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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

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