Middle-Market Services

 Mergers & Acquisitions  

Buy-Side Representation, Sell-Side Representation, Leveraged Buyouts, Management Buyouts

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We provide M&A services to clients for their strategic transactions. Whether attempting to generate proprietary deal flow for private equity, strategic buyers or family offices, in both new platform and strategic add-on scenarios, we strive to position clients in their pursuit of optimal valuation. 

Capital Markets

 Private Capital Solutions including Equity and Equity-Linked Products, Senior Debt, Senior Stretch, Unitranche, Mezzanine and Hybrid Products

Our Capital Markets team understands complex equity and debt transactions and will advise and structure your next capital placement. Whether you seek recapitalization, refinance, growth capital or liquidity, the Capital Markets team provides clients with current capital intelligence.  We work with innovative Investment Managers to introduce institutional capital to their platforms.

Private Fund Advisory

Placement Agent for Private Equity Funds including Buyouts, Venture Capital, Debt, Special Situations, Fund of Funds and Real Estate.

 Our Fund Advisory team has developed a methodology for helping managers achieve success, which includes pre-market due diligence and positioning; packaging and marketing; closing; and ongoing follow-up. Our extensive relationships within the private equity and alternative investor community include:

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• Corporate and public pensions

• Advisors and consultants

• Gatekeepers

• Fund of funds

• Insurance companies

• Endowments and foundations

• Financial institutions

• Asset management firms

• Family offices