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Investment Banking

  • Corporate finance, including underwriting companies through: IPO’s, reverse mergers, secondary offerings, convertible debt offerings, at-the-market offerings, and private placements
  • Securities brokerage and market making in a list of over the counter securities
  • Valuation advisory and fairness opinions

Mergers and Acquisitions

  • Buy side and sell side M&A advisory
  • Establish fair value for companies involved in a transaction
  • Research synergies to establish strategic partnerships
  • Leveraged Buyouts
  • Sales and Divestitures
  • Takeover Defenses

Corporate Advisory

  • Capital structure development
  • Timing of capital-raising initiatives
  • Selection of professional services (attorneys, auditors, PR and IR firms)
  • Recruitment of managers and directors
  • Developing presentations for raising capital and organizing road shows

Capital Markets

  • Equities, fixed income and investment trusts
  • Alternative financing options include: REITs, funds and derivatives
  • At-the-Market offerings
  • Syndicate transactions alongside the top investment banks
  • Active selling group member of initial public offerings through a wide variety of industries

Sales and Trading

  • Mutual Funds
  • Municipal Securities
  • Government Securities
  • Corporate High Yield Securities
  • Money Market Instruments

Wealth Management

  • Financial Planning
  • Portfolio Management
  • Estate Planning
  • Tax Management