Services

Among other services, bankers on our platform offer to clients:

• Mergers and Acquisitions (M&A) Transactional Advice

  • Sell-side and buy-side transactional and execution services for clients planning to sell or acquire businesses.

• Financings and Private Placements

  • Advising and assisting emerging and lower middle market companies raise equity and debt financing
  • Providing corporate restructuring services for troubled and underperforming firms, as well as following a divestiture, merger or acquisition

• Strategic Advisory

  • Business valuation and exit planning services
  • Fairness Opinions
  • Advising and contracting with family offices, private equity and venture capital firms who are planning investments or acquisitions, or are seeking to improve the performance of portfolio companies