Financial, strategic, and senior level operating experience
Efficiently raise capital or find the right buyer for your business by leveraging our experience
Efficiency
Expertise
Execution
Focus on running your business. Let us work on finding the right buyer or investor for your company.
We understand, because our bankers and advisors have held senior-level executive positions at financial, technology, and healthcare companies.
Our Personalized Approach
Our size is an asset that allows us to provide unparalleled attention and deliver customized solutions by leveraging our experience and our vast network of investors, banks and corporate contacts.
Our Approach Drives Success
Understanding Your Business
By quickly understanding your business and financing needs, we work with you to develop a plan to achieve your objectives.
Identifying Investors or Acquirers
We leverage our relationships and experience to help you efficiently identify and target the right investors or buyers for your company.
Negotiating the Deal
Our experts advise and assist in negotiating a deal that’s right for your company.
Types of Transactions:
Mergers and Acquisitions
Capital Raises
Restructurings
Strategic Partnerships
Advisory Services
Industry Focus:
Software/SaaS
AI
FinTech
HealthTech
Medical Devices
Emerging Technology