STRATEGIC ADVISORY AND INVESTMENT BANKING
M&A Expertise for Founder-Led and Middle-Market Businesses.
We advise clients across financial services, consumer, media & digital commerce, and healthcare on mergers and acquisitions, strategic capital raises, and other transformational transactions.
$10B+
transaction value
50+
transactions
100+
years of transaction experience
Thrivent Financial Acquisition of College Avenue Student Loans
Advised on the acquisition of College Avenue Student Loans, a leading private student platform, supporting strategic growth and market expansion initiatives.
SentryHealth Merges
with Wellview
Advised SentryHealth on its merger with Wellview, combining two leading healthcare platforms to create a scaled provider of technology-enabled care solutions.
Leading Social Commerce Platform
Sell-Side M&A Advisor
Leading the sale process for one of the fastest-growing live shopping and social commerce agencies, serving enterprise consumer brands across TikTok shop and livestream commerce.
Viral Consumer Brand
Strategic Advisor
Advised a fast-growing consumer brand on strategic alternatives, including positioning, partnership opportunities, and go-to-market strategy to accelerate next phase of growth.