parallax background

Who We Work With

Clients are the lifeblood of our business. Our clients are viewed as partners and therefore long term relationships are the cornerstone of our firm.

Our approach is to find solutions that achieve the best outcome with the least amount of cost and disruption to the companies we service. As an independent firm devoid of any conflicts, our ability to achieve outcomes and build strategic partnerships with clients is central to our strategy.

Given the broad experience of our senior bankers we have the expertise to service clients across the continuum from start-up phase to mature public companies. While the needs of clients are different depending on phase of development of their business, our industry and product knowledge gives us a unique perspective in evaluating solutions that best meet our clients’ needs.


Recaps Using an ESOP



Sale to National Carwash Solutions



Sale to Dover Corporation



Sale to Sky Island Capital



$71 million capital raise



Sale to Tailwind Capital

Sale to NMS Capital

Financial Restructuring Advisor

Sale to ConvergeOne


Sale to Incenter


Significant Equity Investment from Sageview Capital

$50 million participating financing facility

Sale to Bear Stearns

Sale of an interest to Southern Container

Sale to the Middleby Corporation

Sale to Velocity Express

Sale to the Comvest Group

Sale to SS&C

Sale to Sungard Systems

Sale to JLL Partners

Sale to JP Morgan

$26 million registered direct offering

$187 million acquisition of Propel Financial Services

Financial Advisors for Strategic Alternatives

Evaluated Strategic Acquisitions


$111.2 Million Tax Lien Securization

Financial Advisor to S&J Property Management, LLC

Sale to the Audux Group

$6.5 million venture financing

$15 million real estate fund

Acquisition of Patriot Special Metals

$15 million securitized financing

$350 million participating warehouse facility

Sale to a subsidiary of Marubeni Corporation

Expert Witness Testimony

$3 Million Venture Financing

$60 million asset-backed commercial paper facility

Expert Witness Testimony

Sale to Lehman Brothers

Expert Witness Testimony

Sale to the UK Department of Health

Expert Witness Testimony