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Enhance the value of your business


You've worked hard to create an incredible business, likely your greatest asset. At SHG, we can value your business today and guide you on how to maximize and monetize that value over time.


SHG brings big firm investment banking and strategic advisory services to the middle market.

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Business Valuations

Comprehensive Valuation Services

Strategic Advisory

Executive Strategic Planning

Investment Banking

Growth Capital Solutions

Diligent Methodology

Over 1,000 successful engagements

Skilled Experts

We build lasting relationships

Razor-sharp Insights

Optimal buy/sell transactions

Trusted Business Advisors Since 1985


Schwartz Heslin Group (SHG) was founded in 1985 to offer business owners strategic advisory, investment banking, and comprehensive business valuation services. Our unique approach combines integrated financial, operational, and sales & marketing expertise, ensuring our clients receive independent, relationship-focused outcomes.  For over three decades, our skilled team of seasoned executives and investment bankers have offered experience, expert methodology, and a robust global network to our clients. From early-stage startups, to family-owned businesses, and publicly-traded companies - SHG's range of expertise and deep resources have proven to be impactful and transformational for over a thousand of diverse businesses.   


Contact us today to discuss your current business needs.


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SHG Services Overview

A comprehensive approach to achieving your business and personal objectives including business valuations, business & strategic planning, sales & marketing advisory, executive & board compensation advisory, mergers & acquisitions, exit & succession planning, and distressed company restructuring services.

  • Comprehensive Valuations

    Valuations are a fundamental component for any business planning process. Reasons to have a valuation include a basis for strategic planning, 409a compliance, estate planning, ESOP's, Fairness Opinions, Purchase Price Allocations, litigation support, and buy / sell agreements.


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  • Strategic Advisory

    SHG provides an independent and objective view of your business.  Strategy is never complete and always ongoing as your business grows. We build long-term relationships with our clients, and are there as their needs change and evolve.  Our expertise and methodology are so unique that business owners trust us to assist them in many aspects of their business.


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  • Investment Banking

    The SHG team has been involved in  over $15 billion in successful transactions across various industries. Our targeted approach results in successful and efficient transactions whether you are looking to buy a business, sell your business or seek a growth partner to support your strategic plan. Broad industry knowledge along with careful research drives success for complex situations, resulting in value-enhancing outcomes.


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Recent Client Engagements

SHG has been a trusted advisor to over a thousand unique clients across a wide variety of industries. This success can be attributed to the set of core principles exhibited by SHG. Take a closer look at some recent engagements and the solutions we've provided.

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SHG News & Events

Bringing you up to speed on all of the latest news and events at SHG.

SHG Provides Sale Advisory Services leading to the Acquisition of Content Enablers

By cmartin • 07 Mar, 2024
SHG is pleased to announce that it has provided advisory services to Content Enablers , a go-to provider of trade compliance training solutions for more than two decades; leading to their acquisition by Skill Dynamics , an established player in digital training for supply chain and procurement professionals. Click here to learn more. About Content Enablers For more than 20 years, Content Enablers has delivered the industry’s most effective and intuitive online trade compliance training solutions to millions of employees globally. The company has revolutionized and simplified the training process allowing the world’s leading organizations to deliver, and document, impactful and engaging training to all levels of learners.Content Enablers’ suite of services includes consulting from its experienced team in the Trade Advisory Services division as well as practical and interactive live training seminars. www.contentenablers.com

SHG Provides IP Valuation Services to Acqua Angel, LLC

25 Jan, 2024
SHG is pleased to announce that it has provided a benchmark IP valuation analysis for Acqua Angel, LLC for the purpose of strategic planning among their leadership and advisors. This will help the organization as it seeks investors to launch it's new product. About Acqua Angel, LLC: Acqua Angel, LLC is a subsidiary of Vegliante IP Technologies, LLC. The Company owns a patent for a pool safety device, which utilizes an integrated light and alarm system to alert users of unauthorized pool entry.

SHG Provides Valuation Services to Plastic Design International, Inc.

20 Dec, 2023
SHG is pleased to announce that it has provided a benchmark valuation for Plastic Design International, Inc. for the purpose of internal strategic planning among their leadership and advisors. This analysis will provide guidance to the organization and its leadership. About Plastic Design International, Inc.: Plastic Design International, Inc. is a manufacturer of plastic injection molds, plastic parts and components for a wide variety of applications. The Company was founded in 1977 and is based in Middletown, CT. To learn more, visit Plastic Design International, Inc .

SHG Provides Business Valuation Services to The Daily Gazette

14 Sep, 2023
SHG is pleased to announce that it has provided a benchmark valuation for The Daily Gazette for the purpose of internal strategic planning among their leadership and advisors. This analysis will provide guidance to the organization and its leadership. About The Daily Gazette: The Daily Gazette was incorporated in 1894 and is headquartered in Schenectady, New York. The Gazette publishes a daily newspaper and sells newspapers, retail, and classified advertising, provides outside printing services and online subscriptions. To learn more, visit dailygazette.com .
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