The group’s principal activity is to provide investment banking. The group provides mergers and acquisitions, private placements, merchant banking, leveraged buy-outs, management buy-outs, capital restructuring, fairness opinions, valuations, business energy tax credit placements, and financial advisory services. Customers served by the group include distribution, technology, business services, consumer, retail and healthcare industries. The group was founded in 1989. The group operates from the United States.