We focus on the Learning and Talent technology champions of today and tomorrow. As a member of FINRA/SIPC, we provide M&A and private placement services. Leveraging over 40 years of experience, our principals have collectively completed over 280 transactions totaling more than $40 billion.

We're also experienced entrepreneurs, having previously founded, grown, and sold global growth investment bank ThinkEquity Partners.

Our clients are innovative and emerging companies as well as large, sophisticated industry leaders. They retain our services in order to leverage our domain expertise, entrepreneurial experience, and extensive relationships.

What We Do

  • M&A Advisory (Sell-side, Buy-side)
  • Corporate Divestitures
  • Capital Raising
  • Strategic Advisory to Executives and Boards

Who We Work With

  • Private & Family-Owned Businesses
  • Multinational Corporations
  • Financial Sponsors