Investment Banking

Emerging and middle market companies face issues and challenges very different from those of larger companies. Successful execution of middle market transactions requires rigorous attention to detail, specialized experience, and proven judgment. Large investment banks, regional brokerage firms, commercial banks, and accounting firms do not provide the requisite time commitment, thoughtfulness, or senior-level attention essential to deliver tailored, creative advice to owners of middle market companies.

We have spent most of our careers focused on the creating and managing wealth for emerging growth and middle market companies. We’ve advised financial sponsors in the sale and financing of their portfolio companies, assisted owners of privately held companies in the sale or refinancing of their businesses, and worked with large private and public corporations in negotiating acquisitions and divestitures.

We pride ourselves on our integrity, strong client focus, and reputation for providing honest, straightforward advice. These principles, combined with our experience and commitment to excellence, help us achieve successful results for our clients.