Investment Banking

As a leading full-service investment bank, we provide a full array of investment banking services, including merger and acquisitions advisory to public and private companies, initial and secondary public offerings and institutional private placements.

Our hands-on approach to traditional investment banking allows the firm's professionals to better understand our clients’ business objectives and efficiently execute strategic alternatives to meet these needs. Whether the client is an entrepreneur seeking to recapitalize a business, a company in search of capital or an institution looking to monetize a portfolio holding, we can proactively develop a strategy and work collaboratively to develop a creative solution to maximize shareholder value.

Industry Expertise: 

Our clients span a wide range of industries and encompass businesses owned by entrepreneurs, institutional investors and publicly-traded companies. We have specialized industry relationships and transaction experience in the following sectors:

Industry
Automotive & Motorsports
Aerospace, & Defense
Business Services
Capital Markets
Consumer Products & Services
Depositories
Energy
Financial Institutions (FIG)
Healthcare & Medical Devices
Healthcare IT
Industrials & Basic Materials
Industrials: Building Products
Internet Services
Media & Entertainment
Optical Technology
Real Estate Investment Trust (REIT)
Retail, Apparel & Footwear
Restaurants & Food Products
Semiconductors & Capital Equipment
Small Business Investment Company (SBIC)
Software & Technology Services
Specialty Finance
Telecommunication Equipment
Telecommunication Services


Each of our industry sectors is comprised of a dedicated team of highly experienced professionals that understand the unique characteristics of their respective industry. We maintain relationships with decision makers of most industry leading companies, as well as institutional investors with specific industry interests and industry portfolio holdings. 

For inquiries regarding sector or product expertise, please contact .(JavaScript must be enabled to view this email address) or .(JavaScript must be enabled to view this email address).

For general Investment Banking inquiries, please email .(JavaScript must be enabled to view this email address).