We are an independent investment banking firm providing M&A, Capital Raising and Shareholder Value Creation advisory services. Our experienced professionals are client-focused, entrepreneurial and hands-on, which enables us to maximize outcomes.
Our clients include middle market closely-held businesses, multi-generational family businesses, portfolio companies of financial sponsor firms and divisions or subsidiaries of public companies. We focus on six industry verticals: Specialty Manufacturing, Business-to-Business Services, Consumer, and Healthcare.
Our team is made up of finance and accounting experts, operators, C-Suite and Board professionals, lawyers, consultants, and marketers. Having these diverse experiences and skills help us drive extraordinary results for our clients. We have successfully completed hundreds of sell-side M&A and Capital Raise transactions, as well as Targeted Buy-Side and Acquisition Financing advisory engagements, equating to billions of dollars of aggregate transaction value.