Small Firm Profile A Baltimore-based investment banking firm with a very small team (2-10 employees) suggesting high-touch, advisory-focused services and potential outsourcing or partnerships to scale deal flow and service delivery.

Boutique Niche Operating in investment banking with limited headcount and unspecified deal size, indicating potential appetite for targeted mid-market M&A support, capital advisory, or cross-border transaction capabilities to augment capabilities without bloating staff.

Tech Stack Uses standard web and analytics tools (Squarespace, Google Analytics, etc.) and .NET stack, signaling openness to modernizing client experience, CRM, website-led lead generation, and data-driven outreach improvements.

Market Position No disclosed revenue beyond a broad $0-1M range and peers in larger firms; opportunity to position as a scalable, value-focused adviser for regional deals, with services that differentiate through senior-level attention and customized strategy.

Growth Opportunities Low employee count but existing online presence; potential to upsell capital markets tools, financial modeling services, and compliance or regulatory advisory, plus prospecting in nearby markets leveraging Baltimore’s financial services ecosystem.