Business Finance News

Mowery & Schoenfeld launch boutique investment firm LCA

US based accounting, advisory, tax, and IT services provider Mowery & Schoenfeld has launched Lincolnshire Capital Advisors (LCA) to enhance mergers and acquisitions (M&A) and strategic advisory services for middle-market businesses.

LCA is a new boutique investment firm focused on strategic capital advisory and deal advisory services for middle-market companies.

The firm is set to enhance expertise in (M&A), strategic advisory, and capital planning.

Lincolnshire Capital Advisors is spearheaded by managing directors Judd Appel and Michael Kidd.

With a wealth of experience in sectors including consumer products, industrials, manufacturing, healthcare, technology, software, and construction, they bring a depth of knowledge to the firm’s independent and customised advisory services.

The firm’s team provides independent advice on mergers, acquisitions, strategic planning, and financial restructuring, delivering a thorough approach to support clients’ business objectives.

LCA’s approach integrates services by leveraging financial acumen and specialised insights from its trusted partners, which include Mowery & Schoenfeld, Mowery & Schoenfeld Wealth, and Xamin.

This strategy is designed to aid clients in making well-informed decisions to optimise value during their transaction processes.

Mowery & Schoenfeld managing partner Jeffery Mowery said: “The collaboration with LCA represents a significant opportunity to expand the breadth and depth of services we can provide to our clients.

“With their expert knowledge and a collaborative approach, Lincolnshire Capital Advisors is the perfect complement to our existing offerings, ensuring our clients receive comprehensive, strategic guidance at every stage of a transaction.”

Headquartered in Lincolnshire, Illinois, Mowery & Schoenfeld has additional offices in Lake Forest, the Chicago Loop, downtown Miami, and the Philippines.

The firm has more than 20 partners and more than 200 employees.

“Mowery & Schoenfeld launch boutique investment firm LCA” was originally created and published by International Accounting Bulletin, a GlobalData owned brand.

 


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