Expertise You Can Trust, Execution You Can Count On

We are a leading investment bank – one of the first independent firms in the industry. Our difference is creating long-term shareholder value through our unmatched industry expertise and decades of experience.

ABOUT US

THE THREE PILLARS BEHIND OUR SUCCESS

We’re industry experts, great bankers, and good people who care deeply about our clients.

Meet Our Bankers

Clients hire our bankers to advise on their most important transactions.

Our Team

$1.0T+

Advised on

200+

Bankers

35+

Years in business

12+

Industries covered

Our Priority Has Always Been Our Clients

We provide strategic, expert advice across M&A, capital advisory and restructurings. With unmatched industry expertise, we develop tailored solutions based on decades of experience.

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Our Industry Coverage

With decades of deep industry expertise, we provide clients with specialized advice that supports their goals and objectives.

Explore All Sectors

Our Comprehensive Capabilities

We offer clients a diversified platform of capabilities, advising on mergers & acquisitions, capital solutions and restructurings.

Explore All Capabilities

Our Transactions

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Distribution

Served as financial advisor to NEFCO, a portfolio company of Bertram Capital, on the sale to Leonard Green & Partners

January 2026

Carbon Reduction Capital / Canaccord Genuity

Professional Services

Served as financial advisor to Carbon Reduction Capital on its sale to Canaccord Genuity

January 2026

Schill Grounds Management / TruArc Partners

Business Services

Served as financial advisor to Schill Grounds Management on its sale to TruArc Partners

January 2026

Healthcare

Served as financial advisor to Lantheus on the sale of its SPECT business to SHINE Technologies

January 2026

Business Services

Served as financial advisor to Xanitos, a portfolio company of Angeles Equity Partners, on its sale to Bessemer Investors

December 2025

Consumer Retail

Served as financial advisor to Righteous Felon on its minority investment from GroundForce Capital

December 2025

United Flow Technologies / Berkshire Partners

Distribution

Served as financial advisor to United Flow Technologies, a portfolio company of H.I.G. Advantage, on its sale to Berkshire Partners

December 2025

Media & Entertainment

Served as financial advisor to Broadsign on its acquisition of Place Exchange

November 2025

Consumer Retail

Served as financial advisor to Stance on its sale of assets to Marquee Brands

November 2025

Healthcare

Served as financial advisor to Niowave on its non-dilutive financing

November 2025

Industrials

Serving as financial advisor on the acquisition of TriMas Aerospace

November 2025

Media & Entertainment

Served as financial advisor to founder-owned Sounds True on its sale of book and audio original assets to Macmillan Publishers

October 2025

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Our People

We have exceptional bankers who clients want as their trusted advisors leading their most important transactions. Collectively, our team brings experience, integrity and credibility to every client assignment.

MEET THE TEAM