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.
Our team is comprised of highly experienced investment bankers, private equity professionals, seasoned investors, and financial accounting specialists.
Is it time to take some chips off the table?
Maybe it’s time to look at market conditions for a partial sale or a full sale of your business. Or maybe it’s time to raise capital to grow. Capital Clarity can give you a perspective on valuation, timing and investors. Let’s have an informal conversation.