Since 2007, we have provided customized investment banking and strategic growth advisory solutions to a wide range of North American and European clients, including Fortune 500, middle market, and early stage/growth companies, as well as international banks, private equity firms, and hedge funds.

• Our larger clients typically utilize us for discreetly obtaining market intelligence and directly sourcing actionable commercial opportunities related to M&A, selling smaller business units, and a variety of bespoke consulting projects.

• Middle market clients tend to use us for market intelligence, raising capital, acquiring other businesses, company sales, and a variety of bespoke consulting projects.

• Smaller clients tend to need assistance across the full spectrum of business requirements.


Our comprehensive approach to servicing clients, coupled with our proven methodical processes, allows us to effectively and efficiently service clients across multiple industries. We have serviced clients across many industries, such as:

  • B2B / Business Services
  • Industrial / Manufacturing
  • Media & Entertainment
  • Technology
  • Information Storage
  • Business Analytics
  • Consumer Goods
  • Energy
  • Renewable Energy
  • Financial Services
  • Hedge Funds / Proprietary Trading Companies
  • Commodities
  • Mining
  • Food & Beverage
  • Heath Care
  • Sustainability

Our network grows every day. We leverage our networks for our clients, providing added potential opportunities for deal origination, partnerships, market intelligence, special market insights, and access to capital.

• Corporates (Strategic Investors/Buyers)
• Banks
• Private Equity Funds
• Venture Capital Firms
• Family Offices
• High Net Worth Individuals
• Hedge Funds
• Fund of Funds
• Proprietary Trading Companies
• Investment Banks
• Brokers
• Exchanges
• Attorneys
• Accountants, Tax Specialists, Auditors
• Specialized Consulting Firms
• Market vendors
• News & Media