We advise companies in middle market M&A transactions and financing. Our clients are middle market and entrepreneur-owned companies, generally with revenues between $10 and $200 million.

Our service offerings include:

Our senior professionals have advised in more than 50 transactions and have experience in a range of industries. In addition, we are backed by the expertise and resources of Keiter, a leading Virginia public accounting and advisory firm with interrelated expertise in quality of earnings, due diligence, tax structuring, and succession planning.


Thought Leadership

  • Gifting in a GoFundMe World

    By Kari Jolly, Tax Senior Associate | Not-for-Profit Team Are crowdsourced fundraising donations tax deductible? If you have a social media account, be it Twitter, Facebook, or any other of th […]

  • Protect your identity before it’s too late!

    By Stephanie Casey, CPA, Tax Senior Manager | Family, Executive & Entrepreneur Advisory Services Team An Overview of the IRS Identity Protection PIN Program What is tax identity theft? Ta […]

  • Congress Voices Frustration Over IRS System Challenges and Taxpayer Backlog

    By Gary G. Wallace, CPA, Managing Partner | Keiter Tax Team COVID-19 Adds Additional Burden to IRS Systems Prior to COVID-19, the IRS faced numerous service and technology challenges due to bu […]

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  • Insights from Performance Food Group’s Earnings Announcement February 2021

    Emerging Themes from Performance Food Group’s Earnings Announcement PFG shared their thoughts on their quarterly earnings update on February 3, 2021. There were several key themes that emerged from the call: Continued Integration of Reinhart.  PFG’s CEO George Holm, said that “The integration of Reinhart continues to meet our original expectations…”. He confirmed the transaction […]

  • Keiter Advisors announces the sale of Cara Donna Provision Company

    Transaction Advisory Keiter Advisors (formerly known as Keiter Stephens Advisors (“KSA”)) is pleased to announce the successful sale of Cara Donna Provision Company (the “Company”) located just outside of Boston, MA. to US Foods (“USF”). USF has agreed to acquire the assets of the Company in a transaction scheduled to close on March 4, 2016. […]

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