ABOUT US

The real deal.

 

Our mission is to deliver superior value to our clients and stakeholders by forming collaborative, long-term relationships that produce successful strategic outcomes.

We are a full-service boutique investment bank focused on advising leading and emerging companies across sectors to address their strategic and financial opportunities.

When partnering with us, you get decades of knowledge across a variety of disciplines, industries and expertise. Given our unique approach to banking, you can expect the high level of engagement of a boutique coupled with the expertise of a bulge bracket advisor.

The best of both worlds.

 

Boutique level approach.

When you hire us, you hire bankers – not a bank. Every client receives the undivided attention and the unique expertise of our senior leaders. We seek to facilitate close, long-term relationships and unrivaled focus to achieve successful outcomes for our clients.

Our banking team was carefully selected for their ability to help our clients achieve their unique goals.

Differentiated product capabilities:

Bulge bracket appeal.

As a division of J.V.B. Financial Group, LLC (Member FINRA, SIPC), an indirect controlled subsidiary of Cohen & Company, Inc, we are able to bypass the common risks and limitations of boutique firms. Our capabilities are grounded in our parent company’s strong reputation for quality asset selection and long history of high-profile deals.

Tapping into a vast network of contacts and resources, we have access to an array of high-quality target investors:

  • Institutional Investors

  • Corporate Strategics

  • Hedge Funds

  • Private Equity

  • Pension Funds

  • Asset Managers

  • Insurance

  • Family Offices

As advisors, we are fully aligned with our clients’ interests and relentlessly focused on optimizing outcomes across all transaction parameters.

 
 

A broad platform.

Over decades, we’ve become experts in high growth transformation. That experience has informed the foundation and infrastructure of our service platform, designed to help founders navigate critical moments in the evolution of their business.