Key Statistics
$1.0T+
Advised on
200+
Bankers
35+
Years in business
12+
Industries covered
Our Priority Has Always Been Our Clients
We provide strategic, expert advice across M&A, capital advisory and restructurings. With unmatched industry expertise, we develop tailored solutions based on decades of experience.
Our Transactions
Served as financial advisor to Vytl Controls Group, a portfolio company of MiddleGround Capital, on the sale to SunSource
January 2026
Served as financial advisor to Harper Engineering on its sale to Loar Holdings Inc.
January 2026
Served as financial advisor to Tailwind Hospitality, and its principal owner Palladin Consumer Retail Partners, on its sale to Crestview Partners with AltitudeX Aviation Group
January 2026
Served as financial advisor to NEFCO, a portfolio company of Bertram Capital, on the sale to Leonard Green & Partners
January 2026
Served as financial advisor to Carbon Reduction Capital on its sale to Canaccord Genuity
January 2026
Served as financial advisor to Schill Grounds Management on its sale to TruArc Partners
January 2026
Served as financial advisor to Lantheus on the sale of its SPECT business to SHINE Technologies
January 2026
Served as financial advisor to Xanitos, a portfolio company of Angeles Equity Partners, on its sale to Bessemer Investors
December 2025
Served as financial advisor to Righteous Felon on its minority investment from GroundForce Capital
December 2025
Served as financial advisor to United Flow Technologies, a portfolio company of H.I.G. Advantage, on its sale to Berkshire Partners
December 2025
Served as financial advisor to Broadsign on its acquisition of Place Exchange
November 2025
Our People
We have exceptional bankers who clients want as their trusted advisors leading their most important transactions. Collectively, our team brings experience, integrity and credibility to every client assignment.
Insights & Perspectives
Explore our thought-leadership insights and perspectives for the latest on industry trends and market developments.
Perspectives
The Information Services Selloff: Why the Market Is Missing the Moat
By James Butcher, Technology Managing Director The recent market selloff in information services stocks has sent investors scrambling for the …
Insights & Reports
Healthcare Industry Perspectives Shaping the 2026 Outlook
Last month, industry leaders convened in San Francisco for the 44th annual J.P. Morgan Healthcare Conference. Jon Hammack, Head of …
Insights & Reports
M&A Outlook and Trends
Deal Momentum Accelerating in 2026 After 2025 closed with the highest volume of M&A activity since 2021, we anticipate a …






















