Because we understand all facets of the investment, operating and regulatory sides of banking and financial institutions, we believe our professionals are able to deliver better value and proprietary investment ideas and execution to our clients.
As advisers and current and former operators, investors and directors of bank and thrift and other financial services institutions since the early 90’s, we have a critical understanding of drivers of value and return that investors are seeking when participating in the financial services market. Because we understand all facets of the investment, operating and regulatory sides of banking and financial institutions, we believe our professionals are able to deliver better value and proprietary investment ideas to our clients.
We work with a variety of strategic investors, including:
- Private Equity Firms
- Family Offices & Wealth Management Firms
- Asset Managers
- Institutional and High-Net Worth Investors
- Hedge Funds and Fund-of-Funds
- Mutual Funds/Insurance Companies
- Other investment firms.
We combine a broad knowledge of the investing with our extensive sector expertise, due diligence and capital markets capabilities to deliver new opportunities and results to our clients. Our insight, relationships and expertise allows our firm to present proprietary investment ideas and opportunities to our clients with an investment focus that meets their needs. Our experience in the finanical sector then allows us to guide them in structuring and ultimately closing transactions we have sourced in the sector.
Whether you are seeking to acquire a minority interest or a significant control position in an institution, or seeking to exit investments, we have the relationships and ideas that can help your firm. We have successfully helped introduce institutional and private investors to institutions looking for capital, and successfully assisted clients in exiting investments. To learn more about opportunities that we are working on contact us here.