Investment Banking Partners

We source off-market, accretive, not-for-sale companies for maximizing acquirer value.

Tell us about your buy-side M&A needs

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Investment Banking Partners

Other intermediaries including investment bankers, broker-dealers, M&A advisors and business brokers remain a keystone in our partner strategy. We not only work with other industry professionals through inter-broker-dealer agreements, deal syndication and deal collaboration, we also provide tools to make the lives of intermediaries more effective and efficient. Ours is a truly team-oriented approach to deal origination and deal closure. Other finance industry professionals will find our partner program can help them grow. Please contact us today.
We work with dozens of private equity groups, facilitating investments from $2MM to $100MM in companies and real estate. Our private equity financial partners provide both debt and equity across a wide range of target industries and regions. Our best private equity partners hold fairly standard buy-side investment mandates. If you operate a private equity group or manage private assets and are looking to increase the quantity and quality of your investment dealflow, please get in touch.
Family offices provide a unique, but highly-relevant investment perspective to our partnership group. Our family office partners are often much more flexible in their investment parameters than many other institutional funds. This typically means their investment size and deal structure flexibility is not as tightly defined. We work with a number of family office partners to provide quality investment opportunities in middle market companies from software to real estate. Family office partners are invited to get in touch with us.
Our debt and equity offerings provide amble deal opportunities for some of the most recognizable Small Business Investment Companies (SBICs) in the United States. We work with SBIC management to source and provide interesting and opportunistic investments that meet the parameters of their specific investment funds. If you operate an SBIC and are not yet on our radar, please fill out the form at right.
Our mezzanine partners provide timely and necessary bridge, acquisition, real estate and unitraunche lending for our clients across the middle market. We work with private equity, acquisition financing and mezzanine-specific funds on specific buy and sell-side mandates for financing and collating deals from software to manufacturing. If you operate a mezzanine fund, we would love to hear from you. Please get in touch using the form at right.

Partners in capital advisory for middle market companies.

Our expert partner team seeks to provide an enhanced array of financial services and products to its clients through initiative and innovative thinking across nearly every segment of business finance. While many of these services are not provided by us directly they are held by partners who work collaboratively to deliver quality through networking. For this reason, we have implemented a strategic partner program. This program brings a wide array of specific financial tools related to the financial services industry. Included in our strategic network are banks, M&A advisors, non-bank lending institutions, brokerage firms, venture capitalists, attorneys, hedge funds, private equity groups, wealth management firms, and accounting firms. These skills of our strategic partners are utilized regularly on the transactions in which we’re involved. We work directly with strategic partners on transactions for mutual clients, leveraging each firm’s strengths. Clients often find this frees us of potential conflicts of interest which are included in other investment banking institutions who tend to offer nearly innumerable services directly. As a result, our clients often enjoy a more diversified range of financial service resources with a higher level of personal attention.

Our business alliances often create a top-tier exclusivity between ourselves and related consultancy and advisory firms. These alliances coalesce the exceptional combined intelligence and years of meaningful insights of these firms with the merger and acquisition expertise of itself. Our clients are given an more holistic approach as their particular needs are addressed by our firm and its strategic partners. Meanwhile focus is always kept on standardized principles of finance, accounting and law.

Securing, deepening and renewing consulting relationships with clients seeking M&A services are more easily facilitated through our strategic partner alliance. High-resolution of inside industry information in a number of areas allows for greater tacit and intellectual leverage on multiple fronts.

This combination can also greatly increase the profile, and range of deliverables, of a specialty-consulting firm. Consulting firms can now offer their clients a far more defined and efficient path to the investment banking services they need through their Strategic Partner.

Some of the greatest trails blazed and deals done have come to pass because of the relationships we have built through the years. We recognize it is our network that truly allows us to stand-out. Fostering and maintaining business relationships is essential to truly accomplish great things. Business is personal and we like to keep it that way. That is why we actively seek partnerships with leading advisors and consultancy firms to help us accomplish our goals for success. When our partners succeed, so do we.

Partnerships represent a large part of why we do what we do. Almost nothing is more important than relationships we’ve forged with the partners with whom we work on a regular basis. Our partners span across multiple industries and expertise. If you feel you could benefit from being directly partnered with us, please contact us. We would love to hear from you.

Partner Network Benefits

Our firm strives to offer a wide array of financial services and products that serve our diverse client base and needs. We recognize that our diverse client base comes from various industries. In effort to personalize our services to meet our clients’ diverse needs, we devote our efforts to constantly expanding our services, knowledge base, and network of professionals in order to ensure our clients’ needs are not only met, but exceeded.

Our network team of professionals is not just solely considered “professionals” to us; we consider them partners. Our firm believes in working together to provide a superb and strategic financial service to our clients. Our team of professional partners consists of banks, mergers and acquisitions advisors, financial advisors, lending institutions, attorneys, wealth management firms, accounting firms, brokerage firms, and private equity groups. We only work with partners that are experienced and knowledgeable and have the resources and skills necessary to be able to see our clients through all of their transactions, regardless of how simple or complex. Our firm also works with our clients as well as our partners collaboratively to ensure that our clients get the full service, attention, and support they deserve.

Our firm’s partnership code of ethics puts one element first: our clients. As a result, we ensure that our partnerships with advisory firms and institutions provide the utmost top-notch service. By opening up our clients to our network of partners and advisory firms, we are able to guarantee professional mergers and acquisitions knowledge and experience that sets our clients’ experience with our firm apart from competing firms. Our firm combines forces and power with our partner firms to bring the best approach to our clients.

Expanding and securing relationships and partnerships with other firms is the key component to providing the best mergers and acquisitions services for our clients. Our clients’ experiences with our firm and partnerships prove that our strategic partnership no only maximizes clients’ opportunities but also extends partnerships and relationships beyond the mergers and acquisitions transaction.

We are proud of the relationships and partnerships we have developed and maintained over the years we have been in business. We are constantly learning, growing, and developing so we can provide the best service and outcome for our clients. Our partner network is one of our greatest assets that allows us to be successful. We don’t look at business solely as business, but as crucial relationships and opportunities. This is why we invest in taking the opportunity to grow and expand our network and partnerships in order to ensure our success, our partners’ success, and our clients’ success.

We truly believe that our partnerships and relationships really help make up who we are. Without our networks and partnerships, we would not be able to promise and provide customers with the services they need, nor could we fulfill and see through their transactions successfully. By working and associating ourselves with true partnerships, all ranging from varying levels of experience and industry, we are truly confident that we are able to provide the best mergers and acquisitions services that our clients expect and deserve.

Learn how our partner program can help us grow together.

Buy-Side Mergers & Acquisitions

An advanced buy-side M&A process
for optimizing inorganic growth.
  • Strategic Planning

  • Assess Financial Readiness

  • Align M&A Criteria

  • Research Target Industry

  • Target List Building

  • Target Outreach

  • Engage Targets

  • Letter of Intent (LOI)

  • Due Diligence

  • Closing

  • Target Integration