About Us

Who We Are
An independent investment and merchant bank providing financial and strategic advice to boards and c-suites of corporations, trusts, partnerships, institutions, and government-related entities.

What We Do
Provide capital and advisory services to clients, public and private companies, and governmental agencies.

How We Do It
Put the client first and act in their best interest.
Services

Advisory
Market-Based Analytics and Business Judgment

Capital
Accessing Capital for Growth

Mergers & Acquisitions
Strategic Alternatives
Our Clients

Via Christi

United Surgical Partners

United Health Care

U of M Childrens

Triad

Tenet

Tear Lab

Sunshine Heart

Streamline Health

St Alexius

SSM Health

Southern Illinois

Sisters of Mercy

San Juan

Ridgeview

Reliant

Phoenix

NeoGenom

Nanosphere

Mobi

MiMedX

Merge

Medtronic

MedTox

MedAssets

Intricon

HealthStream

HCMC

Fairview

Excelera

Eurofins

Denver Health

Cryoport

Children's Mercy

CentraCare

CDI

Biotechne

Arcadia

Allina

Allegiance

Cardio Flow, Inc.