A small firm for large decisions.
Middle market companies deserve the same caliber of advice that large companies take for granted. Our partners bring that experience from Bear Stearns, PaineWebber, Goldman Sachs, and Evercore to every engagement.
The people who run every engagement.
You work directly with a senior partner, from first meeting through close.
Leads deal origination and sell side advisory. 70+ transactions closed across technology, ecommerce, SaaS, and business services.
25+ years on Wall Street, 250+ M&A and financing transactions, and $7B raised, at firms including Bear Stearns and PaineWebber.
Three decades across M&A, venture, growth, private equity, and public markets, with $31B deployed.
Specialist in cross border M&A, valuation, and strategic modeling across Europe and the Americas.
A decade advising on corporate, M&A, banking, and finance matters across multiple jurisdictions.
Why we exist
The most important transaction of an owner's life deserves the senior judgment, independence, and discretion that the largest banks reserve for their largest clients. We keep the firm small so that every client gets exactly that.
Principles that guide our work
Candor
We tell you what we see in your business and in the market, including what is hard to hear and when the right answer is to wait.
Perspective
Between them, our partners have founded companies, invested in them, and advised on their sale. Every recommendation draws on all three views.
Stewardship
A sale shapes what comes next for your family, your people, and your customers. We weigh a buyer's plans for the company as carefully as the price.
Get in touch.
If you are considering a transaction or want to learn more about how we work, we welcome the conversation.
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