Kroll is a financial and risk advisory firm established in 1932 and based in New York City. In 2018, Kroll was acquired by Duff & Phelps. In 2021, Duff & Phelps decided to rebrand itself as Kroll, a process it completed in 2022.
Mediobanca is an Italian investment bank founded in 1946 at the initiative of Raffaele Mattioli and Enrico Cuccia to facilitate the post-World War II reconstruction of Italian industry. Cuccia led Mediobanca from 1946 to 1982. Today, it is an international banking group with offices in Milan, Frankfurt, London, Madrid, Luxembourg, New York and Paris.
Evercore Inc., formerly known as Evercore Partners, is a global independent investment banking advisory firm founded in 1995 by Roger Altman, David Offensend, and Austin Beutner. The firm has advised on over $4.7 trillion of merger, acquisition, and restructuring transactions since its founding. Evercore is widely considered one of the most prestigious and elite investment banking advisory firms.
Stifel Financial Corp. is an American multinational independent investment bank and financial services company created under the Stifel name in July 1983 and listed on the New York Stock Exchange on November 24, 1986. Its predecessor company was founded in 1890 as the Altheimer and Rawlings Investment Company and is headquartered in downtown St. Louis, Missouri.
In finance, the private-equity secondary market refers to the buying and selling of pre-existing investor commitments to private-equity and other alternative investment funds. Given the absence of established trading markets for these interests, the transfer of interests in private-equity funds as well as hedge funds can be more complex and labor-intensive.
Houlihan Lokey, Inc., is an American multinational independent investment bank and financial services company. Houlihan Lokey was founded in 1972 and is headquartered at Constellation Place in Century City, Los Angeles, California. The firm advises large public and closely held companies as well as institutions and governments. Its main service lines include mergers and acquisitions, capital markets, restructuring and distressed M&A, fairness opinions, and financial and valuation advisory. As of December 2023, Houlihan Lokey employs more than 2,600 employees worldwide.
Canaccord Genuity Group Inc. is a global, full-service investment banking and financial services company that specializes in wealth management and brokerage in capital markets. It is the largest independent investment dealer in Canada. The firm focuses on growth companies, with operations in 10 countries worldwide and the ability to list companies on 10 stock exchanges. Canaccord Genuity, the international capital markets division, is based in Canada, with offices in the US, the UK, France, Germany, Ireland, Hong Kong, China, Singapore, Dubai, Australia, and Barbados.
Houlihan Smith & Company was an investment banking firm that provided financial advisory and financing services to public and private businesses. Houlihan was founded in 1996 and reorganized as Houlihan Capital in 2011.
Cogent Partners is a boutique, private equity-focused investment bank and advisory firm and was one of the first advisory firms dedicated to transactions in the private equity secondary market (secondaries). The firm, which was founded in 2002, provides an array of sell-side advisory services such as secondary advisory, portfolio valuation and other research functions. Since inception, Cogent Partners has advised on over 5,639 limited partnership interests representing over $103 billion in private equity secondaries.
Investment Technology Group, Inc. was a United States-based multinational agency brokerage and financial markets technology firm aimed at a hedge fund and asset management clientele. One of the first suppliers of electronic trading services, ITG launched the industry’s second anonymous electronic trade matching system, POSIT, in 1987. ITG has since expanded its business to include tools for portfolio management, pre-trade analysis, order management, trade execution, and post-trade evaluation.
Sagent Advisors was an independent investment bank focused on providing financial advice on mergers & acquisitions, sales, divestitures, and private financing solutions. The firm focused on transactions in several core industry sectors, including Aerospace, Defense & Technology, Financial Institutions, Industrial, Automotive, Retail & Consumer and Technology, Media and Telecommunications. The firm also had an active private equity financial sponsor coverage business and a Japan/Asia Focus Group, which provided Cross-border M&A transactions between Japan as well as other Asian countries and North America, formed when Sagent Advisors entered into a business alliance with Daiwa Securities. Sagent Advisors was acquired by Daiwa Securities Group in 2018.
Guggenheim Partners is a global investment and advisory financial services firm that engages in investment banking, asset management, capital markets services, and insurance services.
BGR Capital & Trade, LLC is a boutique investment bank focused on sell side and buy side mergers and acquisitions, divestitures, management buyouts, leveraged buyouts, capital raising, and joint ventures. Headquartered in Washington, D.C., BGR Capital & Trade has an office in London’s West End as well as affiliates in Europe, Asia, and the Middle East. BGR Capital & Trade is a subsidiary of BGR Group, a Washington, DC-based lobbying firm.
Lincoln International LLC is a multinational independent investment bank and financial services company specializing in advisory services and financings on middle market transactions. The firm works with publicly traded and privately owned companies, financial sponsors, and lenders. The firm provides advisory services including mergers & acquisitions, capital advisory consisting of growth equity, debt and restructuring advisory, valuations and opinions, private funds advisory and joint ventures & partnering. The firm completed more than 400 advisory assignments globally in 2021, as well as over 10,000 debt and equity valuations.
Centerview Partners is an American independent investment banking firm. Centerview operates primarily as an investment banking advisory firm. Centerview has 60 partners and 400 professionals with expertise across a wide range of industries, geographies, transaction structures and sizes.
Plante Moran is one of the largest audit, tax, consulting, and wealth management firms in the United States according to Inside Public Accounting's list of the “Top 100” firms. The firm employs more than 3,800 people and has 23 offices in Michigan, Ohio, Illinois, Colorado, Mexico, India, Japan, and China.
TM Capital Corp. is an independent investment bank with offices in New York City, Atlanta and Boston. The firm advises clients on complex mergers and acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness opinions and solvency opinions, and valuations. Industry specialties include consumer and retail, industrial, technology & tech-enabled services, business services and healthcare. Its partners are promoted in the trade press. TM Capital is a member firm of Oaklins,
West Monroe is a digital services firm headquartered in Chicago, Illinois. West Monroe provides traditional management consulting, creative and product engineering services to businesses across many industries, including consumer and industrial products, energy and utilities, financial services, healthcare, life sciences, private equity, retail, and software and high tech. West Monroe is consistently recognized as a best place to work and a top consulting firm. West Monroe’s tagline is "Don’t Do Digital. Be Digital."
Leerink Partners LLC is an independent investment bank providing healthcare companies and investors with financial services including M&A advisory, equity and debt capital markets, proprietary research, and sales and trading capabilities. The firm was founded in 1995 by Jeffrey A. Leerink, and is headquartered in Boston, with offices in New York City, San Francisco, Charlotte, and Nashville.
nCino is a financial technology company headquartered in Wilmington, North Carolina. The company's cloud-based banking software helps financial institutions to gain efficiencies from digitizing and streamlining processes in commercial banking, small business banking, and retail banking. Pierre Naudé has served as CEO of nCino since its inception. The company's Bank Operating System is used by banks and credit unions with assets ranging from $30 million to $2 trillion. As of 2022, nCino is used in more than 1,750 financial institutions. nCino's customers include TD Bank, Truist Financial, and Santander Bank. nCino's strategic partners include Accenture, Deloitte Digital, PwC and West Monroe Partners.
