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
Strategic Partnerships
Acquisitions
Strategic Minority
GP Stakes Financing
NAV Fund Finance
Valuations
Fairness Opinions
Employee Equity Plans
Strategic Consulting
& Succession Planning

Recent Perspectives

Market Update June 2024:

Private Markets, Asset & Wealth Management, Financial Technology
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Retail Capabilities Will Feature Prominently in M&A Recovery

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More perspectives