A track record of success - our Managing Directors have closed over $45 billion of M&A, financing & restructuring transactions.

Sectors / Industries
We have significant experience and a proven track record across a wide array of traditional and high-growth sectors/industries but believe we can add the most value in the following areas:
Consumer
Industrials
Materials
Technology
Other
We also have an external partnership with a global middle market investment bank that we can tap into to deepen industry expertise and to deliver global reach where it is best for clients.

Values

Dedication & Passion for Excellence

Trust

Integrity

Understanding

Communication
We work hard for our clients, are passionate about what we do and go the extra mile to achieve exceptional client results.
We align ourselves with clients and are focused on their long-term goals not our short-term benefit. We work diligently to earn the trust of our clients.
We value honesty, strongly believe in partnership and do what we say we are going to do.
We understand that outcomes of strategic transactions materially impact the lives of owners and managers. We understand that making important strategic decisions can require patience and seeing things from our client's perspectives.
We understand that both listening and effectively articulating our perspectives are required to optimally work through the complexities inherent in strategic transactions.