Investment Banking

Investment Banking

As a strategic partner, we advise clients on the evolving complexities of the industries and capital markets impacting their businesses. We work with clients to drive growth and value, through mergers & acquisitions advisory (M&A) and other capital solutions.

  • Strong strategic advisory and  M&A execution capabilities
  • Focused alignment with middle-market and mid-cap companies
  • In-depth vertical expertise within various industries

Mergers & Acquisitions (M&A) Advisory Expertise 

Our Investment Banking group excels in both M&A strategy and execution, and has uniquely aligned our services to the needs of middle market and mid-cap companies.  Our team combines in-depth industry and market knowledge to customize creative ideas addressing our clients’ unique needs.  Our involvement can range from providing advice on strategic alternatives available to a company executing upon sell-side, buy-side, and structured capital transactions for clients; from early stage evaluation of strategic alternatives to in-depth execution of an M&A or financing related recapitalization. 

From a platform integrated with one of the country’s largest banks, our sophisticated capabilities are national in scope and enable us to deliver services seamlessly.  A flexible alternative to M&A-only providers, our business model revolves around building lasting relationships. 

Middle Market and Mid-Cap Specialization 

We serve all our clients based on deep insights of the middle market.

Our entire team has spent much of their careers serving the middle market, establishing proven M&A experience in sell-side advisory, buy-side advisory and recapitalizations.

Meet the Team

Mike Schipper

Robert Schipper