Thought Leadership

We anticipate trends and changes in competitive dynamics within industries, and proactively advise our clients on how to exploit these factors. In addition, we are highly experienced in meeting our clients’ objectives by creating unique transaction structures to bridge buyer and seller concerns.

Strong Relationships

We have strong relationships with virtually all of the leading companies and investors within the industries in which we focus. Our broad network of relationships enables us to provide our clients with an informed perspective on industry and market trends, as well as thoughtful strategic ideas.

Analytical Approach

We substantiate our advice and theses through our rigorous analytical approach. Our analyses are anchored on macro, industry, and situation specific examinations. The advice we offer to clients incorporates a focus on value creation from both a company and shareholder perspective.

Transactional Experience

We have extensive transaction experience and have worked on major, industry shaping transactions. Over the last decade, our senior bankers have advised on trillions of dollars in announced transactions.

Trusted Advice

We have assembled a team of highly skilled, experienced and trusted advisors. We offer differentiated advice and add strategic value for our clients in both their executive suites and board rooms. We help clients maintain focus in high stakes situations and are willing to tell a client to walk away from a deal if we believe that is the best answer.

Recent Transactions

Nov 2018

Exclusive financial advisor to KDC in connection with its sale to an investor group led by Cornell Capital

Status: Pending
Value: Undisclosed

Oct 2018

Financial advisor to IanTech in connection with its sale to Zeiss

Status: Pending
Value: Undisclosed

Oct 2018

Lead financial advisor to Red Hat in connection with its sale to IBM

Status: Pending
Value: $34 billion