We offer investment banking services to privately-held and publicly-traded companies. We believe that business strategy and financial planning are fundamentally interrelated. Therefore, we make a commitment to thoroughly understand our client's business so that we can combine our financial expertise with an in-depth understanding of the clean, sustainable,energy technologies, bio-based, and advanced materials industries. This allows us to deliver a seamless integration of advisory and execution capabilities.


We are focused exclusively on assisting privately-held and publicly-traded companies with institutional sources of capital and in strategic M&A assignments. We continue to offer our clients the same commitment as we did when we began in 1989, stressing integrity and a professional Wall Street investment banking experience.

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Our Transactions Speak
for Themselves

Understanding these industry sectors gives our Managing Directors a significant competitive advantage in complex transactions. Over the past 30 years we have been engaged in over 125 investment banking assignments, and our Managing Directors have been engaged in close to 200 assignments while working for other financial institutions.