Full-service investment banking firm with an established sales & trading platform, award-winning equity research, and highly-experienced investment banking team
Seasoned Professional Team: with strong experience, expert market and sector knowledge, and extensive investor and corporate relationships
Client Focus: dedicated to providing superior client solutions, objective advice, and quality research
Track Record and Market Presence: 30 year-old firm headquartered in NYC with extensive presence in 10 other key financial centers in the US
Investment Banking & Advisory
Located in New York City with offices in San Francisco, Boston and Milwaukee.
Senior team with over 100 years of experience in advising and funding mid- and small-cap companies
Sales & Trading
60+ experienced sales and trading professionals
8 publishing analysts covering 135 companies in 8 sectors including TMT, China Internet, Healthcare, Technology, Entertainment Software, Consumer Goods, Semiconductors.
Services include corporate access, non-deal roadshows (NDRs), and investment conferences