Sector Focus Leverage CIBC US Middle Market Investment Banking expertise in mergers & acquisitions and capital raises to target mid-market industrial, consumer, software & technology, healthcare, and business services clients seeking strategic transactions or private capital.

Private Equity Alignment Position as a compelling partner for private equity funds seeking exits, add-ons, or recapitalizations by highlighting cross-border and cross-sell capabilities through CIBC Bank USA and the broader CIBC platform.

Tech & Data Play Utilize the firm’s technology stack (Azure, Google Tag Manager, OneTrust, Open Graph) to offer clients modern digital due diligence, data room optimization, governance, and analytics to streamline transaction processes.

Growth Sectors Target clients in rapidly consolidating or high-growth niches within healthcare, software, and industrials where private capital can unlock scale, digital transformation, or strategic consolidations.

Relationship Expansion Capitalize on recent leadership appointments and the Cleary Gull ecosystem to open conversations about broader financing solutions, including private debt, equity raises, and advisory services across the mid-market.