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Innovating the Future of Investment Banking

As dedicated client advocates, we provide independent advice and leverage a vast professional network, enhanced by an advisory board of experts, thought leaders, and industry executives

Our Competitive Advantage

Wall Street Sophistication

Seasoned M&A advisors that have been at leading investment banking firms, each with 20+ years of experience. We are relentless client advocates and provide senior level attention and execution on all deal phases of every deal.

Independent Advice

Cultivating long-term relationships by delivering extraordinary value to our clients. Ability to provide unbiased solutions.

 

Creative Positioning

We are focused on insightful and tailored positioning, creating unique and inclusive angles for our clients to maximize value in the market. Our commitment to excellence in everything we do ensures that our clients receive the highest standard of service and support.

 

Industry Resources

Deep and extensive professional network supplemented with advisory board of experts, thought leaders, and operating executives.

UNMATCHED EXPERIENCE

Decades of Wall Street expertise.
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Sell-Side M&A

Family-owned businesses

Private equity exits

Stressed/Distressed/363 and Court order sales

Corporate divestitures

Buy-Side M&A

Platform acquisitions

Bolt-on acquisitions

Thesis development

Management buyouts

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Merchant Banking + Debt Solutions

Underwriting and syndication

Portfolio management

Corporate restructuring

Project financing

Equity capital markets

Leveraged finance capital

Corporate derivatives

Structured finance

Real estate financing

Capital Raising

Refi/Recap

Leverage Buyouts

Dividend Recaps

Management Buyouts 

Turnaround/Bridge Loans

Acquisition Financing

Growth Equity

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