): Latest Trends and Developments in the 2017 Landscape

Join David Jasmund, PCE, and other panelists for an upcoming ESOP event on June 1st from 3:00 p.m. to 5:00 p.m. EST as they discuss trends and developments for ESOPs

For more information >>

David Jasmund
eBook Download
E-books available for download

Our advisors take time to educate clients on all their options, so that they feel empowered to make decisions about their future. We offer free e-books to help you learn about your options.