Our Services

We work with private and public companies, venture capital and private equity firms and entrepreneurs.

Mergers & Acquisitions

To meet varied client needs, our engagement terms are flexible.

To be most effective, we work with a select number of clients at any one time.

Clients get senior involvement throughout each engagement, including direct and frequent interaction with senior management, detailed financial and strategic analysis, and highly creative deal structures.

Clients also benefit from our broad and unique skill-set: as investment bankers, entrepreneurs and principal investors, we have a sure set of hands and strong persuasive and negotiating skills.

Mergers & Acquisitions Advisory Capabilities Include:

• Buy-side Advisory Transactions
• Exclusive Sell-side Transactions
• Shareholder Defense
• Corporate Divestiture Transactions, Carve-Outs, Spin-Offs
• Management and Leveraged Buyouts
• Strategic Alternative Reviews
• Restructuring and Reorganization Plans

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Custom Capital Solutions

Our proven ability to raise capital in unthought-of ways begins with treating each client engagement individually. We continually explore new and better financial solutions to meet the evolving challenges that companies in dynamic industries face to extend their market leadership and improve financial performance.”

We are also known for layering the capital structure with a combination of various forms of equity, debt and/or hybrid securities to create a custom capital solution to meet clients’ specific financing needs.

As seasoned professionals, we bring decades of extensive domestic and cross-border capital raising and debt and equity market experience to every engagement. During challenging periods when the markets were perceived to be “closed,” we successfully raised capital for our clients.

As entrepreneurs raising capital in the past for our own businesses, we know how critical the right positioning is to attract investors to an investment story.

Capital Raising Capabilities Include:

• Equity Financing for Early-Stage Ventures
• Growth Capital for Private Companies with Revenue & Operating Histories
• Senior, Subordinated & Mezzanine Debt
• Structuring & Restructuring Debt Facilities, Capital Leases
• Project Finance

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Corporate Finance Advisory

Clients have ready access to senior bankers with extensive capital market experience in raising debt and equity from institutional investors.

On a wide range of issues, our deep understanding of evolving technology lifecycles enables us to advise management teams and board of directors more astutely.

Corporate Finance Capabilities Include:

• Analyzing Optimal Capital Structure
• Establishing Dividend Policies
• Executing Share Repurchase Plans

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