CPA, ABV, ASA, LREB, LREA
Senior Managing Director
Senior Vice President
Executive Managing Director, Principal
Our team is led by investment bankers and corporate finance specialists that have meaningful experience advising clients in evaluating strategic and financial alternatives, creating and executing sell-side and buy-side M&A strategies, and identifying cost-effective financing alternatives and sources.
Large events like selling or buying a business, putting together the capital needed for a new building or expansion, or re-financing current debt are generally not done often. When these events come up in the life cycle of a business, our team of specialists work with you to bring the industry knowledge before, during and after the transaction.
There are many strategic and financial opportunities that can arise during a transaction and having a team behind you can prove to be the difference in whether your objectives are met. Our investment banking specialists work with middle-market business owners on: