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An independent investment bank serving as the trusted advisor to the middle market.

About Us

Our firm was founded in 2004 to provide high-quality bespoke advisory and financing services to middle market companies and their owners.

Since 2004, we have advised entrepreneurs, management teams, family offices and institutional investment firms on mergers & acquisitions, restructurings & special situations, and equity & debt capital raises. 

We have been fortunate to advise clients who are innovative leaders in their respective fields, a sample of which can be found here. 

We put our clients first, act with integrity & discretion, and deliver excellence of execution in everything we do.