Guiding Great Businesses to What’s Next
Helping middle-market companies navigate ownership change, capital strategy, and growth — with clarity and intention.
Strategic Financial Advisory for Business Transitions
Relay Strategy Partners provides independent financial advisory services for companies exploring strategic alternatives. We engage early with middle-market businesses to achieve successful transitions in ownership or capital structure.
Purposeful Planning
We help business owners make high-stakes decisions before they become urgent—bringing structure and clarity to defining moments in ownership, capital, and control.
Unbiased Expertise
Relay is fastidiously built to align our obligations with owners' interests. No success fees. No pressured outcomes. Just thoughtful support grounded in deep experience.
Strategic Activation
From initial discovery to focused execution, we turn complex goals into actionable steps—so owners achieve transitions that will still feel right a decade later.
Institutional Expertise That Translates to Your World
At key inflection points, we help middle-market owners open the aperture—revealing a wider opportunity set than most ever consider.
Our broader thinking brings into reach capital structures, ownership models, and transition strategies typically reserved for large corporations. The result is a well-informed leader with better options, clearer direction, and the confidence to move forward on their terms.
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