Our team is comprised of experienced investment bankers, industry specialists, and financial experts who bring decades of expertise in mergers and acquisitions, capital raising, and strategic advisory services. Each member is dedicated to helping middle-market businesses achieve their goals.

We have dedicated professionals with deep expertise across a variety of industries, including technology, healthcare, manufacturing, automotive, government contracting, consumer products, and more. Visit our Industry Expertise section to learn more about our focus areas.

Our team takes a collaborative and personalized approach to every engagement. We work closely with you to understand your business, goals, and challenges, tailoring our strategies to meet your specific needs and maximize outcomes.

Our team members come from diverse backgrounds, including senior leadership roles in the industries we serve, as well as investment banking, private equity, and corporate finance. Many hold advanced degrees, professional certifications, and extensive transactional experience.

You can find individual profiles and contact information for our team members on this page. Simply click on a team member’s profile to learn more about their expertise and to get in touch with them directly.

Our team combines deep industry knowledge, a proven track record in middle-market transactions, and a commitment to personalized client service. We pride ourselves on delivering value-driven solutions and building long-term relationships with our clients.

Our leadership will carefully match you with a team member whose expertise aligns with your industry and business objectives. If you’re unsure, feel free to reach out for guidance, and we’ll connect you with the right expert.

Visit our Recent Transactions page to see case studies and highlights of deals we’ve completed. These examples showcase the experience and success our team brings to every engagement.