Our services include an in-depth analysis and understanding of complex matters that affect financial services.

We provide a range of consulting, advisory and capital raising services to our clients. Our role varies from working closely with and developing long-term relationships with senior management and Boards of Directors in identifying and evaluating potential transactions and strategies to discrete advisory assignments and services. In addition, we offer ancillary finance-related services through affiliates and long-standing business relationships.

• Strategic, advisory, valuation and private placement consulting services

• Bulge bracket relationships to clients across a broad spectrum

• Global knowledge and capabilities

• Senior level experience with excellent resources

• Intimate knowledge of unique transaction structures

• Innovative financial and structuring ideas 

• Management of commercial banking relationships and products 

• Creative, cost-effective, marketable solutions

• Expert witness testimony and litigation support services

• Ability to leverage industry / Wall Street relationships

• Active role in executing investment banking products through major Wall Street firms where we have relationships