Creative investment banking for wealth & asset management firms & their clients
People, Purpose, Partnership
We are investment bankers who partner with wealth and asset management firms to maximize long-term value. We focus on producing meaningful outcomes by customizing our process and solutions to fit our clients needs.
Services
Strategic expertise in Wealth & Asset Management
Mergers & Acquisitions
Advisors to sellside and buyside clients
Capital Solutions
Advisors for equity and debt capital raising
Enterprise Advisory
Enterprise advisor offering services to enhance firm value
Private Investments
Direct investment with debt or equity capital
Transactions
Select Transactions
has combined with
$35 billion
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Industries
Wealth Management
Services
M&A
has acquired
Largest-Ever CPA-to-Wealth Management Deal
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Industries
Accounting
Services
M&A
has acquired a majority stake in
$5.7 billion
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Industries
Wealth Management
Services
M&A
has made a minority investment in
$3.9 billion
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Industries
Wealth Management
Services
Capital Solutions
has been acquired by
$3.6 billion
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Industries
Wealth Management
Services
M&A
has received a strategic, minority investment from
$2.5 billion
Additional Details
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Industries
Wealth Management
Services
Capital Solutions
Paying it forward
Investing in education to enable the next generation of aspiring students