Our team is comprised of current and ex operators, private equiteers and investment bankers. As a result of our diverse backgrounds, we work to provide the right mix of investment banking and fintech development advisory in a single shop. By combining human, financial and technological capital we are better able to scale deal sourcing, research, operations and distribution.
We use the latest financial technology to more effectively target investors, issuers and other parties to capital transactions. We maintain a team of in-house software developers to provide the right software engineering expertise to ensure technology becomes a help and not a hindrance toward completion of a deal.
Entrepreneurs and investors alike rely on our technical know-how in deal process management, powered by technology for maximizing results in M&A and capital formation projects.
Maximizing outcomes at every stage of the corporate capital transaction life cycle
Most entrepreneurs experience limited capital transactions throughout the lifetime of their business. Our team assists business owners in the most important transactions they might experience, assisting in complex and nebulous processes.
Our overarching services revolve around the following critical areas
- Value maximization through sell-side mergers & acquisitions
- Strategic buy-side acquisition advisory for inorganic growth
- Debt and equity capital formation for planned growth
- Corporate recapitalizations & restructurings
- Market research, book preparation & business valuations
- Carve-outs, divestitures & divestments
Achieving Client Objectives One Deal at a Time
Our firm believes that ensuring a process that is efficient, organized, and detailed yields high closure rates, and satisfies both clients and investors.
We go above and beyond to execute a closing process that successfully meets all financing project end goals.
As the facilitator of each transaction, we put in the time to strategically assess, thoroughly evaluate, and carefully plan each step in the process to ensure that each point in the transaction is focused on core project objectives.
More than $180Min successful exits
Let's discuss what we can do for your business
Do not hesitate to get in touch