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ABOUT US
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. We 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, employee-shareholder owned firms on the West Coast.
