Our Firm
Trusted Advisors & Partners
High Rock Partners is a boutique firm of strategic and M&A advisors, located in Raleigh, North Carolina (in the RTP area), serving leaders of emerging growth and middle market companies. We assist owners and management in selling their company; making acquisitions; making key strategic decisions; navigating and executing on transitions of ownership; accelerating growth to the next level; and to re-position their company to optimize performance.
As a boutique firm, we combined the best of investment banking and strategic consulting to bridge the market’s need for high value-added services in the lower middle market segment. We use a unique and proven blend of experiences and tools in strategy, mergers & acquisitions, financing and deals coupled with leadership and creative solutions to achieve your desired outcome. As a firm, our focus is on strategy, exits (selling your business), acquisitions, financing and turnarounds.
With our focus on long-term client relationships, we look for a match in key facets of your business and ours. We invest valuable time, intellectual capital, long-standing relationships and money; it’s important that we choose our clients well (and visa-versa). Below are many of the elements that we scrutinize when evaluating a potential client relationship, and we hope you’ll do the same when seeking a trusted advisor:
- Values & Philosophy (see below)
- Management
- Opportunity for us to add significant value
- Leverages our core strengths, network and relationships
- Opportunity for us to be successful
- Company stage
- Industry & market
In partnership with HRP, company leaders can leverage our global operating, corporate finance and transaction experience. As value creators we provide both the leadership and tactical support to assist companies in developing, implementing, and executing integrated solutions to their strategic needs and opportunities.
“Our Mission is to be the go-to advisors for M&A projects and strategic problem solving for the shareholders of emerging growth and middle-market companies.”
Kenneth Marks
Founder & Managing Partner
“Our Mission is to be the go-to advisors for M&A projects and strategic problem solving for the shareholders of emerging growth and middle-market companies.”
Kenneth Marks
Founder & Managing Partner
Values
It’s important how we conduct ourselves, who we do business with, and why we enter into client engagements. Below is a list of core values that drive our decisions and actions:
- Accept engagements that we assess to have a high probability of successful completion
- Accept engagements with clients that we would personally invest in
- Accept engagements that add value to our practice and have financial reward
- Always make decisions for the good of the client; not the practice
- Take the high road, always!
- Be willing to take a bullet for our client’s best interest
- Call out our mistakes and diminish our successes
- Fairness, openness, integrity, and humbleness
- Tell the client the truth and the facts, even when it hurts or may cost the relationship
- Maintain life balance
- Do our homework and be prepared
- Be responsive and attentive to client needs
- Do what you say and say what you mean
Philosophy
We believe that the following factors are critical to our firm’s long-term success and prosperity:
- Client success
- Performance & results
- Strong relationships
- Recognized technical competence
- Contemporary knowledge & base of information
- Strong client and resource referrals
- Contemporary network of resources, investors, lenders, & go-to advisors
- Consistent flow of quality deals & opportunities
- Capable & effective team
- Institutionalized processes & standards to assure quality & consistency
- Base of assessment & analysis tools to allow quick & accurate diagnosis of client situations
Awards & Recognition
High Rock Partners has been named the Boutique M&A Advisory Firm of the Year NC 2024
High Rock Partners was honored as M&A Advisory Firm of the Year for North Carolina 2017 by M&A Today
High Rock Partners has been awarded the Mid-Market Boutique Advisory Firm of the Year 2015 by Finance Monthly magazine in their annual M&A Awards
High Rock Partners was awarded the M&A Advisory Firm of the Year for North Carolina in 2014 by Corporate LiveWire.
High Rock Partners was a finalist for the M&A Advisor of the Year 2015