Our Value Proposition

To deliver top tier financial skills, industry expertise and institutional investor perspective to companies not typically served by the major wall street advisors

Focus

  • We are Focused on the middle market
      Transaction value from $5 million to $500 million
      Demonstrated track record of maximizing value
      Access to buyers/investors focused on middle market

Objectivity & Independence

  • Objective and Independent Advise is Our Core Business
      Active dialogues with strategic buyers and financial investors
      Independent advice with no sales trading/research/credit conflicts
      Relationship focused

Experience

  • We Dedicate Senior Bankers to Every Client’s Assignment
      Wall Street expertise with more than 80 years of combined experience
      Senior level attention on all deals
      No hand-off to junior staff