Leveraging Knowledge to Build Value
We Listen, We’ve Learned and We Leverage
At the speed business moves today, you need a seasoned investment banking advisor who knows your industry and can offer independent advice. The hallmark of our value proposition is our ability to guide you through a tailored transaction process leveraging our deep industry knowledge and access to an extensive network of investors throughout the world.
Our Philosophy
You should expect a high level of integrity and candor as it relates to transaction issues, value expectations, and deal management from your investment banker. The foundational tenant of our Firm is to treat each client with the respect they deserve and always to have their best interest at heart. Unlike other financial advisory firms, we assign at least two managing directors to every project, thereby giving our clients the senior-level attention of a boutique firm.
Our Offerings
We provide financial advisory services related to mergers & acquisitions, and raising private capital for middle-market companies. We have relationships with strategic industry players; private equity and venture capital funds; and various types of debt financing sources.
Serving Middle Market Clients
We provide a full range of support and expertise for many different client requirements. Our clients fall into these categories:
- Established companies with revenues of $10 - $200 million seeking a company sale; growth financing; acquisition; merger; or a strategic investor.
- An emerging business seeking growth funding of debt, equity or company sale with funding requirements of at least $5 million.
Industry Focus
We have experience in a variety of industries and a particular focus on Business Services; Media & Entertainment; New Energy & ExplorationTechnologies; Enterprise Software Technologies; Travel.