Advisory

Mergers & Acquisitions


We advise both buy-side and sell-side clients in identifying and executing on M&A opportunities across a wide variety of industries and sectors


Capital Raising


We work closely with our clients in evaluating their capital needs, positioning, and developing a target investor group that can help them meet those capital requirements


Restructuring


Our team assesses the financial and operating condition of the company and explores a broad range of financial and strategic alternatives that meet our client’s needs


Corporate Finance


We work with our clients to provide solutions to a variety of corporate finance challenges a company may encounter


Philanthropic Capital Services


For social enterprise, our firm has pioneered a unique public/private partnership investment model that allows our clients to access philanthropic capital (in the form of private foundation grants) for the purpose of subsidizing growth and multiplying social and environmental impacts