Investment Banking

Our banking team helps promising companies access timely advice and capital to facilitate value creation.

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.

Our Transactions

We facilitate innovation and drive long-term value creation.

Our banking team helps promising companies access timely advice and capital to create value.

Biodesix, Inc.
Cardlytics, Inc.
Cadre Holdings, Inc.
Tandem Diabetes Care, Inc.
Biodesix, Inc.
Cardlytics, Inc.
Cadre Holdings, Inc.
Tandem Diabetes Care, Inc.
Achieve Life Sciences, Inc.
View all transactions

Investment Banking Services

Equity Capital Markets Services

  • Underwritten, public equity offerings, including IPOs and follow-ons

  • Registered direct offerings (RDOs)

  • Private investment in public equities (PIPEs)

Strategic Advisory Services

  • Sell-side M&A Advisory

  • Buy-side M&A Advisory

  • Fairness Opinions

  • Special Committee Advisory

Investment Banking Team

Mike Townley
Mike Townley
CEO, Head of Investment Banking
Founding Partner
Full bio
John Baumgartner
John Baumgartner
Head of Capital Markets
Full bio
Dave McDonald
Dave McDonald
Head of Life Sciences Banking
Full bio
Andrew Pafko
Andrew Pafko
Head of Medical Technologies and Healthcare Services Banking
Full bio
Rob Martin
Rob Martin
Managing Director
Full bio
Jared Schramm
Jared Schramm
Managing Director
Full bio
Michael Fenton
Michael Fenton
Managing Director
Head of Capital Markets Execution
Full bio
Mitch Truelock
Mitch Truelock
Managing Director
Full bio
Sam Hill
Sam Hill
Director, Investment Banking
Full bio

Should we have a conversation?
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