Investment Banking for Emerging and Middle Market Companies

Who We Are

Our Team

Our team of professionals has worked on hundreds of transactions with an aggregate size of over $10 billion. Our target markets and industries range from financial services, software and computer hardware, consumer products, distribution and logistics, gaming, healthcare, manufacturing, real estate, semiconductors and many more.

Managing Partner

 20+ years as leader of firm and advising and investing in high growth

Managing Partner

Internationally renowned expert in business planning, capital raising, & new venture development; author of Start at the End.

Vice president

300+ transactions in information technology, healthcare, financial services, mobile, real estate, consumer products, & media/entertainment.

Chief Client Officer
Strategic Planning • Deal Management • Corporate Financial Analysis and Projections • Qualitative and Quantitative Research • Industry Trend Analysis • Positioning and Storytelling • Financing Strategy and Sources
Investment Banking Director

Head of transactional execution and buy side M&A. Over $1 billion+ in closed transactions.

Managing Director
25+ years experience of leading M&A and capital raising transactions, with 130 transactions totaling over $15 Billion.
Managing Partner

Proven CXO Executive and Founder • Principal Investor • Strategic Advisor

Engagement Partner
Specializing in intelligent strategic planning, agile plan execution, and raising capital in support of that plan.
Director of Research
Oversee firm’s research practice – conducting comprehensive industry, customer and competitor analyses in order to determine and quantify market opportunities.

Private Wealth Advisor

Specializing in Alternative Investments, Tax Mitigation, Estate Planning, and Portfolio Optimization