Broker Check

Investment Banking

Relationships. Rigor. Results.

April 2022: Please read here for a press release that formally details the relaunch of our Investment Banking Group.

Our Investment Banking Group has a distinguished history in advisory and capital markets transactions. As a fully licensed and registered broker dealer, our team services both private and public corporations, as well as private equity clients. Leveraging the industry knowledge and process expertise, as well as the deep buyer relationships of our senior bankers, we have a demonstrated track record of long-term success.

As a privately-owned family business, we appreciate the complexities of owning and running a company. Our team approaches the responsibility of advising owners and key members of management with the same important standards and principles that have guided our business for over 40 years.  We are engaged and committed with a dedicated focus, we value our relationships, we work with rigor, and we return results. Our Investment Banking Group provides the expertise and customized service of a boutique practice, with the resources, experience, intellectual capital and infrastructure of larger firms.

We pride ourselves on facilitating a competitive process with the objective of delivering optimal outcomes for all stakeholders. Investment Banking services include:

ADVISORY

Mergers and acquisitions

Divestitures

Recapitalizations

Valuations

Fairness opinions

CAPITAL MARKETS

  Leveraged acquisition financings

Refinancings

Private placements

Capital raises