# LCG Advisors

> LCG Advisors is a Tampa-based financial advisory firm founded in 2003 by Brian M. Smith and Paul Epstein. It serves business owners, private equity firms, lenders and attorneys through acquisition due diligence, investment banking, collateral examinations, valuations, forensic accounting, tax advisory and integration support. Its model brings several disciplines into the same transaction, from checking earnings before a deal to managing finance and operations afterward.

- **Founded:** 2003
- **Headquarters:** Tampa, United States
- **Founders:** Brian M. Smith (Co-Founder / Managing Partner), Paul Epstein (Co-Founder / Managing Partner)
- **Products:** Acquisition Due Diligence, Collateral Examinations, Investment Banking / M&A Advisory, Business Valuation, Forensic Accounting & Litigation Support
- **Notable:** The firm’s investment banking page states that its professionals have completed more than $5 billion in middle-market transactions; this describes professional experience rather than a dated firm-wide transaction total., Tampa Bay Chamber reported 2023 Best Places to Work recognition and Small Business of the Year finalist status., Served as exclusive financial advisor to Stratum Security on its 2025 partnership with Cyber Advisors.

## Products & services

- **Acquisition Due Diligence** — Buy-side financial diligence, focused proof-of-cash and quality-of-earnings reviews, sell-side preparation, working-capital analysis and source-data testing. The firm advertises more than 200 engagements annually and an average three-week turnaround for its financial diligence process.
- **Collateral Examinations** — Independent field examinations, recurring borrower monitoring, risk assessments, collateral verification and desktop reviews for lenders.
- **Investment Banking / M&A Advisory** — Middle-market sales, recapitalizations, growth capital, acquisition financing and strategic alternatives. Securities-related services are provided through affiliate LCG Capital Advisors, LLC, a FINRA/SIPC registered broker-dealer.
- **Business Valuation** — Business and SBA valuations, calculation-of-value reports and purchase-price allocations, with credentialed professionals signing final reports.
- **Forensic Accounting & Litigation Support** — Expert reports, testimony, damage quantification, valuation and financial investigations for attorneys and clients in disputes.
- **Acquisition Integration Management Office** — Pre-close planning, IT and cybersecurity diligence, day-one preparation, carve-out execution, synergy tracking and transition-services exit planning.
- **IT Strategy & Integration** — Technology strategy, project management, cyber assessments and interim CIO or CISO leadership.
- **Strategic Financial Consulting** — Interim and fractional finance leadership, accounting remediation, forecasts, liquidity management and restructuring support.
- **Tax Advisory** — Buy-side tax diligence, sell-side readiness, transaction structuring, tax modeling, nexus evaluation and exposure remediation.
- **Background Checks & Investigative Services** — Investigations supporting business, investment and legal decisions.

## Achievements

- The firm’s investment banking page states that its professionals have completed more than $5 billion in middle-market transactions; this describes professional experience rather than a dated firm-wide transaction total.
- Tampa Bay Chamber reported 2023 Best Places to Work recognition and Small Business of the Year finalist status.
- Served as exclusive financial advisor to Stratum Security on its 2025 partnership with Cyber Advisors.
- Public website describes regional and industry teams in 30 US cities.

## Latest updates

- **2026-10** — On October 20, announced James Russo as Managing Director in the Investment Banking Group, with a national focus including food, distribution and manufacturing.
- **2026-10** — Published an October 1 restructuring case study describing a nine-month finance assignment that included sales of two divisions and an orderly wind-down of the remaining business.
- **2026-06** — Published analysis of the limitations of conventional recurring-revenue diligence when software businesses adopt usage-based billing.
- **2025-04** — Announced its exclusive financial advisory role for Stratum Security in a transaction with Cyber Advisors.

## Links

- Website: https://lcgadvisors.com/
- LinkedIn: https://www.linkedin.com/company/lcg-capital
- Twitter/X: https://twitter.com/LCGAdvisors
- Facebook: https://facebook.com/LCG-Advisors-138948476186763/

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Profile page: https://yespress.io/lcg-advisors
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Last updated: 2026-10-25