Corporate Finance

Financial Services

We have been enthusiastic financial services practitioners for more than 30 years.

We have worked on deals involving banks, broker-dealers, insurance companies, investment banks and other financial services companies. Whether you’re thinking of raising capital for your company or selling it, we’re here to help. Conversely, if you are in the market to purchase a financial services company, we know the questions to ask and can provide outstanding, high quality advice for your buy-side project.