Master of a Few. Jack of None.

Working with many of the nation’s most influential financial investors and a wealth of corporate acquirers, we have completed complex and challenging transactions that have been rewarding for both parties. In doing so, we have earned a solid reputation for creating and implementing custom-managed solutions to address each of our clients’ unique needs, and for fair and ethical actions in the process.

While we serve a variety of industries, a particular depth of experience is in the insurance and financial services industries. In insurance, we have undertaken numerous transactions in the retail and wholesale distribution arenas on a private to private, private to public, and private to private equity basis. From specialty program business to property & casualty, from employee benefits to individual risk protection and retirement planning products, our knowledge of the insurance industry is broad and deep.

Our financial services expertise encompasses full service financial planning operations, registered investment advisors and broker dealers.

We also have substantial experience in business to business (B2B) services including staffing and business process outsourcing services, as well as in a variety of manufacturing sectors. Additionally, we have principals dedicated to the printing & graphic arts, marketing services and digital media industries.

Industry Expertise