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.
Frontier Service Partners, a portfolio company of Imperial Capital, has been acquired by Apex Service Partners, a platform of Alpine Investors
Exclusive Financial Advisor
Acquired by Presidio Investors
Acquisition of Tech24, a portfolio company of HCI Equity
Triumph Higher Education Group has acquired Gecko Hospitality Inc.
Acquisition of Curated Events, a Portfolio Company of Dubin Clark, by MRE Capital
Acquired by Bell (NYSE: BCE)
Acquired by Ace Hardware Corporation
Lead Financial Advisor
Smile Source, a Portfolio Company of Brazos Private Equity Partners, has Partnered with Incline Equity Partners
Acquisition of Island Pump and Tank Corporation
Acquired by CIVC Partners
Acquired by Hammond, Kennedy, Whitney & Company
Sale to JPMorgan Chase & Co. (NYSE: JPM)