About Us
Trustworthy Partners in Finance
We are a boutique merchant bank dedicated to empowering middle-market companies to achieve transformative growth. Our team delivers strategic advisory services across M&A, capital markets, corporate restructuring, and fractional CFO - blending Wall Street expertise with entrepreneurial execution.
Beyond traditional banking, we leverage next-generation blockchain-based financing and asset tokenization to unlock new sources of capital, liquidity, and investor engagement.
Capital Markets
Our team has over 100 years combined experience in providing bespoke financing solutions for sophisticated companies in needs of flexible working capital, additional liquidity, acquisition financing, equipment purchases, project finance, recapitalizations, and more favorable terms and conditions. These financing solutions include:
- First/Second/Junior Lien Loans
- Unitranche
- Mezzanine
- Preferred Equity
- Equipment / Project Financing
- DIP Financing
Merger & Acquisitions
Our white glove M&A advisory process is tailored to the client needs but emphasizes valuation, strategic positioning, and deal execution to maximize transaction value and to ensure a seamless closing process.
Our approach is collaborative, technology forward, and relentlessly focused on creating long-term value for middle market companies and transitional ownership.
Industry Expertise
We bring deep insight and proven results to clients across the following industries:
- Aerospace/Defense
- Building Products
- Chemicals
- Consumer Products
- Data Infrastructure
- Energy
- Food & beverage
- Gaming
- Industrials
- Logistics / Transportation
- Manufacturing
- Media Finance / Royalty
- Renewables / Battery / Solar
- Utilities / Infrastructure