Financial & Investment Companies

CPA-led outsourced accounting firm specializing in CPG, manufacturing, and e-commerce financial o...

Merchant Bank enabling health and wellness globally through investments and strategic advisory.

Middle-market private investment firm managing $19B in assets, focused on growth and value creation.

Leading financial institution offering personal and business banking services across the U.S.

Specialized investment bank offering M&A and advisory services in tech, consumer, and healthcare.

Largest independent M&A and private placement advisory firm for better-for-you brands.

Boutique merchant bank focused on special situations.

Leading accounting and advisory firm serving diverse industries.

Leading economic consulting firm providing financial & strategy services.

Full-service investment bank for middle-market companies.

Leading financial services company specializing in equipment and franchise financing.

Strategic advice for governance, finance, and ESG risk.

Consumer-focused private equity firm.

Private transatlantic investment banking firm specializing in M&A and private equity.

Private community of investors supporting CPG brands.

Growth equity firm investing in high-growth, founder-owned businesses.

Private equity firm for consumer brands.

Specialized investment firm applying disruptive innovation.

Investment firm focused on consumer brands, health, and better living.