Our Services

Growth Equity Advisory

Raise equity and debt capital for growth-stage private companies
Secondary private capital markets advisory to provide liquidity for investors, founders and employees

Mergers & Acquisitions

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

raiser

We utilize a robust deal management platform with integrated secure data room that improves process efficiency and transparency for our clients.

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finder

We also use AI-driven discovery tools to help our clients more effectively identify private investment / acquisition opportunities.

Our Next-Gen Tool Kit

raiser

We utilize a robust deal management platform with integrated secure data room that improves process efficiency and transparency for our clients.

finder

We also use AI-driven discovery tools to help our clients more effectively identify private investment / acquisition opportunities.