Companies

We have had the good fortune of being a customer of Ordiant Capital Advisors since early 2019.

During that time, Shannon and his team have exceeded our expectations, enhanced our financial understanding in the marketplace, and consistently delivered value throughout the company.

Without question, engaging Ordiant was one of the best business decisions we have made in the company’s 25 years of operation.

Since the 2009 recession, my nearly 50-year-old family business had been growing at 8-12% per year. Although business was good, capital remained an issue. In 2017, we were contacted by Ordiant Capital Advisors—specifically Shannon Morgan. After many conversations and a face-to-face meeting with Shannon, we decided to trust Ordiant to guide us through an extensive refinancing and recapitalization.

Initially, I was a little apprehensive about going outside our comfort zone to pursue finance; I am so glad we did! Ordiant navigated us through a comprehensive refinance and rebuild of our financial models that brought us into a commercial banking relationship that was beyond our comprehension. The return on the fees for Ordiant’s services will reward us with nearly ten times the investment over the next ten years. I think we can agree that is smart money!!

Since then, my company has retained Ordiant in an advisory role. Honestly, it’s like having a very well-qualified CFO on staff, the kind that a smaller scale business like mine likely cannot find or afford. In short, Ordiant is a business partner! Ordiant takes time to listen to your goals of growth, transition, long term planning. They bring options and solutions to middle market companies that provide value beyond what most companies in our size range will gain on their own.

In closing, whatever your business goals or needs are, Ordiant will assist in finding a solution that bring extraordinary value to your company!

Shannon Morgan at Ordiant Capital Advisors is simply the best strategic financial advisor we have ever worked with.

The quality and depth of the work is unmatched allowing them to unlock the keys to making the company effective in an analytical and honest manner.

Their methods bring the right conversation to enable the steps to success that we have never found with another firm.