Schwartz Heslin Group, Inc.

TRUSTED BUSINESS ADVISORS SINCE 1985

Investment Banking, Strategic Advisory, and Valuation Services

Schwartz Heslin Group (SHG) was founded in 1985 to offer its’ clients a unique blend of investment banking and strategic advisory services designed to meet the specific needs of middle market companies, financial sponsors, and entrepreneurs across the globe. Since inception, the firm has relied on specialized business professionals, adept at both strategic advisory and traditional investment banking, allowing them to act as a trusted advisor to hundreds of clients worldwide, across various industries. The firm operates with the symbiotic approach of combining financial and operational expertise, providing clients with independent, relationship-focused deliverables that allow SHG to consistently act in the clients’ best interest.

All securities assignments are completed through Avalon Securities, Ltd. a FINRA and SEC registered broker-dealer.
www.avalonnetworth.com
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Service Offerings

Investment Banking

We have expertise in mergers & acquisitions, capital raising, divestitures and other corporate finance issues.

Strategic Advisory

Functional expertise in a host of strategic corporate challenges including operational and managerial issues

Valuation Services

Schwartz Heslin Group has performed hundreds of valuations for a variety of purposes and for a diverse group of clients

OUR GUIDING PRINCIPLES

SHG has been a trusted advisor to hundreds of clients for 33 years. This success can be attributed to the set of core principles exhibited by each SHG stakeholder.