Financial Advisory Services
As an exclusive or non-exclusive advisor, CEA seeks to serve public or privately-held companies, including family-owned and operated companies and family offices.
CEA’s financial advisory services can be secured with or without CEA’s investment banking or strategic advisory services, and regardless of a pending transaction.
Financial advisory services can involve
(*Services offered In association with the client's professional advisors)
Along with any problem solving scenario you can think of…
CEA represents clients and securities transactions through CEA Atlantic Advisors, LLC, a FINRA regulated entity and a member of SIPC.
KNOW YOUR OPTIONS – To learn more about how CEA can serve your company as it explores financial strategies, please contact any member of our team.