The Penrose Group is a boutique consulting and advisory firm specializing in mergers and acquisitions, corporate finance, business development and real estate transactions.Our focus is geared towards helping micro; small and mid-cap companies streamline their operations, create new divisions or infrastructure, monetize assets and develop new markets. Using smart, strategic, ethical and economically sound techniques, our efforts have led to significant increases in shareholder value.
Areas of Expertise
Mergers & Acquisitions
Typically working on behalf of the seller, we provide established business owners looking to exit their business a means of doing so
The Penrose Group has executed fully integrated Investor Relations, programs with the mission of helping clients achieve their near and long term goals while building visibility and establishing credibility.
“I am grateful for the hard work and exemplary service provided by The Penrose Group. They not only helped execute the sale of one of my businesses successfully, but provided us with integration support."
ALAN CHAMPAGNE, CEO of Champagne Edition Inc
“The Penrose Group has proven to be creative in problem resolution, reliable on time commitments, and overall consistent in meeting expectations."
PETER LEVY DBD, Mandelbaum Salsburg P.C.
“The Penrose Group found us a partner who shares our vision for global expansion and assisted in executing a lucrative merger”
THE DANDREA FAMILY
“I highly recommend working with The Penrose Group to sell your business; they were professional, reliable and knowledgeable about the sale, contracts and due diligence process... I have already referred The Penrose Group to associates looking to sell their companies.”
“The Penrose Group took the time to understand our business from the beginning. They were proactive in directly contacting their network of buyers, as well as marketing us on reputable platforms while still allowing us to maintain confidentiality. As a result, we had multiple offers for the business and ended up finding the perfect buyer. The Penrose Group negotiated the deal and made it work for both parties. We were grateful to have their experience and advice throughout the process. If you are looking to sell your company we would highly recommend The Penrose Group."
JUGO JUICE FRANCHISE OWNERS
"The Penrose Group has given us ongoing valuable counsel and support before, during, and after our transaction. We will be retaining their services in the future."
JOE DI MARIA, Director End-User Accounts & Owner
“I’m extremely impressed by the efforts of The Penrose Group in helping Advantage through the due diligence process in our merger. Their support allowed my management team the ability to focus on building the business rather than being burdened with getting the deal done. I would recommend working with The Penrose Group in the future.”
MARK FALCK, “Advantage”
“Our company retained The Penrose Group to help facilitate the acquisition of the operating assets of Moose Power. The Penrose group co-managed the project, which had critical steps such as conducting valuation analysis, reaching potential acquirers, preparation of the CIM, and coordinating the due diligence process. The Penrose groups’ loyal and high-level client base is the result of their distinct focus on client needs and the collaborative approach they embrace while working with shareholders and management.”
“This business has been in our family for over 15 years and it was a difficult decision to sell. We greatly appreciate all the time the Penrose group spent with us to make sure all our questions and concerns were addressed. They managed the entire process efficiently including assisting the buyer with obtaining financing, dealing with the LOI, SPA, data room, vetting all the buyers, and recommending the right lawyer to assist us with this transaction. We could not have managed this process and continued to run our business without the diligent effort of The Penrose Group. We are very thankful and look forward to our retirement.”
The Chau Family
“The Affinity Group Canada retained the Penrose Group to help acquire two companies in the past serveral years. We are impressed with their professionalism and efficiency during both acquisitions. Lindsey is extremely knowledgeable and provided serveral negotiating points throughout the process. I would highly recommend The Penrose Group when buying or selling a business.”
Vince Di Maria
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