Experienced Professionals
We have extensive transactional experience and deep expertise in investment banking, finance, executive management, strategy, and operations: cumulative team experience in working on over 500 transactions. Our team is comprised of fully licensed registered representatives (NASD Series 7 and 63) and brings a wealth of industry expertise that our clients rely on to guide them through their most important and complex decisions.

Industry Experts
Our team has advised hundreds of leading middle market companies across a broad range of industries. In-depth industry knowledge enables USBX Advisory Services to have a high impact on client assignments. Our industry specialization allows us to quickly gain an understanding of our clients' industry, the markets they serve, and their competitive position, ultimately maximizing value.

Senior Attention
Our senior professionals are directly involved in all of our engagements. Our senior investment bankers have a breadth of experience unmatched in the middle market, providing leadership in every transaction.