Corporate Advisory Solutions, LLC
Corporate Advisory Solutions, LLC presents itself as an independent Investment and Merchant Banking firm and M&A advisor to global tech-enabled Outsourced Business Services companies. Its stated services include exit preparation, buy-side and sell-side transaction advisory, valuation, strategic advisory, and selective growth-capital investment opportunities.
What stands out about Corporate Advisory Solutions, LLC
CAS publicly focuses on global tech-enabled Outsourced Business Services and supports both sell-side and buy-side assignments, including preparation, valuation, buyer or target identification, due diligence, negotiation, and transaction facilitation. CAS states that it is not a registered broker-dealer and that securities are offered through separate, unaffiliated Finalis Securities LLC, a FINRA/SIPC member.[1][2][3][4][5][6]
What does Corporate Advisory Solutions, LLC do?
Corporate Advisory Solutions, LLC (CAS) describes itself as an independent Investment and Merchant Banking firm and an M&A advisor to global tech-enabled Outsourced Business Services companies.
CAS publicly lists M&A exit preparation, strategic advisory, transaction advisory, valuation services, and investment opportunities. It states that it works with businesses ranging from small-medium businesses to large enterprises and blue-chip clients.[1][5]
CAS’s stated services include exit preparation, strategic advisory, transaction advisory, valuation, and investment opportunities. Its exit-preparation process may include market valuation assessment, buyer identification, value-driver and detractor analysis, market-trend analysis, technology review, market intelligence, due diligence, executive assessment, compliance assessment, virtual data-room support, and financial and operational review.
For buy-side assignments, CAS describes target identification, evaluation, negotiation, due diligence, deal structuring, and transaction facilitation. Its sell-side services include exit strategy, marketing materials, buyer identification, and negotiation. CAS also states that it assists with distressed sales of delinquent or rehabilitated consumer or commercial account portfolios and may support financing for specific projects or engagements.[1][2][3]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Corporate Advisory Solutions, LLC?
An owner evaluating CAS should clarify which entity will sign the engagement letter and receive fees, including the respective roles of CAS and Finalis Securities LLC. The engagement discussion should address the fee structure, expenses, tail, exclusivity, termination provisions, buyer-outreach process, conflicts policy, and the scope of any securities-related work.
CAS’s public materials describe a preparation-oriented process for tech-enabled OBS businesses, including valuation, buyer identification, market positioning, technology and compliance review, data-room preparation, due diligence, negotiation, and sell-side execution. The sources cited for this profile do not establish transaction values, consideration terms, a universal fee schedule, or standardized seller mandate terms.[1][2][3][6]
Which entity will sign the engagement letter and receive fees: CAS, Finalis, or both
What are the success fee, retainer, expense, tail, exclusivity, and termination provisions
Which buyers would be contacted, and how are conflicts handled where CAS has prior relationships
What size transactions and clients does Corporate Advisory Solutions, LLC focus on?
CAS states that it serves global tech-enabled Outsourced Business Services industries. Its primary focus areas include Accounts Receivable Management, Healthcare Revenue Cycle Management, Customer Relationship Management, Specialty Finance, Payment Processing, Business Process Outsourcing, and OBS technology vendors.
CAS also identifies technology-focused verticals such as fraud prevention and detection, billing solutions, cloud-based communication, omnichannel strategies, and related technology capabilities.[5]
The official CAS transactions page identifies CAS as M&A advisor to Caine & Weiner in an acquisition dated May 2025 and to TrueAccord in an acquisition dated May 2025. It also identifies CAS as M&A advisor to Caine & Weiner in a merger with BARR dated January 2025.
Additional displayed examples identify CAS as M&A advisor to Knovaone in an acquisition dated April 2024, CCMR3 in an acquisition of select assets dated January 2024, and Municipal Collection Services in an acquisition dated February 2023.[6]
CAS publicly describes both sell-side and buy-side M&A support. Its stated transaction capabilities cover exit strategy, buyer identification, target evaluation, marketing materials, due diligence, deal structuring, negotiation, and transaction facilitation. It also identifies distressed-asset sales and potential financing support among its transaction-related services.[3]
What does Corporate Advisory Solutions, LLC publicly disclose about fees, process and engagement terms?
The cited official transactions page does not disclose transaction values or consideration terms for the displayed transactions.
The cited official transaction-advisory page does not publish a universal fee schedule, minimum engagement size, or standardized seller mandate terms. The cited official exit-preparation page does not publish a universal success-fee percentage, minimum fee, tail period, or termination schedule.[2][3][6]
The CAS website states that securities are offered through Finalis Securities LLC, Member FINRA/SIPC. CAS also states that Corporate Advisory Solutions is not a registered broker-dealer and that Finalis Securities LLC and Corporate Advisory Solutions are separate, unaffiliated entities.
CAS states that Michael Lamm and Mark Russell are registered representatives of Finalis Securities LLC. These disclosures describe a securities-partner structure and do not state that CAS itself is a broker-dealer.[1][5]
CAS’s publicly described exit-preparation process may include valuation assessment, analysis of value drivers and detractors, market and technology review, market intelligence, buyer identification, due diligence, compliance assessment, executive assessment, virtual data-room support, and financial and operational review. Its transaction-advisory description separately identifies buyer or target identification, evaluation, marketing materials, negotiation, deal structuring, due diligence, and transaction facilitation.[2][3]
Questions to ask before hiring Corporate Advisory Solutions, LLC
Which entity will sign the engagement letter and receive fees: CAS, Finalis, or both?
What are the success fee, retainer, expense, tail, exclusivity, and termination provisions?
Which buyers would be contacted, and how are conflicts handled where CAS has prior relationships?
What specific securities, broker-dealer, valuation, fairness-opinion, or capital-raising services would be performed by Finalis?
How does CAS protect confidential customer, regulatory, and operational information during the sale process?
Sources & research notes
- Official website / firm overview
- Services / capabilities
- Services / capabilities
- Investment strategy
- Industry / market focus
- Transaction / portfolio evidence
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.