Success Stories

Transactions that
Create Value

A curated record of engagements we have helped bring to life — from capital raises to complex exits. Each story reflects our commitment to connecting the right people at the right moment.

600+
Businesses Met With
80+
Countries Represented
95+
Investment Banks
5,000+
Investment Bankers
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Our Network

Built for Every Sector

Our network includes bankers with expertise spanning virtually every industry. Below are examples of businesses introduced to us.

Our Team

The People Behind the Partnership

Our leadership team brings decades of combined experience in investment banking, mergers and acquisitions, and entrepreneurship. That depth shapes every relationship we build.

DV
David Vorhoff
CEO & Co-Founder
JS
John Stewart
Managing Director & Co-Founder
KG
Kathleen Gillespey
President
MM
Michael Marr
Chief Financial Officer
JB
Julia Buthman
Managing Director
RH
Robert Heilbronner
Managing Director
TV
Tim Vorhoff
Senior Vice President
CG
Celeste Gonzalez
Vice President of Partnerships
HS
Henry Strauss
Business Development
NB
Normand Bremner
Data Manager