We know our greatest assets are our people and our reputation and we guard it carefully. We enjoy a strong esprit de corps—fostering teamwork, collaboration and entrepreneurship. Unlike some of our peers focused on a quick or one size fits all solution, our professionals have extensive advisory, investment and operating backgrounds which we leverage for thoughtful, highly-bespoke solutions. As opposed to the leverage model used by many firms, we commit the full resources of the firm including senior professional skill and attention to manage the entirety of every engagement. Coupled with our core tenets of trust, integrity and unconventional thinking—the outcome are exceptional results for our clients.

joel montminy investment banking

Joel Montminy
President & CEO

les allan investment banking

Les Allan
Managing Director & COO

joe bratter investment banking

Joe Bratter
Managing Director

joshua fox investment banking

Joshua Fox
Managing Director

william koening investment banking

Bill Koenig
Managing Director

michael mccraken investment banking

Michael McCracken
Managing Director

russ riggins investment banking

Russell Riggins
Managing Director

sam bakhshandehpour investment banking

Sam Bakhshandehpour
Senior Advisor

mark chesler investment banker los angeles

Mark Chesler
Senior Advisor

javad ghoreichi investment banking

Javad Ghoreichi
Senior Advisor

steve laver investment banking

Steve Laver
Senior Advisor

trent maclean investment banking

Trent MacLean
Senior Advisor

barry spector investment banking

Barry Spector
Senior Advisor

chad van Sweden investment banker los angeles


adnan iqbal investment banking

Adnan Iqbal
Senior Vice President

steven on investment banking

Steven On
Senior Associate

ben bernal investment banking

Ben Bernal

yao lu investment banking analyst los angeles

Yao Lu
Senior Analyst

anthony varisano investment banker los angeles

Anthony Varisano

jung park investment banking

Jung Park
Chief Financial Officer

jasmine barnett investment banking

Jasmine Barnett

zelana montminy investment banking

Zelana Montminy
Advisory Board

ken pierce investment banking advisory los angeles

Kenneth R. Pierce
Advisory Board

shabir randeree investment banking

Shabir Randeree
Advisory Board

jason weiss investment banking

Jason Weiss
Advisory Board

analysts and interns investment banking

Analysts & Interns