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

Clients in Other Industries

• The Ascendance Group
• Attendees.com (VOX Solutions)
• Collabnet
• Dancetime Publications
• IDT Entertainment
• Kaiser Permanente
• Levin Institute
• Net2Phone
• OfficeTiger
• Oracle
• Spoke Software
• Trium Group