business counseling services header



Financing is about more than bank loans. We view financing holistically – as a balance sheet structure that best serves the goals and needs of your business. We start by first gaining an understanding of your business – listening to what you want and need to do, then working with you to set a course of action. We present you with your options, utilizing our capital markets team familiar with a variety of capital sources and structures. We’ll introduce you to other resources, such as investment bankers, or directly to funding sources. With hundreds of financings under our belt, we know the key players. We can anticipate the likely issues you’ll face and will make sure you understand the various structuring alternatives available.



David M. Kall profile image

David M. Kall

James E. Stief profile image

James E. Stief

David A. Agay profile image

David A. Agay

Chad Arfons profile image

Chad Arfons

Carl J. Grassi profile image

Carl J. Grassi

Alexa Guevara profile image

Alexa Guevara

Jeffrey R. Huntsberger profile image

Jeffrey R. Huntsberger

Patrick A. Karbowski profile image

Patrick A. Karbowski

Jessica T. Lifshitz profile image

Jessica T. Lifshitz

Jason M. Smith profile image

Jason M. Smith

Joseph J. Weinberg profile image

Joseph J. Weinberg

Dean E. DePiero profile image

Dean E. DePiero

Michael J. Meaney profile image

Michael J. Meaney

Christal L. Contini profile image

Christal L. Contini