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About the Firm
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About the Firm
Our Team
History
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Recent Transactions
Investment Banking
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Corporate Investment Banking
Providing innovative investment banking services
Financial Institutions
Bank advisory practice
Real Estate Investment Banking
Arranging debt and equity for commercial real estate
Energy Investment Banking
Experienced energy specialists
Valuations and Fairness Opinions
Objective and independent evaluation of value
Capital Raising
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Bank Capital
Evaluate and execute funding options
SBIC Funds
Assistance with fundraising, governance and regulation
Private Placements
Raising equity and debt for investment opportunities
Investment Management
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Discretionary Investment Management Solutions
For RIAs and institutional investors
Private Equity
Accelerate growth in banks and financial institutions
OCIO Solutions
Optimize investment strategy and implementation
Portfolio SMAs
Simplify the investment process
Retirement Solutions
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Important Information for Retail Investors
Broker Dealer Form
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Broker Dealer Form
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Investment Advisor Form
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Investment Advisor Form CRS 06182020
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