On behalf of our investment banking clients we help them finance their growth plans by structuring and arranging placements of their securities. We assist them concerning all facets of their mergers and acquisitions requirements and advise their management or shareholders in respect of valuation issues whether relating to their own companies or securities or to acquisition targets. We have in-house expertise covering the full range of services in investment banking and a wide array of industry sectors.
In respect of investment management clients we provide discretionary portfolio management in either a separately managed account or on a pooled fund basis. We focus on preservation of capital while striving to achieve an appropriate rate of return given each client’s unique investment objectives.