St. Petersburg, Florida

Capital advisory, commercial strategy and technology.

For owners of established, privately held companies in the United States and the Caribbean.

01
The firm

A consulting firm in St. Petersburg, Florida, advising owners of privately held companies across the United States and the Caribbean.

Most clients come to us for one thing and stay for the next. Growth, the systems under it and the eventual exit are one conversation, so we run all of it from one file.

Every engagement is partner led, from the first call to close.

Reach
  • United States
  • Caribbean
  • Germany
  • Hong Kong
  • Spain
  • Australia
ConfidentialityClient identities and deal terms stay confidential, during the engagement and after.
02
Practice 01

Capital
Advisory

Sell-side M&A and transaction advisory for owners of privately held companies. Some are ready to sell. Some have had an approach they did not ask for. Others want to know what the business would command in three years.

Partner ledPrincipals hold Series 7, Series 66 and SIE.
  • Sell-side M&A→Exclusive mandates, from preparation to close.
  • Exit readiness→
  • Valuation→What the business is worth today, and what moves the number.
  • Quality of earnings→
  • Capital structure advisory→
  • Buy-side and acquisitions→
  • Financial and operational diligence→
  • Post-close integration→
Capital Advisory
Practice 02

Commercial &
Technology

Business development for companies whose growth has slowed while costs keep rising. Alongside it, the software, film and automation that carry the work, built around what is already running.

Product films by Bevsan Motion
01
↗
Product films

Launch films and brand video

Launch films, campaigns and the stills that go with them, cut for broadcast, social and paid.

02
↗
Custom apps

Software and mobile builds

Operational platforms, portals and native mobile builds on your own data, owned outright. One build, paid for once.

03
↗
Websites

Sites that move

Scroll and motion-driven sites built to convert. Firm, product and portfolio sites.

04
↗
Automated agents

Voice and AI agents

Agents that answer the phone, handle intake and write straight into the CRM.

Business development
  • Strategic partnerships01
  • Key introductions02
  • Outbound and campaign programs03
  • Pipeline design04
  • Channel and distribution development05
  • Market entry06
Positioning
  • Positioning and messaging07
  • Psychographic mapping08
  • Pricing and packaging09
  • Copywriting10
Systems
  • System implementation11
  • CRM, project and practice platforms12
  • Automation and integrations13
  • Team training14
03
Industries

Where we have done the work.

04
What we believe

Values.

01

Faith

We are a Christian, faith-based firm. It is where our integrity comes from, it is what keeps us careful, and we give God the credit for whatever we have built here. Everything below it starts there.

02

Integrity

We are straight with clients even when being straight costs us money.

03

Selectivity

We practice what we preach, and regularly turn down opportunities that are not the right fit, because that leads to better outcomes for everyone involved.

04

Client obsessed

If a client is upset, we failed. Full stop. We work out what went wrong, we fix it, and we do not do it twice.

Talk to us

Every engagement starts with a direct conversation about the decision in front of you.

Office7901 4th Street N, Suite 300
St. Petersburg, Florida 33702