Provide the best investment banking advice and service in the middle-market

• Clients first
• Objective advice
• Absolute integrity
• Demonstrated expertise
• Firm-wide collaboration
• Exceptional results

The firm’s success and reputation were built over fifty years through attention to a few precepts:

• Sensitivity to clients’ goals and objectives
• Analytical thinking refined with experience
• Thoughtful solutions attuned to marketplace reality and industry knowledge
• Interaction with clients, peers and counter parties conducted with mutual respect

Culture

• Clients always come first – trusted advisors to business owners
• Relationship driven – not transaction-driven

Experience

• Seasoned bankers with extensive industry, operational and transactional experience
• Elite team of senior advisors with diverse industry specializations and competencies

Collaboration

• Two or more senior bankers lead every engagement to provide best-in-class advice and execution
• Clients benefit from firm-wide thinking

Relevance

• Entrepreneurial passion – all managing directors are owners
• Ability and willingness to engage in purely advisory / consultative roles

Excellence

• Goal to exceed client expectations by providing best-in-class, unbiased advice
• Success measured by client referrals and endorsements – Results