Investment Banking

Creating, managing and realizing shareholder value in today’s increasingly competitive global marketplace is difficult at best. It helps to have an experienced financial advisor bring additional resources and perspective to the task. Our goal is to develop strategic, long-term relationships with our clients and be among their most important advisors.

From day one, we think strategically about our client’s business. We start with a clean slate—erasing all preconceived notions—to first listen, then analyze the company’s performance, management and other functional departments, and the external environment. Then we present our best advice.

Mergers & Acquisitions

Corporations, management buyout groups, and private equity groups retain us to advise on financial or strategic mergers and acquisitions. Our rigorous analysis tests the rationale of prospective deals and leads to better decisions by our clients.


Whether you’re looking to divest of a business unit to focus on your core competencies or sell to achieve diversification, liquidity or some other estate or succession-planning objective, we’re ready to help.

Capital Sourcing

Our knowledge of commercial lending and the private capital markets benefits clients throughout the capital sourcing process, from determining the optimal capital structure to preparing a request for funding.

Investment Banking Experience