Our Philosophy

The Shields & Company team utilizes its in-depth experience and knowledge to provide creative, thorough, and professional financial advice. We have embraced this philosophy because it has been proven to achieve exceptional outcomes for our clients. Because we desire to develop long-term relationships with our clients, we are not seeking just the transaction.

We are committed to providing objective financial advice for our clients. In many instances, this includes recommending that a client take certain near-term steps to improve the value of his/her business while postponing the material liquidity or financing event until a later date, when that client is better prepared to undertake a significant corporate transaction.

We embrace a corporate philosophy where our clients' goals come first. We assist our clients in achieving their goals and objectives, and in so doing obtain superior results for them. We do what we believe is right for the client and, as a result, have become trusted advisors to many of our clients. We are delighted to meet with clients and prospects well before they intend to execute a material liquidity event. Shields & Company is dedicated to providing sound and objective financial advice to our clients in a professional and timely manner.