Investment Banking Services

We help companies access capital and build strategic relationships that facilitate innovation and drive long-term growth

We provide a firm-wide commitment to each investment banking client and approach each engagement as an opportunity to establish a partnership that endures beyond executing a transaction.  We leverage our extensive transaction experience, domain expertise and broad network of capital markets and industry relationships to deliver informed, unbiased advice and successful transaction outcomes to our clients. 

Equity Capital Markets Services

  • Underwritten, public equity offerings (IPOs and follow-on offerings)
  • Registered direct offerings (RDOs)
  • Private Investments in Public Equities (PIPEs)

Strategic Advisory Services

  • Sell-side M&A advisory
  • Buy-side M&A advisory
  • Fairness opinions
  • Special committee advisory

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Mike Townley
Head of Investment Banking


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Dave McDonald
Head of Life Science Investment Banking


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Tim Klein

Investment Banking


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Rob Martin

Investment Banking


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Steve Rickman

Investment Banking


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Sector Focus

Clean Technologies

Cloud Based Software and Services

Consumer Growth

Digital Media


Intellectual Property / Licensing 

Life Sciences

Network Infrastructure 

New Energy

Online Advertising

Security Software

Special Opportunities