Key Takeaways
- • Birmingham Advisors, a Chicago firm founded by former chief executives, chief financial officers, operating executives and founders, has launched to advise private equity sponsors, family office direct investors and founder- and family-led businesses.
- • Co-founders Jeff Cox and Dennis Olis lead the firm, which has 15 partners and 60 strategic advisors.
- • The firm says its team has worked on more than 2,500 corporate M&A transactions across 10 industries.
- • Clients can engage the firm for a day, a month or longer, using its people as senior advisors, board directors, interim and fractional executives, coaches, expert witnesses and due diligence providers.
Summary
Birmingham Advisors, a Chicago-based firm composed of former chief executives, chief financial officers, operating executives and founders, has launched to serve private equity sponsors, family office direct investors and founder- and family-led businesses, according to the firm's announcement as reported by PE Professional.
The firm is led by co-founders Jeff Cox and Dennis Olis and includes 15 partners and 60 strategic advisors. Its engagement model is flexible: clients can retain the firm for a single day, a month or longer, with its professionals serving in roles including senior advisor, board director, interim and fractional executive, coach, expert witness and due diligence provider.
The firm's stated service areas include preparing companies for a sale, implementing artificial intelligence tools, conducting competitive and talent reviews, process improvement, and financial close and controls. Birmingham Advisors says its team has worked on more than 2,500 corporate mergers and acquisitions transactions across 10 industries. The figures are the firm's own claims and were not independently verified in the source material.
The firm is led by co-founders Jeff Cox and Dennis Olis and includes 15 partners and 60 strategic advisors. Its engagement model is flexible: clients can retain the firm for a single day, a month or longer, with its professionals serving in roles including senior advisor, board director, interim and fractional executive, coach, expert witness and due diligence provider.
The firm's stated service areas include preparing companies for a sale, implementing artificial intelligence tools, conducting competitive and talent reviews, process improvement, and financial close and controls. Birmingham Advisors says its team has worked on more than 2,500 corporate mergers and acquisitions transactions across 10 industries. The figures are the firm's own claims and were not independently verified in the source material.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.