Investment Banking solutions are complementary, and a value add for our Wealth and Commercial clients. The ability to assess and evaluate strategic alternatives with tax, estate and wealth planning considerations in mind results in thoughtful planning and execution.
We pride ourselves on providing senior leadership independent, unbiased advice and taking a relationship-first approach to every engagement.
What makes us unique:
- Middle market experts – working exclusively with middle market companies, we create and execute the right solution based on client-specific challenges
- Senior-level attention – we take a hands-on approach by senior managers to plan and execute your solution
- Independent, objective advice – our financial solutions are unbiased; we always have the client’s best interests in mind, and avoid conflicts of interest
- Unparalleled resources – by partnering with our wealth and commercial teams, we have access to data sources, proprietary research and talent unmatched by any other corporate advisory boutique
- Customized solutions – we take the time to thoroughly analyze the client’s business and understand ownership’s goals, and create and execute the right solution based on client-specific challenges
Our Investment Banking team provides a full range of corporate advisory services and direct lending solutions to middle market companies and their owners across all major industry sectors.
Mergers & Acquisitions
- Sales and divestitures
- Acquisition advisory
- Transaction readiness
- Private placements of senior and subordinated debt, and equity
- Capital structuring and financing advisory services
- MBO / succession planning
- Go-private initiatives
- Board advisory
- ESOPs
- Growth capital
- ABL, cash flow and leveraged solutions
- Recapitalizations / restructuring
- Sponsor finance