More Dedicated.


Some firms espouse to having a system in which they are going to address a client's needs, taking great pains to detail it. We think the approach should not be complicated. but the actions should be thorough. And the results - outstanding.

Verit - We listen intently

We listen intently.

To all the voices that matter: shareholders, managers, employees, trusted advisors, and family. And most importantly, you.

Verit - We ask questions

We ask questions.

The right questions about where you and your company are at and what you see for the future.

We evaluate thoroughly.

We evaluate thoroughly.

Some of the top minds in ownership transition are Verit®.

We communicate regulary

We communicate regularly.

You'll know what's happening every step of the way.

We provide alternatives

We provide alternatives.

From every angle, including transaction objectives; financial structuring, valuation, capital strategies, & regulatory requirements.

We execute skillfully

We execute skillfully.

The same hands that create your plan are the ones that bring it to closure.

our values anchor


These are at the heart of everything we do—from interacting with clients and stakeholders to relating to each other as friends and colleagues:

Verit Integrity


Honesty and authenticity are the foundation of everything we do. We are transparent with ourselves, our clients, and our work. Our longstanding reputation for integrity supports our success with trustees, legal, valuation, and capital providers

Verit Excellence


We get things done. Exceptional knowledge and experience alongside detailed underwriting and project management contributes to our success in design and execution

Verit Values Passion


We care about our clients and optimizing their objectives. Our knowledge, relationships, drive and dedication sustain momentum throughout a deal process

Verit Partnerships


Team work, strong listening skills, and a keen eye to the nuanced objectives of an extended deal team are foundational to driving deal success. We are successful in negotiations by bringing people together to creatively solve and curtail deal drama