Clients: We have worked with a broad base of clients including large public corporations on acquisitions/divestitures/carve-outs, private/family-owned company sales/auctions, private equity firms, Business Development Companies (BDC's), Special Purpose Acquisition Companies (SPAC's), acquisitive family offices, entrepreneurs, management buy-outs, and direct-investing institutional investors and hedge funds. We also work with foreign companies, investment banks and sovereign funds seeking acquisition candidates in the U.S.

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We also get client referrals from larger investment banks, consulting firms, accounting and law firms, Registered Investment Advisors, and others.

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Industries - Our team of Corporate Development/M&A and Investment Banking executives have executed transactions and advisory assignments  across a broad range of industries (see chart below).

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Geography - We have completed deals globally in North America, Latin America, Europe, Asia and the Middle East. However, our primary focus is on domestic transactions and assisting foreign buyers to identify and acquire companies in the U.S.

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