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M&A | Private Placements | Strategic Partnerships

Our M&A advisory business provides confidential, strategic and tactical advice to early-stage and middle-market growth companies.  By virtue of their size and stage of development, many of our clients are likely to require expertise not in a single transaction, but numerous transactions that can be part of a company’s overall strategic direction.

We work as a partner with strong management teams that have a significant personal investment in the company and a clear business strategy.  Our approach is to work as a trusted senior advisor to top corporate officers and boards of directors, helping them devise strategies for enhancing shareholder value. We believe this relationship-based approach to our M&A advisory business gives us a competitive advantage in serving a distinct need in the market today. 

We believe our M&A advisory practice can be differentiated from that of our competitors in the following respects:

  • Objective Advice with a Long-Term Perspective.  We seek to recommend shareholder value enhancement strategies or other financial strategies that focus on the long-term success of our client companies.
  • Transaction Execution & Results.  Our principals have advised on more than $20 billion of announced transactions, including acquisitions, sale processes, mergers, recapitalizations and restructurings.
  • Senior-Level Attention & Experience.  We bring senior-level attention to all facets of a transaction, from the initial evaluation phase to the final stage of executing our recommendations.
  • Independence & Confidentiality.  We do not underwrite securities, publish securities research or act as a lender. This enables us to avoid the potential conflicts that may arise from these activities at larger, more diversified competitors.