Welcome to REAG | Cleveland, Ohio’s Trusted Partner in Financial Success

At REAG, we are more than just an investment bank, we are your strategic collaborator, dedicated to guiding entrepreneurs in the lower middle market towards financial strength and success.

Empowering entrepreneurial minds in the lower middle market, we specialize in navigating key growth opportunities, facilitating seamless ownership transitions, and optimizing value creation through our comprehensive suite of services.

Who We Are

At the core of REAG’s mission is the commitment to provide tailored solutions for your unique financial goals. We partner with entrepreneurial business owners, guiding them through the complexities of the lower middle market. 

Our expertise lies in strategic capital advisory that aligns precisely with your strategic and financial objectives.

REAG has a national reputation for empowering businesses in the lower middle market, but our roots run deep in Cleveland. Scott Mashuda, Founding Partner, is a Case Western Reserve University alum – Scott even played football there – Go Spartans! This is to say, we bring an insider’s perspective to financial strategy and capital advisory services. We meet our clients where they are because, for us, Cleveland is home.

Comprehensive Solutions for Cleveland Business Owners:

Capital Advisory Services

1. Unlock the full potential of your business with our M&A and Balance Sheet Restructuring Services.
2. Access additional growth capital and create liquidity in your business.
3. Address increased debt service and cash flow challenges through innovative solutions.
4. Explore minority or majority recapitalization options for sustained growth.
5. Optimize value creation through strategic capital advisory.

Advising & Strategic Planning

• Start the process right with REAG overseeing and guiding every step.
• Be empowered with our outsourced Subject Matter Experts for CEOs and CFOs.
• Understand the true value of your business with our expertise in market interpretation.
• Gain insights into market dynamics and anticipate responses to opportunities.
• Focus on value enhancement, not just formal valuations.

Sell-Side Guidance

• Advocate for early engagement, even if your company hasn’t reached pre-COVID levels.
• Begin the journey now and sell at the intersection of business, personal, and market conditions.
• Educate Certified Exit Planning Advisors (CEPAs) to recommend REAG for optimal results.

Buy-Side Acquisition

• Leverage our Corporate Development expertise and outsource our team as Subject Matter Experts to your C-suite.
• Collaborate with us for growth planning, partnering with private equity firms.
• Discover differentiators inspired by competitor research.

Unlock the success achieved by businesses that have optimized their financial strategies with REAG. Schedule your strategy session today and embark on a journey towards financial prosperity. Take decisive action – consult with the experts at REAG.