Our Service Offering

With expertise in the core financial service markets of Asset Management, Financial Technology and Diversified Financials, our team closely monitors industry trends and develops innovative, proprietary ideas – to help clients capitalize to maximum advantage.

Our Financial Institutions Group was among the first to structure reverse mergers in the Asset Management industry, to legitimize hedge fund administrators and fund of funds as acquisition targets, and to sell a minority stake in a multi-strategy fund to a public company. Along with this kind of breakthrough thinking and implementation, clients benefit from the personal hands-on attention of our most senior executives, who have been with us an average of more than 10 years. Our highly experienced investment banking professionals in New York, San Francisco and London work directly on identifying opportunities and developing acquisition strategies and solutions. This combination of creativity and continuity define client engagements from first contact to final execution.