Our Services
Growth Capital Advisory
Mergers & Acquisitions
Raise equity and debt capital for growth-stage private companies
Secondary private capital markets advisory to provide liquidity for investors, founders and employees
Advise on and execute strategic exits for private companies and their investors
Identify and execute strategic acquisitions for larger public companies and PE firms
How We’re Different
Unlike other investment banks, we augment our team’s considerable experience with a suite of unique technology tools to significantly increase our reach, visibility and relationship network and drive superior outcomes for our clients.
Private Capital Markets Increasingly Complex
The private capital markets have seen an order of magnitude increase in complexity given the massive influx of capital since the financial crisis from many non-traditional global sources.
Global Assets Under Management
Sources: (1) Preqin 2017 (2) Capgemini 2017 Global State of Family Offices Report; represents 3,000+ single and multi-family offices
Traditional Banking Relationships Lack Breadth and Depth
Technology and data reduce time and transcends personal relationships.
How We Work
Investor Identification
Broad and deep database of counterparties
Algorithmic recommendations
Company and Banker curated
Process Discipline
Customized and targeted marketing plan
Company controlled disclosures
Transparent counterparty dialogue/feedback
Transaction Results
Value-added counterparties
Optimized transaction outcomes
Aligned with client interests
Our Next-Gen Tool Kit
We utilize a robust deal management platform with integrated secure data room that improves process efficiency and transparency for our clients.
We also use AI-driven discovery tools to help our clients more effectively identify private investment/ acquisition opportunities.
