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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
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THE THREE PILLARS BEHIND OUR SUCCESS

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

Clients hire our bankers to advise on their most important transactions.
Our Team
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Key Statistics

$1.0T+

Advised on

200+

Bankers

35+

Years in business

12+

Industries covered

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.

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Our Comprehensive Capabilities

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

Our Transactions

Advent International / PatientPoint
Media & Entertainment
Served as financial advisor to Advent International on its acquisition of PatientPoint
October 2025
Nautic Partners / Cenavera Nutrition
Business Services
Served as financial advisor to Nautic Partners on its acquisition of Cenavera Nutrition
October 2025
Verity / TMX Group
Technology
Served as financial advisor to Verity, a portfolio company of Resurgens Technology Partners, on its sale to TMX Group
October 2025
Ardian / Blackstone
Infrastructure, Power & Renewables
Serving as financial advisor to Ardian on its pending sale of Hill Top Energy Center, a 620 MW CCGT in PJM APS, to Blackstone
September 2025
C&S Wholesale Grocers / SpartanNash
Grocery, Pharmacy & Restaurants
Served as financial advisor to C&S Wholesale Grocers on its acquisition of SpartanNash
September 2025
MarshBerry/Lincoln International
Professional Services
Serving as financial advisor to MarshBerry on its pending sale to Lincoln International
September 2025
G2 Tenex Menzies
Business Services
Served as financial advisor to G2 Secure Staff, a portfolio company of Tenex Capital, on its sale to Menzies Aviation
August 2025
GUESS / ABG
Consumer Retail
Serving as financial advisor to the Special Committee of Guess?, Inc.’s Board of Directors on Guess?, Inc.’s take-private transaction by Authentic Brands Group LLC, Co-Founders and CEO
August 2025
Everpeak Capital Group / Comlux America, LLC
Industrials
Served as financial advisor to Everpeak Capital Group on its acquisition of Comlux America, LLC
August 2025
SG Credit Kayne Anderson BDC
Financial Institutions
Served as financial advisor to SG Credit on its strategic partnership with Kayne Anderson BDC
July 2025
PharmaLogic / Agilera Pharma AS
Healthcare
Served as financial advisor to PharmaLogic, a portfolio company of Webster Equity Partners and MedEquity Capital, on its acquisition of Agilera Pharma AS
June 2025
GetixHealth / Americollect
Healthcare
Served as financial advisor to GetixHealth, a portfolio company of H.I.G. Capital, on its acquisition of Americollect
June 2025

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.

Peter J. Solomon

Peter J. Solomon

Founder & Chairman
Marc S. Cooper

Marc S. Cooper

Chief Executive Officer
Tammy Sheffer

Tammy Sheffer

Chief Operating Officer

Insights & Perspectives

Explore our thought-leadership insights and perspectives for the latest on industry trends and market developments.

Industry Q&A: Trends in Insurance, Focusing on Health Insurance, Self-Funded Solutions, and the Impact of Regulatory Changes
Insights & Reports

Industry Q&A: Trends in Insurance, Focusing on Health Insurance, Self-Funded Solutions, and the Impact of Regulatory Changes

By Marc Cooper As many consumers contemplate their health insurance options during the Open Enrollment period, which takes place at …
Data is Powering AI – Signs Point to a Strong 2026, Fueled by the Hunger for Data
Insights & Reports

Data is Powering AI – Signs Point to a Strong 2026, Fueled by the Hunger for Data

By Craig Muir, Partner and Head of Software, Data & Analytics From tariffs and geopolitical uncertainty to high interest rates, …
Retail Media Advertising Update
Insights & Reports

Retail Media Advertising Update

Retail Media Advertising Growth Trends Young, Highly Fragmented Market Leaves Ample Room for Development High Margin Business Encourages Involvement Differentiated …