The Schwartz Heslin Group provides an extensive range of investment banking, corporate finance and strategic financial advisory services. We work with both private and public companies. Based on years of completed transactions, SHG's senior bankers bring broad financial skills to structuring merger, acquisition and sale transactions as well as negotiation of sale and purchase terms. Services include due diligence, valuation analysis of client and target companies, introductions to underwriters and sources of funding, as well as negotiation assistance throughout the process. We offer specific strength in a number of industries including manufacturing, retail, distribution, healthcare, media, financial services and many other industries.

SHG has formed a close association with Avalon Securities, Ltd, an SEC and FINRA registered broker-dealer, to assist clients that require private placement or other transactional work. This alliance creates a combined complement of senior executives with financial expertise and successful operating experience in a variety of industries that enhances and leverages the scope of client services offered. SHG’s and Avalon’s senior executives have a track record of completed assignments and bring a client centric focus to each assignment. The alliance between SHG and Avalon enhances each firm’s inherent strengths and leverages the ability to offer both public, private and family-owned companies a full array of transaction, advisory and valuation services

Avalon Group, LTD.

Avalon and its affiliate, Avalon Securities, LTD one of the few woman-owned FINRA registered investment banks, were founded in 1992. With offices in New York and Dallas, Avalon offers transaction and corporate finance advisory services to public and private middle market companies in the consumer products, specialty retail, biotechnology, healthcare, and alternative energy sectors. Avalon provides execution capabilities in equity and/or debt capital raising, private placements and mergers & acquisitions transactions.