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Capital

Over many years of experience we have realized our clients diverse needs. Successful entrepreneurs require more than just investment management and, financial and estate planning. Many require capital financing, assistance with the sale of their company, or wish to acquire additional business for their company. We assist small to mid-sized companies and entrepreneurs to access capital or to engage in mergers and acquisitions. Investment banking divisions of bank-owned firms are often not equipped or interested to deal with smaller private companies that are less than $50 million enterprise value. We feel that an integrated approach of providing investment banking services as well as asset management and estate planning services to our clients gives us a better understanding and a closer relationship with our clients.