A brilliant job from beginning to end in a very complicated transaction. Although we have been in the business of finance and brokerage for 25 years, we could never have facilitated this transaction without Boxwood. I would use them again in any transaction we consider in the future. It would be a waste of our time and money to try to duplicate the extensive knowledge Pat and Boxwood have in the field. I would recommend them to anyone about to enter the maze of Private Equity. On the other side of the balance sheet, we invest with them on deals they bring to market.
Tom DorseyPresident, Dorsey Wright and Associates

Our Client Philosophy

Boxwood Partner’s highly skilled individuals can tackle the most complex challenges. Our unique team allows for the dedicated customer experience received from a small bank, with the resources and expertise of a large bank. Being a boutique firm in a highly competitive environment gives Boxwood the entrepreneurial mindset that is essential to serving clients in the middle-market.


Our primary objective is to regard each and every client as supremely important; doing so drives the focus on delivering high quality service. Our commitment is to not only close the deal, but to also find buyers that meet the objectives of our client’s goals. We take the time to listen to what our clients want to accomplish, and are never shy about offering our own perspective. Our approach to client service is to provide as much value as possible while delivering results in a timely fashion.


As a trusted advisor, Boxwood offers our clients thoughtful, straightforward, and concise advice from experienced professionals. Our highest priority is to exceed expectations and ultimately deliver exceptional results. Boxwood’s capability to understand complex circumstances and situations, effectively convey key business success drivers and future opportunities, access the most suitable group of prospective buyers, and flawlessly execute a competitive sales process truly sets us apart from other firms. Boxwood walks clients through every step of the M&A process and performs an unsurpassed level of due diligence until the deal is closed. We strive to build long-term relationships with our clients in order to illustrate our commitment to and build trust with our clients. We always deliver on our promises, and perform with the utmost level of integrity.