We are focused on six dynamic Financial Services sectors:
Private Markets
- Private Equity
- Private Credit
- Real Estate
- Infrastructure
- Agriculture & Timber
- Fund of Funds
- Diversified
Wealth Management
- RIAs & Hybrid RIAs
- MFOs & Family Offices
- IBDs & Retail BDs
- Trust Companies
- OCIOs & Investment Consultants
Financial Technology
- Wealth Technology
- Data & Analytics
- Capital Markets Technology
- Banking Technology
- Insurance Technology
- Digital Assets
Traditional Investment Management
- Equity Focused
- Fixed Income Focused
- Diversified
- ETF’s
Securities & Investment Banking
- Institutional Broker Dealers
- Investment Banks
Related Sectors
- Insurance
- Hedge Funds
- Specialty Finance
- Real Estate Operating Companies
- Consulting Services
Our Advisory Business includes
Sell-side
Buy-side
Buy-side
Strategic Partnerships
Acquisitions
Strategic Minority
GP Stakes Financing
NAV Fund Finance
Acquisitions
Strategic Minority
GP Stakes Financing
NAV Fund Finance
Valuations
Fairness Opinions
Employee Equity Plans
Fairness Opinions
Employee Equity Plans
Strategic Consulting
& Succession Planning
& Succession Planning