Expertise

 

Investment Banking For A World Of Opportunity

It is said that opportunity drives success.  Our primary job is to help our clients identify and analyze opportunity as windows open and close, and then to develop and implement strategies that best attain their objectives.  It is for this reason that we hire senior investment bankers with knowledge and experience that transcend traditional skill sets and which often include senior management and operations experience in the industries our bankers cover.  Maximizing opportunity is also the reason that every client is assigned a complete deal team, led by the senior banker and staffed with accomplished associates and analysts, many of whom are multi-lingual.   Whether our client is acquiring other businesses, divesting itself or its assets, raising expansion capital or rebalancing its balance sheet, our investment banking teams augment, expedite and streamline the process.       

 

primary services

  • Mergers & Acquisitions
  • IPOs and Follow-on Offerings
  • PIPEs and Registered Directs
  • Private Capital Placements
  • Recapitalizations and Restructurings
  • Strategic and Business Advisory
  • Valuation Analyses & Fairness Opinions

 

 

 

 

primary industries

  • Automotive, Transportation, Logistics
  • Biotech/Life Sciences
  • Consumer Products
  • Food & Beverage
  • Gaming, Leisure, & Entertainment
  • Healthcare, Medical Products
  • Internet, Mobile, Digital
  • Manufacturing, Industrials
  • Media & Social Media
  • Oil & Gas, Clean Energy
  • Commercial Real Estate
  • Software & IT Services
  • Technology, Telecom

primary geographies

  • North America
  • South and Central America :
    • Argentina, Brazil, Chile, Columbia, Costa Rica, Mexico, Panama, Uruguay, Venezuela
  • Europe:
    • Belgium, Cyprus, France, Germany, Greece, Italy, Spain, Switzerland, Portugal, United Kingdom
  • Asia:
    • Hong Kong, China, Singapore, Japan
  • Russia

 

 

Investment Banking In A World of Regulation

Regulatory oversight and compliance are increasingly vital factors in transaction viability and deal integrity. It is for this reason that we maintain a full-time General Counsel and Head of Compliance on staff, and that we require all personnel to be licensed and in good standing with the Financial Industry Regulatory Authority (FINRA). It is also the reason that most of our senior bankers are also registered principals with FINRA. Our clients must not only succeed, but their success must be anchored in well-vetted due diligence and regulatory-savvy deal structures. Our investment bankers are particularly cognizant of the regulatory environment in which we live and, therefore, tend to assume a broader role of trusted advisor. Allow us to be at your side when you are ready to develop the right plan, with the right team, for the right results.