How can we Help?

Equity Investment

Our relationships with institutional investors enable us to match our issuer clients, given their stage of development and particular circumstances, with the appropriate sources of private capital to maximize value.

Our Team can assist with both small, middle market companies and entrepreneurs looking to raise private debt and equity capital for general expansion, recapitalization, and acquisition purposes.

We rely upon our extensive network of venture capital, private equity, hedge fund and strategic investors. In situations suitable for a broad distribution of private market securities, the firm’s institutional sales department excels in achieving optimal terms for our issuer clients. 

Our institutional sales team service a wide variety of institutional clients with both debt and equity investment ideas.  Our relationships with a broad range of institutional investors who are active in both the primary and secondary markets enable our firm to identify appropriate investors for a wide range of debt and equity placements, both public and private. Our client list covers a significant share of the private equity, venture capital, mutual fund, hedge fund and insurance company universe and includes mezzanine lenders and senior debt providers such as banks and specialized finance companies.

Our institutional sales professionals have built strong account relationships at the portfolio manager and senior trader level over many years. These relationships and the associated customer loyalty and depth of market knowledge are keys to providing successful service to both our investment banking and institutional investor clients’.

Our highly experienced institutional sales team works in tandem with our investment bankers to maximize our efforts in providing the best possible advice and service to our investment banking clients’.