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

Simulations Plus, Inc. develops drug discovery and development software for mechanistic modeling and simulation worldwide to pharmaceutical, biotechnology, agrochemical, and food companies

Simulations Plus, Inc. develops drug discovery and development software for mechanistic modeling and simulation worldwide to pharmaceutical, biotechnology, agrochemical, and food companies

HVH is a leading provider of a data agnostic, military & U.S. intelligence grade AI- & Machine Learning-supported predictive analytics platform poised to transform healthcare

HVH is a leading provider of a data agnostic, military & U.S. intelligence grade AI- & Machine Learning-supported predictive analytics platform poised to transform healthcare

Simulations Plus, Inc. develops drug discovery and development software for mechanistic modeling and simulation worldwide to pharmaceutical, biotechnology, agrochemical, and food companies

Simulations Plus, Inc. develops drug discovery and development software for mechanistic modeling and simulation worldwide to pharmaceutical, biotechnology, agrochemical, and food companies

21GRAMS is a rapidly growing, strategic and creative marketing, advertising and patient/medical education agency dedicated to making healthcare more human

21GRAMS is a rapidly growing, strategic and creative marketing, advertising and patient/medical education agency dedicated to making healthcare more human

ClinicalMind is dedicated to translating innovative science and its clinical value story into skillfully executed deliverables for healthcare providers and patients

ClinicalMind is dedicated to translating innovative science and its clinical value story into skillfully executed deliverables for healthcare providers and patients

OptimizeRx Corporation provides digital health messaging services for pharmaceutical companies to communicate with healthcare providers

OptimizeRx Corporation provides digital health messaging services for pharmaceutical companies to communicate with healthcare providers

Pulse is a leading provider of medical practice management and electronic health record solutions for ambulatory care practices

Pulse is a leading provider of medical practice management and electronic health record solutions for ambulatory care practices

Comprehend Systems provides an industry-leading, clinical trial data aggregation and analysis platform that reduces clinical research time, cost and risk, while improving trial performance and data quality.

Comprehend Systems provides an industry-leading, clinical trial data aggregation and analysis platform that reduces clinical research time, cost and risk, while improving trial performance and data quality.

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