Investment Banks

The Orr Group was founded on the experience and guiding principles of L. Glenn Orr, Jr., Chairman of Orr Holdings, LLC. Mr. Orr is the former Chairman and CEO of Southern National Corporation, an $8 billion bank holding company, which completed a merger of equals with BB&T in 1995. The merger was selected by SNL Securities as one of the top ten bank mergers of the 1990’s in the United States. Since inception, the firm has completed transactions valued at over $7 billion. It works to formulate specific, measurable goals and it focuses on achieving the desired outcome through industry knowledge, intense planning and the execution of a disciplined process. The average tenure of its professionals is 15 years. Orr Group is committed to customizing a winning strategy for each client and executing it with trust, confidentiality and efficiency.

The Peakstone Group is an investment bank that specializes in mergers and acquisitions advisory and capital raising. Peakstone was founded on the belief that middle market companies and their owners need and desire high quality advice and execution. Its ability to support its client’s objectives with capital is the foundation of its business and strategy. Its team is comprised of senior investment banking professionals who have decades of experience and have executed hundreds of transactions totaling billions of dollars.

The Potomac Company is a leading private investment banking firm specialized in providing merger and acquisition, management buyout, capital raising and strategic advisory services to small and middle market companies. The Potomac Company serves a diverse range of industries globally, with particular expertise in manufacturing, facilities management, pest control, building products, capital goods, technology, and insurance and financial services. Its typical middle market transaction size is $5 million to $300 million.

The Presidio Group LLC is an independent financial services firm founded in 1997. They partner with clients to conceive and execute strategies designed to achieve their financial objectives and personal aspirations. Its advise and/or invest in entrepreneurially led companies, family businesses, private equity firms, and public corporations in the auto dealer sector. Specialization allows to deliver the authentic industry knowledge, experience, and relationships clients expect and deserve.

An integrated merchant bank advising and investing in high growth sectors of technology, media and telecom. Offices in New York, San Francisco, Los Angeles, London, Shanghai and Mumbai.

TRG's foundation was laid back in 1997 with the formation of its flagship investment banking subsidiary D. Livingston Reid & Co. LLC. In 1998, D. Livingston Reid & Co. LLC entered into a formal strategic alliance with the Global Structured Finance Group of HSBC Securities, Inc. and originated over $1.5 billion in principal value debt transactions. Also established in 1998 were DLR Ventures LLC, the firm's business ventures arm, DLR Asset Management LLC, and The D. Livingston Reid Foundation, a public charity with the goal to promote learning among less-privileged children between the ages of 6 and 12 years. In December 1998, the decision was made to combine all financial subsidiaries into a single surviving entity, The Reid Group LLC, to create, communicate, and build one recognized brand.

The Results Group, Inc. is a investment bank firm based in San Francisco, United States.

Founded in 2000, The Sage Group is an independent investment bank that provides corporate finance advice to premium branded consumer and retail companies. Sage’s clients include private companies, public companies, and private equity funds, in the US and internationally. Sage advises on a broad range of mergers and acquisitions (M&A), capital raising, restructurings, take-privates, fairness opinions, and other corporate finance services.

The Spartan Group LLC (TSG) is a premier investment banking firm dedicated to delivering creative advice and superior results to public and private middle market companies. TSG was founded by senior investment banking professionals from leading Wall Street firms and has offices in Los Angeles and San Francisco. As a focused financial advisor to growing middle market companies, TSG's commitment is to aggressively and passionately serve the interests of its clients.

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