Creative Middle Market Investment Banking for Wealth & Asset Management Firms & Their Clients
Industry Experience
Financial Services • Business Services • Industrials • Retail • Marketing • Healthcare
Technology • Manufacturing • Energy • Transportation • Construction • Real Estate
People, Purpose, Partnership
We are investment bankers who strive to value people more than monetary gain. Our purpose is to help you achieve your purpose. We accomplish this through a deep commitment to partnership with you, and by customizing our process to achieve the outcomes you desire.
Services
Strategic Expertise on Complex Transactions
Mergers & Acquisitions
Advisors to sellside and buyside clients
Capital Solutions
Advisors for equity and debt capital raising
Enterprise Advisory
Advisory services to enhance value, structure, and productivity
Private Investments
Direct investments 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