Energy, industrial and infrastructure clients engage our investment banking services when evaluating a meaningful corporate change, such as a new growth plan, strategic shift or an exit.

We help them think through the alternatives and establish realistic goals. We  customize a transaction strategy to meet those goals and navigate the maze of transactional complexities as their advocate - from start to finish.

We understand that a transaction is one of the most important events in the life of our clients' companies and we take great care and responsibility in delivering excellent investment banking services and advice.

Most of our investment banking clients are established, experiencing growth and generate annual revenue in excess of $15 million up to $150 million.

Through our merchant banking activities we provide flexible capital for direct investments in entrepreneurial, growth-oriented companies that have limited access to capital. Most of our merchant funding clients have annual revenue of less than $10 million.

"Thank you for driving our deal. I appreciate the hard work you put into it and I am very pleased with the outcome. Your professionalism and experience in guiding us through the transaction were extremely valuable. You remained calm, deliberate and positive when negotiating the price and terms of the deal, and throughout the process, you provided honest, candid advice and were a strong advocate. I greatly appreciate you watching my back."

Mr. Charlie Elder, Founder & President, Boring Specialties, Inc.