About us
We are a U.S.-based tech-enabled team supporting a variety of deal processes in the M&A and capital market. Our solutions were developed to enhance the quality, efficiency and value in transactions clients seek to do. Our technology was designed by seasoned investment bankers who wanted to create a better deal experience and, in turn, greater value.
Our Technology
Built on a Microsoft technology stack, we leverage the power and interconnectedness within the suite of Microsoft applications such as Outlook, Sharepoint, Dataverse and Office365 to bring an integrated, wholistic solution to deal processes.
Our Partners
Our referral partner network spans across professional service firms such as accounting and law firms to private equity firms, consultants and family and entrepreneur-owned businesses. We frequently act as an extension of our partners.
Our Team
Consisting of seasoned investment bankers to energetic, tech-savvy younger professionals, we combine our experience, technology and flexible mandates to offer our clients an unrivaled value proposition.
