SERVICES

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Acquisition Financing

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Debt Capital Advisory

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Mergers & Acquisitions

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Equity Capital Advisory

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Liability Management

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Recapitalizations & Restructurings

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DIP Financing

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§363 Sales

SELECTED EXPERIENCE

Supply Source
Sidewinder Drilling
ImageFIRST
Appgate
Ambri
Beauty Counter
Stampede Meat
CSM Bakery Solutions
Nephron Pharmaceuticals
Resurgence Financial Services (RFS)
Safari Energy
Peabody Energy
Composites Horizons
NorthStar Air
Aveos
DeCrane Aircraft
Principle Business Enterprises
Performance Powersports Group
The Comfy
Naylor
JMB Shipping
Energold group
Beverly Community Hospital Association
Beauty Brands
Aphena Pharma Solutions, Inc.
Aegion
Alex and Ani
Benitago
Trans World Entertainment
Plastiq
Partners In Performance (PIP)
Luminator Technology Group
Faraday Future
Etailz
Eyecare Services Partners

EXPERTS

Our Investment Banking team delivers creative, customized solutions for our middle market clients.

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Anuj Upadhyaya
Associate
Anuj Upadhyaya; Associate
Jason Cohen
Managing Director | Head of Investment Banking
Jason Cohen; Managing Director | Head of Investment Banking
Chris Sweet
Managing Director | Head of Capital Advisory
Chris Sweet; Managing Director | Head of Capital Advisory
Matthew Fan
Managing Director | Head of Technology Investment Banking
Matthew Fan; Managing Director | Head of Technology Investment Banking
Mark Johnson
Managing Director | Head of Industrials Investment Banking
Mark Johnson; Managing Director | Head of Industrials Investment Banking
Steve Bremer
Managing Director
Steve Bremer; Managing Director
Adam Waldman
Managing Director
Adam Waldman; Managing Director
Chris Weil
Managing Director
Chris Weil; Managing Director
Scott Thomas
Senior Director, Capital Advisory
Scott Thomas; Senior Director, Capital Advisory
Stephen Golmont
Director
Stephen Golmont; Director
Lisa Lansio
Director
Lisa Lansio; Director
Samba Patnaik
Director
Samba Patnaik; Director
John Stine
Senior Vice President
John Stine; Senior Vice President
Saul Downie
Vice President
Saul Downie; Vice President
Christopher Gloria
Vice President
Christopher Gloria; Vice President
Andrew Stevens
Vice President
Andrew Stevens; Vice President
Ethan Carlson
Senior Associate
Ethan Carlson; Senior Associate
John Cygan
Senior Associate
John Cygan; Senior Associate
Alex DeHeer
Senior Associate
Alex DeHeer; Senior Associate
Akhil Gandra
Senior Associate
Akhil Gandra; Senior Associate
Ethan Mann
Senior Associate
Ethan Mann; Senior Associate
Jack Miller
Senior Associate
Jack Miller; Senior Associate
Ignacio Roitman
Senior Associate
Ignacio Roitman; Senior Associate
Jonathan Roth
Senior Associate
Jonathan Roth; Senior Associate
Benjamin Barnett
Associate
Benjamin Barnett; Associate
Sam Drablos
Associate
Sam Drablos; Associate
Chris Friend
Associate
Chris Friend; Associate
Rishad Karim
Associate
Rishad Karim; Associate
Ria Paradkar
Associate
Ria Paradkar; Associate
Anuj Patel
Associate
Anuj Patel; Associate
Shafali Reddy
Associate
Shafali Reddy; Associate
Hunter Reynolds
Associate
Hunter Reynolds; Associate

Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA SIPC. Firm details on FINRAs BrokerCheck.