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Certified By
Employees As
A Great Place
To Work -
Serious Commitment.Serious Resources. -
Corporate Finance and Investment BankingTrusted Advisors to the Middle Market Since 2003 -
Due Diligence ServicesOver 900 Engagements Per Year Across the Country -
Confidence to Pursue the PossibilitiesPrivate Capital Solutions for Today'sEntrepreneurs and Executives
15 YEARS OF
CLIENT SUCCESS.
0
CLIENTS ACROSS THE COUNTRY
0
TRANSACTIONS ANNUALLY
What We Do
Quality of Earnings
Learn MoreCollateral Field Examinations
LEARN MOREHealthcare Advisory
LEARN MOREFinancial Institutions
LEARN MOREMergers & Acquisitions Advisory
Learn MoreCapital Formation
Learn MoreBusiness Valuations
Learn MoreRestructuring & Special Situations
Learn MoreOur Team
Paul Epstein
Managing Partner
Brian M. Smith
Managing Partner
John Dendrinos
Managing Director—Commercial & Industrial Division / Field Examination
Tiffany Grant
SVP, National Scheduling Coordinator—Field Examination
Brad Velie
Managing Director —Healthcare Advisory Group
David Ruhlig
Managing Director —Financial Institutions Group
Christopher Nix
Managing Director —Transaction Advisory Services
Jay Clark
Managing Director—Investment Banking
Jami Gold
Director—Investment Banking