Capabilities Approach Insights Team Careers Book a call

Boutique investment banking for the American middle market.

Book a call

Let's talk about your transaction.

Thirty minutes with a senior practitioner. We'll tell you honestly whether your mandate fits our criteria - and what we'd do with it if it does.

What to expect

  • 01
    The call is freeThirty minutes, senior practitioner, no juniors. We only propose an engagement if your mandate fits the transactions our capital network is actively pursuing.
  • 02
    We come preparedTell us the essentials below and we review your company before the call - so the conversation starts at the real questions, not the basics.
  • 03
    You leave with a viewWhere your transaction sits against the current market, which buyer or investor cohort it belongs to, and what we would fix before launch.
  • 04
    Instant confirmationPick a time that suits you and confirm. A Google Meet link and calendar invite arrive by email straight away.

How we are paid. We have an upfront work fee and a backend success fee, both tied to the size of your transaction. The model is the same for every mandate.

Discretion is a house rule. Everything you share stays inside the firm, engagement or not.

Include your country code. Your account lead uses this to reach you before the call.

If we do decide to work together, our model is an upfront work fee plus a backend success fee, both scaled to the size of your transaction. Flagging it now so there are no surprises later - happy to talk through the specifics on the call.

Held over Google Meet. Discreet, senior-led, one conversation.