Product Listings
Evercore focuses on investment banking advisory services, addressing business challenges related to strategic transactions such as mergers and acquisitions, restructurings, and capital structure. The company provides advice to boards of directors and management teams regarding financial strategies and shareholder matters. Evercore assists organizations with raising capital through both public and private markets and offers equity research, sales, and trading services. The firm also provides investment management and wealth management services to institutional and individual investors. Evercore operates through offices in major financial centers across several regions.
Baker Donelson is a law firm with a longstanding history of providing legal services. The company's distinct approach to service delivery sets it apart in a highly competitive industry. It prioritizes a deep understanding of a client's business to provide informed and strategic advice based on individual objectives and goals. Baker Donelson is one of the largest law firms in the U.S., with a robust team of over 650 attorneys and public policy advisors. The firm's wide-ranging areas of practice are spread across 22 locations, offering a comprehensive set of legal and policy services. A major focus for the company is leveraging technology to improve operation efficacy and to ensure swift access to vital client-specific information and resources.
Corporate Finance International (CFI) is a global group specializing in middle-market investment banking and corporate finance advisory services. CFI addresses the complexities of cross-border acquisitions, divestitures, and capital raising for transactions typically ranging from EUR 20 million to EUR 500 million. The company focuses on providing advisory services for buy-side and sell-side transactions, including targeted searches, divestiture support, and sourcing across various capital tranches. CFI operates through an internationally integrated sector approach to facilitate the execution of cross-border corporate finance transactions in the middle-market segment.
Marquee Equity focuses on simplifying the capital raising process for companies by assisting them in preparing essential materials such as data rooms, pitch decks, financial models, and business plans. The company enables organizations to connect with suitable investors for their fundraising needs through its platform, supporting a large number of annual transactions across various regions. Marquee Equity addresses challenges related to efficient preparation and access in the context of raising capital.
MarshBerry focuses on providing investment banking and consulting services to insurance brokerages and firms in the wealth management industry. The company addresses business challenges related to growth, ownership transitions, capital needs, strategic planning, valuations, and performance benchmarking. MarshBerry supports organizations through merger and acquisition advisory, capital raising, financial consulting, leadership solutions, sales and talent strategies, executive exchanges, market intelligence, and agency network resources. The company’s work centers on enabling firms to address operational and ownership complexities and improve their financial and strategic outcomes.
PMCF is a middle market investment bank focused on providing merger and acquisition advisory services to businesses operating in various sectors. PMCF addresses the challenges of transaction planning, execution, and capital raising by offering advisory support for both buy and sell side M&A activities, as well as strategic financing efforts. The company utilizes staff with industry and transactional experience to guide clients through complex sale, acquisition, and growth strategies. PMCF operates with dedicated teams for a range of industry sectors and provides its services nationally and internationally through related firms, facilitating the navigation of business transactions and financing requirements.
The company addresses the challenge businesses face in accessing financial expertise and strategic HR support by offering specialized executive-level services without requiring full-time hires. Its team provides guidance on financial management, HR strategy, and business operations tailored to different industries, business stages, and corporate models. The company's services focus on supporting growth, scaling operations, and planning for business exits, helping organizations navigate complex transitions and optimize internal resources.
BDO is a professional services provider that operates within the middle tier of the industry. Its offices are spread across 167 countries, with over 91,000 professionals contributing to its operations. The company's focus on adopting advanced technology and maintaining quality has revolutionized its approach. Recent strategic moves have enabled BDO to build a robust global infrastructure and offer innovative solutions, delivering enduring value for clients. The organization operates driven by purpose.
UBS is a global financial services company operating in major financial centers across more than 50 countries. UBS provides wealth management advisory, investment banking, asset management, private banking, and corporate banking services. The company addresses financial management and investment challenges for individuals, families, institutions, and corporations. UBS aims to support clients in managing complex financial decisions and strategies related to wealth preservation, capital allocation, and corporate finance. In June 2023, Credit Suisse became part of UBS Group.