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 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
Served as financial advisor to Stance on its sale of assets to Marquee Brands
November 2025
Served as financial advisor to founder-owned Sounds True on its sale of book and audio original assets to Macmillan Publishers
October 2025
Served as financial advisor to MarshBerry on its sale to Lincoln International
October 2025
Served as financial advisor to FleetPride, a portfolio company of American Securities, on its merger with TruckPro
October 2025
Served as financial advisor to Advent International on its acquisition of PatientPoint
October 2025
Served as financial advisor to Nautic Partners on its acquisition of Cenavera Nutrition
October 2025
Served as financial advisor to Cotton Holdings on its sale to the Sullivan Brothers Family of Companies
October 2025
Served as financial advisor to Verity, a portfolio company of Resurgens Technology Partners, on its sale to TMX Group
October 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
M&A Today: Discipline in the Board Room — Lessons Learned When M&A Deals Unwind
A discussion on strategic discipline in M&A and lessons learned from the recent unwinding of several marquee M&A transactions …
Insights & Reports
Scott Moses Shares Five More Things You Might Not Know About Amazon and Whole Foods
Scott Moses, Head of Grocery, Pharmacy & Restaurants, shares “Five More Things You Might Not Know About Amazon and Whole Foods” in …
Insights & Reports
Food Distribution Sector Update – Q3 2025 Earnings Review
Food Distribution Quarterly Highlights Public food distributors continue to deliver steady earnings growth in a challenging macro environment Sales growth …




















