Our primary goals as an organization are achieved through adhering to our core values of vision, empathy, sustainability and tenacious teamwork in pursuit of our clients’ interests.
Sale to Sonic Automotive Inc.
Exclusive Financial Advisor
Initial Public Offering
Healthy Back Brand Holdings (d.b.a. Future Seating) acquired by Exemplis LLC, a portfolio company of The Cranemere Group Limited
Business Combination with Bespoke Capital Acquisition Corp.
Lead Financial Advisor and Sole Capital Markets Advisor
Secondary Share Sale to Wasatch Global Investors
Sole Placement Agent
Sale to Tribe 9 Foods LLC