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Merchant Banking

Early-Stage Investment & Advisory Services
We invest in companies for our portfolio by providing our own capital and partnering with institutional investors.
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Financial Advisory

Expert Services & Opinions
We assist clients with valuation opinions, fairness opinions and expert witness testimony.
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Investment Banking

FINRA Registered Broker-Dealer
We secure financial resources (debt or equity) for companies and represent buyers/sellers in private-company transactions.
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