An IPO is a seminal event for any company, and, therefore, issuers can realize substantial benefits by having an experienced and objective execution advisor by their side. We serve as an independent equity capital markets advisor, guiding clients through the critical execution and market issues typical of the IPO process.

We operate as an extension of our clients, providing leverage to management. We don’t seek to replace the role of underwriters, but we look to complement their skillset and provide clients with the transparency and unbiased perspective they’ll need to make better informed decisions. Our reputation as an experienced organization has enabled us to work collaboratively with Wall Street’s top investment banks for almost 20 years.