Featured Projects
Browse our recent financial advisory engagements
IPO Advisory
FinTech Startup IPO
Successfully guided a payment solutions provider through their NASDAQ listing process.
6 Months
$150M Raised
M&A Advisory
Regional Bank Merger
Advised on the $2.4B merger creating Southeast's 3rd largest financial institution.
9 Months
42% Synergy
Tax Optimization
Manufacturing Group
Implemented strategic tax planning saving $18M annually across 12 subsidiaries.
4 Months
27% Savings
FinTech Automation
Payment System Upgrade
Designed and implemented AI-powered payment processing system.
5 Months
3.2M TX/day
Private Equity
Healthcare Fund
Structured $750M private equity fund focused on healthcare technology.
7 Months
22% IRR
Risk Management
Global Bank Compliance
Implemented enterprise-wide risk management framework across 28 countries.
11 Months
100% Audit
