Join Us in Celebrating Our Five-Year Anniversary


We are thrilled to celebrate our five-year anniversary and thankful for the support from all our friends, clients, and colleagues that made our success possible. As the market has continued to expand, our firm has enjoyed tremendous growth based on the highly valued investment banking and financial advisory services we provide our clients in middle- and emerging-growth markets. These services include mergers and acquisitions; equity and debt capital raises; fairness and solvency opinions; valuations; and restructurings.


Our key achievements include:

  • Completing more than 200 transactions and assignments nationwide – totaling more than $10.8 billion in value – in varied industries, including financial and business services, healthcare, retail, aviation, and technology
  • Growing our professional team by 100 percent
  • Publishing, in partnership with PitchBook Data, the Florida Private Equity Deal Report, a semi-annual, top-level breakdown of private equity in Florida
  • Sharing our firm’s subject-matter expertise and thought leadership in national media outlets such as Bloomberg, The Deal, American Banker and Mergers & Acquisitions Magazine, and local outlets such as Florida Trend and The Miami Herald

Looking ahead at the next five years, we will continue to invest in our business and expand in order to meet a growing demand for the quality investment banking services and advice we are known to provide.

Thank you again for your support – we could not do it without you. Please contact us if we can be of assistance.