Investment Banking
& Strategic Advisory
Built for Private, Founder,
and Family-Owned Businesses
About Keene
We are an independent investment bank and strategy advisory firm built for private, founder, and family-owned businesses. Our team has advised on over 200 investment banking and strategy engagements over the last 25 years, including over $45 billion in M&A, Capital Raising and Restructuring Advisory transactions. We combine deep investment banking and strategy experience with a lifetime of family business and entrepreneurial experience.
Our Areas of Expertise
Why Clients Choose Keene
Founder and Family‑Owned Business Expertise
Keene combines investment banking and strategy expertise with real-world family business and entrepreneurial experience. For us, value creation is about creating a lasting legacy.
Proven Track Record
With over 200+ investment banking and strategy engagements and $45 billion in M&A, capital raising and restructuring transactions, Keene's team provides strategic insights grounded in deep experience.
Trusted, Independent Advice
Owner-aligned advice across every stage of the business lifecycle, helping founders, executives and family-business leaders balance financial, strategic and personal considerations behind every decision.
What Our Clients Say
Keene Advisors was a valuable partner through the process, providing strategic and financial guidance that led to stronger results.
Keene's model was a game-changer. It saved me 50+ hours in our annual budgeting process and gave me the ability to quickly evaluate multiple scenarios across growth, profitability, cash flow, liquidity, and covenants. The outputs were board ready and held up to investor and lender scrutiny. Finally, a model built for real decision making in a private equity environment.
Ideas & Insights
Selling Your Family Business
Selling a family-owned business is one of the most consequential decisions a family can make. This guide explains every stage of the journey, from defining a successful outcome, to understanding how buyers will value the business, and the steps can be taken to maximize that value before going to market.
Gain the confidence to reach a deal that honors your family legacy and sets up future generations for success.
Private Company Liquidity Strategies
For business owners seeking to unlock value or provide liquidity to shareholders, this primer provides a structured framework for developing a strategic liquidity plan.
Learn tools to unlock value, resolve shareholder disputes, facilitate generational or optimize your capital allocation strategy.
Right Sizing Your Revolving Credit Facility
Learn how to utilize your revolving credit facility as a stragegic tool. This primer is for executives and owners looking to increase operating flexibility, accelerate growth, reduce borrowing costs, and manage risk.
Dymystify credt facilities and learn to manage liquidity and covenants like a pro.
Ready to explore your options?
Schedule a confidential complimentary consultation with a senior member of our team.
Schedule a Consultation