
Parallel Tracks for Companies at a Crossroads
We are a boutique investment bank focused on providing excellent advice on mergers & acquisitions, capital raises, and corporate strategy & performance to businesses that are at a crossroads in their lifecycles
Our Team

Marco Schuurman
Associate

Devin Bostick
Associate

Isak Akervall
Associate

Cullen McCarthy
Senior Analyst

Joey Yuan
Analyst

Sassa Akervall
Advisory Board Member
CEO, Akervall Technologies

Carla Goffstein
Advisory Board Member
Fmr. CFO and Interim CEO, Twinlab

Bill Gustin
Advisory Board Member
Co-Founder, CleverTraining.com
Our Advisory Board

Bob Hiben
Advisory Board Member
CFO, SolTec Health

Stephen Reid
Advisory Board Member
Founder and CEO, Founders Advantage Capital
Our Differentiators
We identify the right strategic and financial avenues for business owners, investors and entrepreneurs that have made "all the difference"

Flexibility
We believe it is important to create multiple avenues of value creation, whether through a sale to a strategic party, to a financial party, a capital raise, an acquisition of another business, or the pursuit of one or more roads simultaneously.

Execution
Our time is our most precious resource, and we maximize it by bringing a high degree of planning and expertise to every client and every transaction. We do not make empty promises, and we strive to deliver results through a combination of senior level attention and great execution capabilities.


Depth
As trusted advisors to boards, companies, founders, and investors for many years, we bring deep industry relationships, advance knowledge of the key performance indicators that drive your business, and a global network of counterparties to the table when it comes time for a transformative transaction.
Speed
We know that market cycles and environments don't last forever, so we make the process of taking your company to market a priority to ensure that working with us is both time and cost efficient for you.
Our Services
We offer a broad range of strategic, corporate and financial advisory services designed to maximize value creation for our clients
Sell-Side M&A
We aim to position your business to maximize your objectives, bring deep and global relationships to help create competition for your business, and negotiate relentlessly on your behalf
Private Placements
We will market, structure, and secure growth capital or shareholder liquidity ranging from secured debt to common equity
Strategic Advisory
We will bring our in depth industry knowledge to help you stay ahead of the market and provide strategic and consultative advice as you navigate competitive landscapes
Buy-Side M&A
We will identify, approach, structure, diligence, and execute transactions to acquire proprietary targets
Restructuring
We will model, evaluate, and negotiate with key stakeholders in capital structure restructuring transactions whether in or out of court
Outsourced CFO
We will bring a team of finance professionals to supplement or implement a professional and strategic CFO role within your organization, including accounting and financial planning and analysis best practices