We have become experts in working with physician practices who are contemplating their strategic options.
We have spent considerable time working with music companies as they navigate their early-stage growth and raise capital.
We have recent, significant experience with companies addressing the aging of the U.S. population.
New Business Advisory Services
We invest in companies for our portfolio by providing our own capital and partnering with institutional investors.
Expert Services & Opinions
We assist clients with valuation opinions, fairness opinions and expert witness testimony.
FINRA Registered Broker-Dealer
We secure financial resources (debt or equity) for companies and represent buyers/sellers in private-company transactions.