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What We Do

We provide expert investment banking advisory and execution services to middle market IT and Business Services companies.

M&A Advisory Services

We work diligently to provide our clients with advisory and execution services which enable them to make the best decisions possible for their companies, shareholders, employees and families. We have extensive experience across all types of transaction structures, ownership dynamics and financial trends.

– Sellside transactions
– Buyside transactions
– Majority recapitalizations
– Restructurings

Capital Raising Services

We provide clients with access to privately-sourced equity and debt capital (both senior and subordinated/mezzanine).

– Private growth equity
– Private debt
– Minority and dividend recapitalizations
– IPO consulting and underwriter selection
– Direct investments

Business Advisory Services

In addition to investment banking services, we provide our clients with:

– Management consulting
– Board membership
– Industry-specific roadmaps