Overview

Whitestone Associates is an independent investment market advisory and transaction firm that serves entrepreneurs, closely-held and middle-market companies, divisions of large corporations, private equity sponsors, and financial investors. It provides high-quality, confidential guidance and execution support for strategic planning, alliances, mergers and acquisitions, divestitures, market development, and raising debt or equity. The company’s offerings work by embedding veteran advisors into a client’s team to address a full range of business issues with a hands-on, objective approach, leveraging deep industry experience and rigorous processes. The key differentiators are its senior, trusted advisers who emphasize quality relationships, original thinking, objectivity, and confidentiality, along with a direct, practice-oriented execution style. Whitestone’s goal is to help clients reach their strategic objectives and maximize value through thoughtful advisory and transactional services.