We are a boutique investment bank providing senior-level m&a and
corporate financial advisory services to middle-market companies.

We are a boutique investment bank providing senior-level m&a and
corporate financial advisory services to middle-market companies.

We have a two decade track record of successfully advising middle-market companies on strategic transactions. We understand the unique needs of these businesses, and we know how to connect them with larger corporate and financial partners to find the ideal combination of strategic fit, value, and structure.

Our key principles are:

  • Independence and Objectivity
  • Commitment
  • Persistence
  • Creativity
  • Integrity

These principles, coupled with our significant deal experience and sound judgment, have delivered compelling results for our clients.

Recent Transactions

MediFind uses big data to connect patients with the right doctors and treatments faster. MediFind analyzes medical information for nearly every health condition to identify how patients can make the most informed treatment decisions possible.

MediFind uses big data to connect patients with the right doctors and treatments faster. MediFind analyzes medical information for nearly every health condition to identify how patients can make the most informed treatment decisions possible.

PharmaHEALTHLabs is a highly scientific healthcare communications agency that specializes in the oncology and biologics space.

PharmaHEALTHLabs is a highly scientific healthcare communications agency that specializes in the oncology and biologics space.

Simulations Plus is a leading provider of modeling and simulation software and consulting services supporting drug discovery, development research, and regulatory submissions.

Simulations Plus is a leading provider of modeling and simulation software and consulting services supporting drug discovery, development research, and regulatory submissions.

Market Dynamics is pioneering in-home clinical solutions to increase patient access to prescribed specialty therapeutics through it’s dedicated network of care providers combined with its advanced technology solution.

Market Dynamics is pioneering in-home clinical solutions to increase patient access to prescribed specialty therapeutics through it’s dedicated network of care providers combined with its advanced technology solution.

PRISYM ID provides regulated content and label management solutions for life science companies and medical device manufacturers, improving patient safety and health outcomes whilst ensuring regulatory compliance.

PRISYM ID provides regulated content and label management solutions for life science companies and medical device manufacturers, improving patient safety and health outcomes whilst ensuring regulatory compliance.

Wedgewood Pharmacy is the leading and largest compounding pharmacy in the United States devoted exclusively to animal health.

Wedgewood Pharmacy is the leading and largest compounding pharmacy in the United States devoted exclusively to animal health.

MC3 creates custom event and training experiences – both live and virtual – that engage, enable and energize the world’s leading pharmaceutical teams.

MC3 creates custom event and training experiences – both live and virtual – that engage, enable and energize the world’s leading pharmaceutical teams.

Lumiata is transforming healthcare by using AI to help data science teams and business users. The Company drives predictability and precision by empowering providers and payers to reduce risk and manage costs.

Lumiata is transforming healthcare by using AI to help data science teams and business users. The Company drives predictability and precision by empowering providers and payers to reduce risk and manage costs.

SEE MORE