ROCKPORT INVESTMENT PARTNERS is a management consulting firm that seamlessly integrates valuation, merger and acquisition assistance, and business advisory services.

We support corporate management, asset managers, investors, private companies and business owners with clear, meaningful, and independent financial analysis. We are strong and effective advocates for buyers and sellers of private companies.

We actively build relationships with our clients, their advisors, and other trusted experts, with a goal of delivering high impact professional services.

Listen First: We listen to you, focus on your goals, and then propose potential approaches.

Fair Terms: We develop an engagement agreement that is transparent and aligns interests.

Collaborate: We care about partnering with you, your advisors and other outside experts.

Exceed Expectations: Our drive, expertise, experience, creativity, and connections create value for you and your organization.

Commitment: We work hard for the right to be your trusted advisor today and in the future.

VALUATION: We customize and deliver valuations of businesses and business interests for a variety of purposes including: Financial Reporting; Tax Compliance; Management Planning; Dispute and Litigation; and Investment Analysis. We develop valuation reports and analyses that are objective, supportable and transparent for the client, advisors, auditors, attorneys and other stakeholders.

MERGERS & ACQUISITIONS: We advise buyers and sellers of private companies with services such as: Financial Due Diligence; Quality of Earnings; Financial Modeling; Transaction Advisory; and Investment Banking Services. Based on a client’s needs and direction, we analyze a potential transaction with modeling support, lead the effort to market and sell a company, and/or provide the diligence support to maximize value in a transaction.

ADVISORY: We guide business owners and the management of private companies with an array of consulting services through the following market offerings: Startup Consulting; CFO Services; Business Planning; Strategy and Operations; and Craft Brewery Advisory. Our services are a cost-effective way to create value, support growth, and/or analyze strategic alternatives.

Strong Beliefs: We are passionate advisors grounded in values and principles, and motivated by the calling to serve and impact people and organizations.

Deep Expertise and Experience: We draw from our training, experience, and relationships from years of client service at leading consulting firms.

Extensive Relationships: We consult with experts across industries and disciplines to solve challenges.

Value: We deliver quality services with flexible engagement structures so you can avoid the burden of significant overhead investments.