Who We Work With
The partner owners & advisors rely on to maximize value and sustain growth
Who We Work With
The partner owners & advisors rely on to maximize value and sustain growth
Strategic Authority Built on Experience
5,000+
mid-market companies strategically evaluated
55+
successful enterprise transactions closed
38+
years of investment banking & growth advisory
Empowering Owners & Advisors to Create Value Through Strategic Clarity
The Horwich Strategic Advisors (HSA) team empowers business owners and their advisors to transform companies into high-value assets.
As the objective and strategic experts, we remove guesswork, secure successful exits, and ensure our professional partners can confidently deliver maximum wealth and clarity to their clients.
Business Owners
Facing a growth ceiling or planning a future exit? Get a custom plan to maximize value and transform your company into an exit-ready enterprise.
Wealth Managers
Ensure clients’ businesses are strategically optimized & well-positioned to achieve their financial goals in the form of future growth or a timely exit
Corporate & Transactional Attorneys
Facilitate deal-critical analysis and meticulous planning for business owner clients who need an objective and unbiased third-party perspective.
Investment Bankers
Transformative insights to help bankers and M&A advisors eliminate deal roadblocks, increase multiples, and ensure smooth, secure transactions.
Our Services
For HSA referral partners & business owners
Growth Strategies
Get a roadmap that unlocks true value for sustainable, profitable growth
Value Creation
Increase growth & profitability, not just revenue, based on deep-dive analyses
Transaction Preparation
Identify vulnerabilities and secure maximum value for a seamless exit
Succession Planning
Ensure stable operations, strategic continuity, and preserve value
Company-Specific Corporate Finance
Optimize capital, debt, and equity with a customized finance plan
Growth Strategies
Value Creation
Transaction Preparation
Market Check
Featured Case Studies
Healthcare Technology | Sale Prep Project
A healthcare technology company that leverages AI for clinical trials sought HSA principals’ guidance among two prospective offers and an evolving industry landscape. After we helped the client’s owners evaluate the offers on the table, the client decided to shop the business more broadly. Given this conclusion, HSA’s principals advised the owners on the selection of an investment banking firm.
We acted as a sounding board throughout the merger process by providing continuous support to help with navigating a complex transaction and ensuring a smooth transition. After a thorough search, a merger of entities took place with a leading independent contract research organization dedicated to imaging in clinical trials.
Entertainment Industry Equipment Leasing Company | Corporate Finance Project
HSA advised a leading entertainment equipment lessor on a $50 million debt placement to fund a period of rapid growth. Recognizing the strength of the private capital market, we identified and engaged specialized investment bankers to run a competitive process.
The presence of outside competition compelled the incumbent lender to offer a superior refinancing proposal to retain the account. The result was significantly higher credit availability, improved interest rates and covenants, and — most importantly — the elimination of the owner’s personal guarantee. The transaction closed in under three weeks, securing optimal terms while removing personal financial risk.
Hear From HSA Partners
