Investment Banking

Our Investment Banking team works collaboratively to assist business owners navigate smoothly through unique complex financial and strategic challenges. We pride ourselves on providing senior leadership with independent advice and always taking a relationship-first approach in every interaction.

Our Investment Banking team provides a full range of corporate advisory services and direct lending solutions to middle market companies and their owners across all major industry sectors. 

What differentiates us:

  • Middle market experts – working exclusively with middle market companies, we create and execute the right solution based on client-specific challenges
  • Senior-level attention – we take a hands-on approach by senior managers to plan and execute your solution
  • Independent, objective advice – our financial solutions are unbiased; we always have the client’s best interests in mind and avoid conflicts of interest
  • Unparalleled resources – by partnering with our  wealth and commercial teams, we have access to data sources, proprietary research and talent unmatched by any other corporate advisory boutique
  • Customized solutions – to determine the best strategy to meet a client’s goals, we take the time to thoroughly analyze the client’s business and understand ownership’s goals
Continuing a Century-Old Strategy of Helping Businesses Build their Legacies
  • Sales and divestitures
  • Acquisition advisory
  • Transaction readiness

Capital Formation

  • Private placements of senior and subordinated debt, and equity
  • Capital structuring and financing advisory services

Corporate Finance Solutions

  • MBO / succession planning
  • Go-private initiatives
  • Board advisory
  • ESOPs

On-Balance Sheet Solutions

  • Growth capital
  • ABL, cash flow and leveraged solutions
  • Recapitalizations / restructuring
  • Sponsor finance
Securities offered through our affiliated broker dealer, PGB Securities LLC., member FINRA/SIPC.