World Class Expertise - Middle Market Solutions

In Memoriam

All of us were deeply saddened to learn of the passing of our partner and friend, Susan Gordy. Susan was a significant contributor to our firm and clients she served. She was always a delight to be around and was a major contributor to many social and philanthropic endeavors. She will be greatly missed. We offer our most sincere condolences to Susan’s husband, David and the rest of her family.

Our Team

Seasoned investment banking professionals, working collaboratively, and attuned to the corporate finance goals of middle market business owners.


Generalist approach to most industries with deep specialized banker and senior advisor knowledge in industrials, food, business services, healthcare services, financial institutions, consumer and applied technology.


Primary expertise in sell-side M&A and institutional debt and equity financing with additional expertise in targeted buy-side M&A and strategic and financial advisory services.