2012

Industry: Financial Services – Tax Planning

Location: Leawood, Kansas

Client: JC Grason

The DVS Group’s Role: Capital Markets Advisory

The Deal:
JC Grason, an independent income tax and financial services firm focused on retirees and retirement planning, engaged The DVS Group after its banking relationship became adversarial following the acquisition of its community bank by a larger institution. Despite the company’s strong financial performance, the new bank management threatened to call its note within two business days. The DVS Group intervened to stabilize the situation, secured a term sheet from a new banking partner in less than one week, and facilitated the closing of a new loan within 35 days, ensuring continuity and stability for the client.

About The DVS Group:
The DVS Group is a professional lower middle market M&A services firm based in Kansas City. We represent both buy-side and sell-side clients domestically and internationally, focusing primarily on businesses with $10M-$250M in revenue. As industry generalists, we specialize in a highly customized approach to owners exiting their business, and proprietary (off-market) deal-flow for our buyers. With over two decades refining our process, the DVS Group is your key to achieving unparalleled growth through acquisition, or a smooth transition through the sale of your business.