Investment Banking
We advise corporations and institutional investors on their most complex strategic and financial decisions, providing independent analysis and execution support from initial evaluation through completion.
Mergers & Acquisitions
Buy-side and sell-side M&A advisory, fairness opinions, deal structuring, negotiation, and cross-border transaction support.
Restructuring & Recapitalization
Balance sheet restructuring, recapitalization advisory, strategic alternatives analysis, and creditor/stakeholder advisory.
Strategic Advisory
Independent strategic guidance on capital allocation, business transformation, and competitive positioning.
Capital Markets
Deep market expertise and institutional execution capabilities across equity and fixed income — delivering best-in-class results regardless of market conditions.
Equity Capital Markets
58% year-over-year revenue increase reflecting expanding institutional equity trading capabilities and investment banking relationships.
Taxable Fixed Income
Leading participant in taxable fixed income with strong trading performance and significant transaction activity through varied market cycles.
Municipal Capital Markets
Solidifying our position as a leading municipal bond market participant through specialist expertise and deep issuer relationships.
Market Making
Continuous liquidity provision across equity and fixed income markets, supporting institutional order flow with competitive pricing.
Underwriting
Lead and co-manager underwriting for equity and debt offerings, connecting issuers with our institutional investor network.
Securities Brokerage
$82.0M H1 2003 net revenues from full-service institutional brokerage with best-in-class execution across multiple asset classes.
Asset & Wealth
Management
Tailored investment management solutions for institutional and high-net-worth clients seeking disciplined, risk-adjusted portfolio growth over the long term.
Asset Management
Disciplined investment management across public equities, fixed income, and alternative strategies focused on risk-adjusted returns.
Portfolio Management
Customized separate account management, strategic asset allocation and ongoing monitoring for institutional mandates.
Wealth Advisory
Comprehensive wealth management including estate planning integration and multi-generational portfolio strategy.