Ideas.  Expertise.  Capital.

                                                      BM&O Clients

Below is a partial listing of recent or current BM&O clients.    We are proud to have assisted with the development of their business and success.  Our engagements and client activities are strictly confidential, unless approved by our clients.  

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Robertsdale, Alabama based Quality Filters, Inc.has been a leading air filter manufacturer and distributor of home air filter and commercial industrial air conditioner filters for more than 30 years. Their air conditioning filter products provide optimum indoor air quality in even the worst air quality environment. 
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Mobile Alabama based DocRx is a family oriented company committed to doing business in an ethical and moral fashion.   They are quickly becoming an industry leader in providing a tailored portfolio of revenue solutions to physician offices while improving patient care.  


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Dog Ranch Resort is the finest Dog Boarding, Grooming and Training facility in the Central Gulf Coast Region.  They are located in Daphne, Alabama and serve the Mobile and Baldwin County Markets. BM&O was involved with the owners and President Ben Shulman from concept phase and played a key role in developing the business plan, negotiating the acquisition of the property and funding the business.  BM&O continues to assist with planning and development of Dog Ranch Resort.

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Postmark Ink is a Business to Business marketing service provider of digital printing, direct mail and database management services.  Postmark Ink brings leading edge one-to-one marketing capabilities to their clients through variable data printing.  BM&O is proud to provide PMI with Business Development Planning and Advisory Services.

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SMART WORK ETHICS teaches soft skills necessary to be successful in the workplace.  Skills taught include workforce employability skills that focus on personal qualities including positive work ethic, responsibility, self-esteem, sociability, self-management, integrity and honesty, and interpersonal qualities including teamwork, leadership, cultural diversity, and negotiation.  The program is capitalizing on the workforce development training efforts that are taking place in the U.S. and around the world
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Mississippi based BWI Equipment, Inc. has invented,  developed and commercialized a revolutionary wastewater treatment system for processing grease trap waste.   Currently, plants from Coast to Coast are using the BWI system and converting this bio-hazardous waste material into usable components, including brown grease, an ecellent bio-fuel feedstock.   In 2007 and 2008, BWI  contracted with BM&O to assist with the creation of the business plan and establishment of the business.  In July, 2012, BWI re-engaged BM&O to assist with strategic planning and financial advisory services.

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Headquartered, in Greenville, SC, Green Cloud Technologies provides Cloud-based technology solutions to small- and medium-sized businesses. Backed by world-class data center facilities and industry-leading platforms such as BroadSoft, VMware, NetApp, and Cisco, Green Cloud delivers IT and telecom solutions to help companies focus on thier business and customers.


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Austal USA
- Austal is a world leading manufacturer of aluminium commercial and defense vessels. Products include high speed passender and vehicle-passenger ferries, cruise vessels and a range of patrol, fast freight and offshore support vessels. 

BM&O is proud to serve a financial advisor to Austal and assisted in the provision of a $60 MIllion financial facility to facilitate the construction of the company's new manufacturing facility in Mobile, Alabama.  Click logo for more info.


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Point Clear Marketing helps their clients establish powerful, integrated marketing plans that ochestrate all the elements of marketing (sales, advertising, product development, public relations, web based marketing operations, customer experience and branding) into a powerful system that drives business growth. 

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1 Source Power and Equipment, LLC is the new Central Gulf Coast Case Construction Equpiment Dealer. 1 Source specializes in heavy equipment sales and rental into the industrial and commerical business sectors. 1 Source porvides parts and service for Case and other brands of equipment. Both new and used Equipment are sold by 1 Source.


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Jubilee Restaurants is a food service company with franchise development agreements for 18 Five Guys Restaurants located in 5 Southeastern States. Restaurants are currently open in Daphne, AL, Memphis, TN and Pensacola, FL BM&O assisted with the preparation of the Jubilee Restaurants business plan.


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The Downtown Mobile Alliance
is a non-profit organization established to facilitate the Downtown Mobile Management Corporation and Main Street Mobile, Inc.  Established in August 2006, the Alliance is a membership organization designed to create more exposure for downtown redevelopment efforts, both within the downtown community and throughout the city at large. 

BM&O's Denise Browning is a fiancial advisor to the Downtown Mobile Alliance and its members to assist in the education and employment of financial programs that benefit member businesses.  Click logo tfor more info.

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 GSI has been a leader of integrated security solutions in the Central Gulf Coast Region for over 14 years.   Their senior management team has over 60 years of combined experience in the field of integrated security and data communications.  The GSI team includes qualified technicians in the field, on call 24/7, and we are local.  GSI has been a client since 2007.  


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 Access Magazine is the first lifestyle publication in the Central Gulf Coast area exclusively for women. In every monthly issue of Access, readers can count on getting the latest inside scoop on the fascinating people, products and events tha make the area exceptional.  Covering parties, events and friends is the mission of Access.  Armed with their own paparazzi and signature "pink" carpet, Access will be on the scent to capture the insider's perspective on local events. 


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The Delicious Dietitian offers a variety of healthy and diet restricted products, spices, vinegars, and specialized registered dietitian services.  When she founded The Delicious Dietitian, Jen Neese's goal was to create a private practice of "Food Experts", geared at promoting Real Nutrition for Real People. The concept of The Delicious Dietitian grew from Neese's lifelong desire to help people lead better, healthier lives.  




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Medistat is a compounding pharmacy offering over 2000 compounded medications. Medistat has evolved to product lines that include: sterile injectables, hormone replacement therapies, topical pain creams, skin care products, and other highly specialized medications to meet the needs of each and every patient.  Medistat adheres to strict guidelines set forth by the United States Pharmacopeia to insure the highest quality of medications to their patients.


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Sand Dollar LifeStyles Stores define a new and exciting concept to Retail.  With a headquarters in Gulf Shores, Alabama and stores in Gulf Shores, AL, Foley, AL, Moibile, AL, Jackson, MS and Dallas TX, Sand Dollar Lifestyles continues to expand rapidly.   
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ACO Information Services, LLC was headquartered in Mobile, AL. Founded in 1994, this premier technology company quickly earned a national reputation as an industry leader.  ACO developed as the STAR (Securities Tracking and Registration) System to register securities, mutual funds, and the people who sell them,  ACO Services was acquired by Iron Data.  BM&O assisted with this transaction.  Click logo tfor more info.

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Firebird, LLC
- FIrebird, with offices in Chico, CA and Fredricksburg, MD, formed for the purpose of introducing a new generation of high performance aircraft into the US aerial firefighting market. While the company is new, the principals are seasoned veterans with years of aviation experience, including holding key positions in the aerial firefighting industry.

BM&O serves as business advisors and investment bankers, and is providing assistance with business plan development and funding.

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