Vision to see the goal....knowledge of the course to navigate around the traps....integrity and honesty to play fair....respect for our partners as we win together.

This is our commitment to clients, staff and regulators. 

We are raising capital for banks and insurance companies, performing valuations of their companies, advising them on mergers and acquisitions and performing a variety of other investment banking services.  Contact us for a free, no-obligation discussion of your company's needs.

Certain members of our Firm are registered with MCG Securities LLC, which is a Broker/Dealer and member of FINRA and SIPC.  Our Board is made up of seasoned veterans from banking circles and other industries to provide stability and careful governance.

Whether you are in need of valuation services, thinking about raising capital, assessing a merger or an acquisition, or a variety of other strategic moves, call on us to help you think critically about the pros and cons.