Mergers & Acquisitions

Offering a wide variety of M&A advisory services, including sell-side, buy-side, divestiture, recapitalizations, growth capital and strategic consulting.

Maximizing results and delivering positive outcomes for growth-oriented companies

Take advantage of industry and investment banking expertise that leads to successful transactions, active relationships with leading financial sponsors, and insight shaped from engagement across the healthcare industry.

Proven track record

  • Team of 130+ professionals with advisory experience across multiple industries
  • Unparalleled expertise in healthcare and aerospace, defense and government services
  • 125+ successful transactions and $50 billion+ in transaction value created since 2021

Industry expertise

  • Strategic insights that unlock opportunities and fuel transaction success
  • Precision processes that take transactions to close according to plan
  • Hands-on teams with deep transaction and industry operating experience

Impactful relationships

  • Active engagement and ongoing interaction with hundreds of private equity groups
  • Ongoing interaction with the leaders, innovators and CEOs/founders driving industry innovation
  • Commitment to senior team involvement with each and every client


Relationship-driven M&A

When you work with us, a single team of dedicated partners will serve your business throughout the relationship. You’ll benefit from a holistic approach that has earned the trust of our clients as they continue to scale their businesses.


Aerospace, defense & technology experts

Tap into a results-driven investment banking partner that understands the unique objectives of business owners, board members and management teams. Experience, industry knowledge, and established buyer and investor relationships ensure that market leaders realize their full strategic value.


Healthcare focus

Unlock the insights, operating experience and investment banking expertise that come from our team of 75+ healthcare professionals with strong relationships in the industry. When you choose us, you get a partner who is well versed and eager to help you succeed.


  • Initial assessment of strategic options
  • Comprehensive review of strategic options with all stakeholders
  • Develop overall M&A process
  • Determine optimal timing for transaction
  • Build financial forecast model
  • Build transaction marketing materials
  • Build data room
  • Contact approved buyers and investors
  • Coordinate bid deadlines
  • Negotiate financial terms of transaction
  • Coordinate due diligence
  • Facilitate closing of transaction
  • Coordinate with lawyers, accountants, private wealth managers and consultants
  • Private company sale
  • Private equity-backed company sale
  • ESOP-owned (full or partial) company sale
  • Sale to strategic buyer
  • Sale to private equity investor
  • Sale to international investor/buyer
  • Management buyouts
  • Public company divestiture
  • Stock-for-stock merger
  • ESOP transaction
  • Minority investment
  • Debt financing
  • Buy-side support
  • Preemptive offers


Head shot of Jeff Porphy

Jeff Porphy

Senior Managing Director

Capital One Securities

Head shot of Justin Roth

Justin Roth

Senior Managing Director


Head shot of Kevin DeSanto

Kevin DeSanto

Senior Managing Director


Head shot of Robert Kipps

Robert Kipps

Senior Managing Director


Commercial Insights