Our company is the brainchild of two Wall Street veterans who merged their 70 years of combined investment banking and investment management experience to create one of the fastest growing investment banks in the country. We serve all industry sectors, but the common thread is that our clients have the size and quality to appeal to blue-chip financial and strategic buyers.
For the entrepreneurs who have built successful companies, for the founders whose vision and sacrifice have created valuable enterprises where none existed before, we develop exit strategies that help maximize wealth and multiple choices. With our long experience and extensive relationships across private equity and strategics, we orchestrate a competitive bidding process to help achieve optimal pricing and terms for you and your company. From the initial kick-off meeting to the champagne toasts at the closing dinner, we’ll take you through every step of the journey, carefully managing what may be the most important transaction of your career. The undertaking can be difficult and protracted, the negotiations tense and exhausting, but the outcome can transform years of hard work into life-changing liquidity and freedom. Throughout the process, our team remains laser-focused on moving your transaction to the finish line and maximizing your satisfaction as you cross it. We are not just deal-makers, we are dream-makers, and we love what we do.

We greatly welcome the opportunity to meet you and provide you with world-class investment banking services.