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Capital Solutions

Our team has worked with hundreds of financial institutions and very high net worth individuals.

Capital  Advisory

Roger Rezende

Formerly head of Mergers & Acquisitions for Stericyle, a $4bn multinational company where he managed deals across 7 countries.

Mergers & Acquisitions

Pete Church

20 years experience as Marketing Director for multi billion dollar alternative asset managers including Man Financial, Altegris, and others.

Alternative Asset Marketing & Communications Specialist

James McDermott

Former CEO, Keefe Bruyette (now Stifel), specializing in financial services companies.

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Our capital advisory practice assists clients with communicating with existing investors, raising capital from new investors and assisting with exit and liquidity opportunities.


These services include: 



Click on the sections above to explore.




Email Us

Tel:  301-244-8622

For any general inquiries, please fill in the following contact form:

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