Breadth of Services

Valuations and Financial Adviory 

• Portfolio Valuations
• Financial Reporting and Tax Compliance (ASC 805, IRC 409A)
• Corporate Valuations and Asset Appraisals
• Consulting Services
• Fairness and Solvency Opinions  

Investment Banking

• Mergers and Acquisitions
• Buy Side/Sell Side Advisory
• Private Placements and Capital Raising
• Securitizations and Structured Finance
• Real Estate Advisory

Special Situations

• Secondary Market Advisory and Trading
• Transactional Advisory
• Liquidity Solutions 

Industry Coverage

• Business Services and Transportation
• Asset Managers
• Energy, Power and Utilities
• Financial Institutions
• Healthcare and Pharmaceuticals
• Diversified Industrials
• Real Estate
• Consumer, Food and Retail
• Technology, Media and Telecommunications

Our Clients

• Hedge Funds
• Private Equity Funds
• Funds of Funds
• Pension Funds
• Fund Administrators
• Banks and Broker-Dealers
• Specialty Finance Companies
• Corporations
• Endowments
• Sovereign Wealth Funds
• Nonprofit Organizations