Services
Investment Banking Services that Optimize Transaction Outcomes
Our Services
Sales, Mergers & Acquisitions
Meet strategic objectives, maintain deal momentum, and maximize value with exceptional sell- and buy-side transaction expertise
Special Situations
Navigate complex multi-party environments with decades of experience in a broad range of industries and structuring dynamics
ESOPs & Financings
Align the interests of shareholders, management, and employees with tax-efficient liquidity events and financing structures
Valuations & Opinions
Exceed industry standards with timely, objective, and independent analyses that withstand regulatory scrutiny and peer review
Aerospace & Defense
Advised Automated Business Power Inc., a leading designer and manufacturer of advanced integrated communications systems and uninterruptible power systems, to Cache Creek Industries, LLC and Rockmont Capital Partners, Ltd.
Niche Manufacturing
Sale of Triax Turbine Components, a manufacturer of turbine engine components, to Stony Point Group, Inc.
Metals
Sale under §363 of the Bankruptcy code of Keywell LLC, a supplier of recycled titanium, high-temperature alloys and stainless steel, to Prophet Equity LP
Aerospace & Defense
Advised Peerless Electronics, a distributor of switches, circuit breakers, sensors, and relays, on its sale to an ESOP
Building Products
Advised Davis & Warshow Inc., New York City’s leading HVAC and plumbing supplies distributor, to Ferguson Enterprises
Bakery Products
Advised Fullbloom Baking, Inc., a producer of natural and organic sweet artisan pastries, on its sale to Aryzta North America