Case Studies

Our Wall Street culture is deeply rooted in securities research, investment strategy, and economic analysis. Clients value our incisive viewpoint on capital markets worldwide. In deal-making activity, our intuition and acumen translate into unconventional results.

Setting Valuation Range to Steer Negotiation

An American business owner needed help in determining a market-equilibrium price for his privately-held financial services consultancy in advance of a prospective sale. The valuation analysis was obscured

Setting Apart Private Bank in Me-Too Industry Segment

A major wealth-management organization in the Middle East asked us to develop a content-rich investment-strategy publication to support their advisors in capturing a larger share of client wealth. By providing an allocation

Opening Islamic Market for Top-Performing Asset Manager

We partnered with an award-winning, Brisbane-based equity manager looking to expand its business beyond the local market. After consultation, we felt the manager’s investment strategy would lend itself well to a dedicated

Finding Port-Development Partner Amid Recession

We worked with an investor group in Eastern Europe to find a development partner for their deep-water port project. The prospects for success were seemingly dim. In 2009—when we began the project—the world was