Clients
- Our principals have worked with a range of financial services institutions, leading technology companies, and Fortune 500 companies.
Financial Services Clients
- 3 of the top 20 private equity funds
- 2 of the top 5 investment banks
- 2 of the top 10 hedge funds
- Alliance of M&A Advisors
- Association for Corporate Growth
- Duane Street Capital
- Franklin Templeton
- Icahn Enterprises L.P.
- Intuit
- Founder Institute
- ThomsonReuters/Buyouts Magazine/Venture Capital Journal
- Wells Fargo
- Zacks


