Your Objectives, Our Expertise, Your Success

At Objective, Investment Banking & Valuation, our firm’s name embodies our core mission: to help business owners achieve their objectives. 

Since our founding in 2006, we have specialized in advising closely-held middle market businesses within our industries of focus. Our proven method leverages deep industry expertise and sophisticated strategies designed to maximize the value of our client’s businesses.

A Culture of Consistent Excellence

Your Objective Is Ours

At Objective, we’re not interested in one-size-fits-all solutions or generic approaches. We’re interested in delivering results that meet our clients’ unique needs and exceed their expectations.

Objective valuation

Dual Group Synergy

Both our Investment Banking and Valuation groups have been recognized countless times including Best Investment Bank & Valuation Firm 2023 USA, M&A Deal of The Year (Between $75MM – $100MM) 2023, Private Equity Deal of The Year (Between $75MM – $100MM) 2023, Valuation Firm of The Year 2023, and many more.

Investment Banking


500+ M&A Transactions*

M&A Group

1,000s of Valuations*

Valuation Group

50+ Awards for Excellence

Consistent Excellence

Representative Engagement

Sale of Toft Group

Objective’s Business Services Practice served as the sell-side advisor to Toft Group Executive Search in their sale to ZRG Partners, one of the fastest growing global executive search firms and a portfolio company of RFE Investment Partners.

This video contains an endorsement and may not be representative of the experience of other customers and the testimonial is no guarantee of future performance or success.