Excellence in Investment Banking
A refined approach to investment banking that emphasizes long-term partnership with founders, investors and leadership teams.
Why We’re Different
Emphasis on Partnership
We see our role as partners with both the investors and management team, which allows us to provide unbiased advice and optimize outcomes for our clients, instead of simply trying to win the deal.
Big Bank Experience
Our team of former Houlihan Lokey, Montgomery and J.P. Morgan bankers have executed hundreds of mergers and acquisitions, financings and strategic transactions worth over $100 billion in aggregate, with deal sizes ranging from several million to several billion.
Focused and Agile Team
We offer each of our clients the best in class service and senior level attention they deserve, which can only come from a boutique investment bank and agile team.
Deep Domain Expertise
Enterprise SaaS Solutions
Healthcare Technology
Workflow and Collaboration
eCommerce and Supply Chain
Human Capital Technology
Business Analytics and Information
Marketing Automation
Financial Technology
Government Technology
Travel and Event Technology
Technology-enabled Services
Business Services
Our team is comprised of highly experienced investment bankers, private equity professionals, seasoned investors and financial accounting specialists.
How can we optimize the opportunity for you?
The time could be right for an investment, liquidity or business combination. Capital Clarity can provide a perspective on valuation, timing and strategic or financial partners.