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
We apply our big bank experience to each transaction; our team of former Houlihan Lokey, Montgomery, and J.P. Morgan bankers have executed hundreds of M&A, financings, and other strategic transactions worth over $100 billion in aggregate, with deal sizes ranging from several million to several billion.
Focused and Agile Team
We offer all 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.
What We Do
Our team is comprised of highly experienced investment bankers, private equity professionals, seasoned investors, and financial accounting specialists.
How can we help optimize the opportunity for your company?
The time could be right for an investment, liquidity or business combination. It could be an appropriate time to raise capital. Capital Clarity can give you a perspective on valuation, timing and strategic or financial partners.