We Partner with Amazing Companies on their Paths to Growth or Exit.

We represent the intersection of investment banking and consulting.

For Corporations

Accelerate acquired growth with an extension to your team.

For Entrepreneurs

Achieve optimal value for your business now or in the future.

For Private Equity

Execute your strategy flawlessly with a committed partner.

Latest Insights

Mortgage Tech Experiencing an Innovation Surge

We attended the 2017 MBA Tech Conference in Chicago this year and came away with three key observations.

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HR Tech – The Employee Recognition Industry Transforms

Private equity-backed promotional products leader, HALO Branded Solutions, announced its acquisition of third generation, family-owned rewards and recognition provider, Michael C. Fina Recognition.

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Interoperability and Integration: The Future of Health Tech

We believe that healthcare data integration and interoperability will be the most sought after segment in 2017.

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Our Clients

We get excited about the opportunity to approach each new engagement with fresh ideas, spending the necessary time and resources to understand what drives our client's competitive environment.