About Us

WHO WE ARE

 

We employ a straightforward, no-nonsense approach, and deliver smart, creative and experienced solutions for our clients.

 

Exceptional results are achieved through meticulous preparation and careful execution.  This approach has defined our reputation within both the investment banking & strategic advisory industry.  Since our founding in 1988, we have helped thousands of shareholders identify, build, and implement their ideal transition.

 

Our boutique approach is what sets us apart from the rest. We work with our clients on a personal basis to help them make critical decisions with greater confidence and judge ourselves and our success on the actionable results we achieve for them.

 

Since our merger with Coldstream Holdings, Inc in 2017 our firm has grown to one of the largest independent and shareholder owned firms on the West Coast.