Ambrose Advisors

Founded in 2015, AmbroseAdvisors is a boutique middle-market investment banking and financial advisory firm that guides private business owners through liquidity events and ownership transitions. The firm specializes in Employee Stock Ownership Plan (ESOP) transactions, offering a bundled advisory platform covering valuation analysis, transaction structuring, financing, due diligence, and negotiation. Beyond ESOPs, Ambrose runs traditional sell-side M&A processes, dual-track strategies that pursue an ESOP and a third-party sale simultaneously to maximize value, private equity recapitalizations, and capital placements. Certain investment banking services are conducted through its FINRA/SIPC-registered broker-dealer, ShorelineAmbrose Advisors, LLC.