Market focus Boutique investment banking firm targeting Healthcare, Technology and Consumer sectors, presenting opportunities to cross-sell M&A advisory, capital formation, and strategic partnerships to clients within these high-growth spaces.

Regional footprint Headquartered in Austin with offices in Houston and Portland, suggesting potential for regional client outreach, local partnerships, and expanded coverage in Texas and Northwest markets.

Deal history Team has closed over $20B in strategic advisory transactions and raised over $5B in capital, indicating credibility and a proven track record to leverage when approaching prospective middle-market companies.

Tech enablement Utilizes a modern tech stack including AWS, WordPress, Webflow, iCIMS, Klaviyo and analytics tools, enabling scalable engagement, marketing automation, and data-driven outreach to target executives.

Growth signals Revenue in the $10M–$25M range and a lean, specialist team (11–50 employees) present a target for scale-driven services, including capital formation and strategic partnerships to accelerate growth for growing healthcare-tech-consumer companies.