Our senior advisors average 20+ years in transaction experience, with many of those years as principals, dealmaking for our own accounts.   We know what it feels like to plan and negotiate transactions that put much of your net worth at risk.  And that experience gives us the unique ability to connect with our clients, and drive tremendous value.

Our firm is small by design in order to provide senior banker attention on every assignment and to enable us to provide creative and flexible compensation structures. If we cannot provide the highest level of attention, we will not take on the assignment.

Through our unique approach and aggressive deal processes, we have earned a great reputation for making transactions faster, smoother, and more profitable.

We exclusively focus on lower-middle market businesses, with an emphasis on the following industries:

  Healthcare & Life Sciences

  Energy & Cleantech

  IT & Communications

  Diversified Industries