A team of investment banking, operating, capital markets and industry professionals focused on consequential middle-market transactions.
Every engagement is led by a Managing Director from first conversation through closing.

Former Co-Head of M&A at Barclays de Zoete Wedd and Lehman Brothers investment banker. $4B+ in career transaction value.
VIEW PROFILE →
M&A and corporate finance advisor; founding member of Merrill Lynch’s Exclusive Sale & Divestiture Group. President of Northeast Acquisitions.
VIEW PROFILE →
Capital markets and principal finance; former Head of Principal Finance at Silver Point Capital. Founder of Headwind Capital.
VIEW PROFILE →
Over thirty years with the L’Oréal Group; led M&A for North Asia and North America. Founder of Seymour International Consulting.
VIEW PROFILE →President of Richard M Cohen Consultants; former Founding Partner of Chord Advisors. Current boards: Ondas Holdings (NASDAQ: ONDS) and Great Elm Capital (NASDAQ: GECC). Wharton BS, Stanford MBA, NYS CPA.
30+ years in investment management and alternatives. Managing Director and Wealth Advisor at Cresset; previously Goldman Sachs, Morgan Stanley, Kidder Peabody and Lazard. MBA, University of Chicago; BS, Wharton.
Over thirty years with Energizer in key executive roles; former CEO of Contour Energy Systems. Founder of JCF International.
Former CEO and Director of Iteris (NYSE: ITI); internationally recognized expert in intelligent transportation.
Every engagement is senior-led and confidential, from the first conversation onward.
START A CONFIDENTIAL CONVERSATION