A small firm for large decisions.
Middle market companies deserve the same caliber of advice large cap firms take for granted. Our partners bring that experience, with principals across the Americas.
The people who run every engagement.
You work directly with a senior partner, from first meeting through close.
Leads deal origination and sell side advisory. 70+ transactions closed across technology, ecommerce, SaaS, and business services.
25+ years on Wall Street, 250+ M&A and capital advisory deals, and $7B in capital raised, across top firms including Bear Stearns and PaineWebber.
Three decades across M&A, venture, growth, private equity, and public markets, with $31B deployed.
Specialist in cross border M&A, valuation, and strategic modeling across Europe and the Americas.
A decade advising on corporate, M&A, banking, and finance matters across multiple jurisdictions.
Why we exist
The most important transaction of an owner's life deserves the senior judgment, independence, and discretion that the largest banks reserve for their largest clients. We keep the firm small so that every client gets exactly that.
Principles that guide our work
Stewardship
Your company and your capital are a trust. We treat them with the care, discretion, and respect they deserve.
Integrity
Honest dealing and an honest word, in every detail. No exaggeration, no hidden agendas.
Your interests first
We serve your outcome, not transaction activity or our own agenda. Candid advice and clear judgment, so you can decide well.
Get in touch.
If you are considering a transaction or want to learn more about how we work, we welcome the conversation.
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