Your Personal Investment Banking Team

When we advise on transactions and business transitions, we keep your entire financial picture in mind, from tax considerations to the governance dynamics in family businesses. We’ll work with your existing deal team, or help you assemble the right mix of professionals to help realize your transaction objectives. 

We advise in the following situations:

  • Business transitions

  • Real estate transactions

  • Direct investments deals (i.e. an investment into a startup or operating business)

Our transaction advisory services include:

  • Deal evaluation

  • Financial modeling

  • Transaction structuring

  • Due diligence

  • Negotiation