Our Research Team combines decades of buy- and sell-side experience, using a bottom-up approach to deliver alpha through deep analytical insights.
Our experienced analysts seek out companies with disruptive technologies that have the potential to shift paradigms within their sectors. We have a commitment to high-frequency publications, keeping our clients updated on the nuances associated with our covered companies.
We go beyond traditional research by complementing our insights with impactful events such as key opinion leader (KOL) calls, podcasts, webinars, and conferences. These initiatives foster awareness and engagement, providing our clients with valuable perspectives that support their investment decisions.

SECTOR EXPERTISE

Sector specialists are dedicated to long-term franchise growth. Our teams offer integrated financial advisory and capital markets services, along with in-depth sector expertise.

Our experienced team transacts across the below Sectors:

Basic Materials

Energy & Production

Industrials

Financial Services

Consumer

Healthcare

REIT's

Technology

Recent Transactions

March 4, 2025
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Plus Therapeutics, Inc.
(Nasdaq: PSTV)

$15,000,000

Private Placement
Exclusive Placement Agent

February 28, 2025
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LZ Technology Holdings Limited
(NASDAQ: LZMH)

$7,200,000

Initial Public Offering
Joint Bookrunner

February 21, 2025
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Wellgistics Health, Inc.
(Nasdaq: WGRX)

$4,000,000

Initial Public Offering
Joint Bookrunner

February 6, 2025
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Huachen AI Parking Management Technology Holding Co., Ltd
(Nasdaq: HCAI)

$6,000,000

Initial Public Offering
Joint Bookrunner

February 4, 2025
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MicroVision, Inc.
(Nasdaq: MVIS)

$17,000,000

Private Placement
Co-Placement Agent

January 23, 2025
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Decent Holding Inc.
(Nasdaq: DXST)

$5,000,000

Initial Public Offering
Joint Bookrunner

Together, Let's Build Meaningful Value