The only status quo we are content with is to always deliver more.
Gain a better experience, delivered by an expert partner—one known for setting more standards than any other.
2007
First professional shareholder rep
Ensured expert problem-solving after the deal closes
2013
First online M&A payment system
Delivered payments in hours instead of weeks
2016
First digital shareholder solicitation
Saved hours on manual tallying
2018
First loan agency team with a digital backbone
Provided information and expertise on demand
2022
First partner for the full deal lifecycle
Introduced a unified system of solutions for pitchbook through post-close
2025
First global offering purpose-built for private-target M&A and loan agency
Launched comprehensive system of solutions in Europe.
TEAM
We operate at deal speed so you can, too.
Our team of experts brings unmatched experience and ingenuity to every engagement, working on your schedule to keep the deal moving.
CAREERS
Elevate your impact. Join our team.
Put your expertise and inspiration to work, helping to deliver the most sophisticated solutions for the most complex and compelling deals.
Relevant Deals
acquired by
investment by
acquired by
acquired by
acquired by
FEATURED INSIGHTS
2025 M&A Deal Terms Study
M&A Deals: Don't Overlook the Later Stages
Five Considerations When Engaging an Administrative or Facility Agent
