CEO, President & CFO of a Heating and Plumbing Contractor

“AmbroseAdvisors is what I consider one of our most important business advisors. From helping us with the review of private equity opportunities, to our eventual, ‘last minute’, end of year ESOP transaction. They have been with us the entire journey. It isn’t just their skilled team of analysts and associates, but the one-on-one direct participation of the Ambrose Principals. The Ambrose Principals take great pride in sharing their vast capital markets, M&A and ESOP knowledge and experience, and make themselves available for our company’s leadership education. We have been working with them for over three years now as our third party administrator, and their coordination, communication, and leadership of the process, and results, make it a worry-free process for the employee-owners of our Company.”