Background
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Founded in 2000
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Solely focused on financial restructuring and investment banking |
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Closed over 300 transactions
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Has an affiliated company, BWK Trinity Capital Securities LLC, |
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which is a FINRA registered broker/dealer
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Independent firm without conflicts of interest
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Services & Target Clients
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Financial restructuring and distressed advisory services |
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Mergers and acquisitions advisory services: $25 million and greater
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Private debt, equity and real estate fundraising with deal size ranging |
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from $10 million to $500 million |
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Advisor to entrepreneurs, middle market companies and private equity firms |
Experience
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World class professionals from large Wall Street and accounting firms including |
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Goldman Sachs & Co., Merrill Lynch, Dillon Read & Co. and JPMorgan
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Our professionals have over $60 billion in transaction experience |
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Proven record of exceptional client outcomes
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Differentiation
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Big Wall Street experience and investor contacts combined with |
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boutique client service |
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Deep sector expertise in restaurants, consumer/retail, food, alternative |
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energy and other industries |
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Senior bankers manage transactions and provide client advice |
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Intensive and customized service |
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Expert financial and accounting analysis |
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Focus on long-term value creation and dedication as a truly trusted advisor |
