Overview

We offer our clients a broad range of capital raising and strategic and financial advisory services in connection with mergers & acquisitions, private placements, valuations and fairness opinions. Our seasoned technology investment banking team has a proven track record of executing transactions for emerging growth and middle market companies. Our focus and expertise extends well beyond traditional investment banking advisory services to assisting clients in evaluating broad market opportunities and developing long-term strategic direction which may involve both organic and M&A-driven expansion. Our strength lies in our ability to generate innovative ideas and solutions and provide objective, unbiased advice as an effective extension of our clients’ corporate development organizations. Our corporate culture is built on teamwork, integrity and professionalism and we emphasize long-term relationships with clients spanning multiple corporate entities and transactions.

First-rate execution from experienced corporate finance and M&A professionals

  • Extensive transaction execution experience and deep industry expertise
  • Strong understanding of complex transaction issues
  • Specific expertise in complicated, multi-faceted M&A and financing assignments
  • Refined and responsive transaction process tailored to the goals and objectives of our clients
  • 24/7 support via email, phone and face-to face interaction

Senior-level attention throughout the transaction process

  • Each deal is executed by senior bankers working in very close collaboration with client management teams
  • Senior level access to leading industry executives, investors and entrepreneurs
  • Intimate involvement in every step of the transaction process, including the negotiation of final documentation, through to closing

Independent judgment and experience

  • Firm culture of providing clients with unbiased and insightful advice
  • Providing sound advice is core to our long-term success in serving clients
  • We view M&A as a solution, not just a transaction
  • Focused on producing the best possible outcome, not making unrealistic promises

Relentless focus on maximizing value for our clients

  • Aggressive approach to negotiating value for clients
  • In-depth technical and financial skills for value-enhancing deal structuring
  • Creative “out of the box” solutions to transaction roadblocks