Services

• Mergers and Acquisitions (M&A) Transactional Advice

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

• Financings and Private Placements

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

• Strategic Planning

  • We provide business valuation and exit planning services
  • We provide fairness opinions
  • We consult to private equity and venture capital firms who are planning investments or acquisitions, or are seeking to improve the performance of portfolio companies

• Healthcare Specialty Practice

  • Focused on M&A advisory services for  middle market (US $5 -250 million) healthcare and life sciences companies

• Broker-Dealer Services

  • For independent, well-credentialed investment bankers seeking a strong compliance platform and collaborative environment on and in which to transact deals