Investment Banking (Industry Sector: Real Estate)

TAP Advisors is a New York based M&A, strategic and corporate finance advisory investment banking firm. Founded in late 2009, TAP Advisors offers a full range of M&A advisory services, private financing solutions and expertise in international transactions. The Senior Professionals have worked on announced M&A transactions exceeding $500 billion across multiple industries and geographies and come from various investment banking companies, including UBS, Citi, Bank of America Merrill Lynch, and Evercore.

The Baldwin & Clarke Companies was founded in Boston in 1971. Senior management has over 150 years of collective financial services experience. Baldwin & Clarke Corporate Finance has completed in excess of $1.2 billion in M&A transactions, including over $500 million in capital raised. Baldwin & Clarke, LLP has placed close to $1 billion of insurance for the purpose of addressing the business, estate, and personal financial needs of its clients.

The Hickory Group, LLC provides strategic financial advice to investment firms, public and private corporations and special purpose entities. It serves clients in the consumer products, general industry, real estate and technology sectors. Hickory focuses on transactions in the growth spectrum of the middle market.

The Michel-Shaked Group provides expert testimony, corporate finance, and business consulting services to law firms, government entities and corporations worldwide. Founded by finance professors Allen Michel and Israel Shaked, MSG has three decades of experience providing clients with rigorous analyses of financial and business issues in a broad array of industries. MSG’s experts hold numerous professional accreditations and degrees from top universities.

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.

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.

Third Seven Capital is a privately owned boutique investment bank and advisory firm, which specializes in providing intellectual and equity capital to early-stage companies not yet ready to approach the institutional market. Its core management team brings over 150 years of financial market experience to its clients and investors across myriad industries ranging from oil/gas, consumer discretionary, technology, healthcare and real estate.

Tobin & Company provides superior investment banking and securities services structured to the needs of its small and middle-market clients. Since its founding in 2001, the firm has been bringing its extensive experience in conducting mergers and acquisitions advisory, private capital raises, managing broker dealer operations and business valuations and fairness opinions. Its diverse client base has served clients across public and private corporations, family owned businesses, and investment funds.

Founded in 2000 and formerly known as Fortress Group, Trailmark raises capital for a select number of private markets strategies each year, sourcing institutional investors around the world. It is headquartered in Atlanta with offices in New York, London, and Singapore. Trailmark takes on a select number of assignments each year, enabling it to dedicate significant resources to each client.

VERCOR, a leading middle market mergers and acquisitions firm, serves business owners who are interested in selling all or part of their company or who are seeking a private equity recapitalization. Its team manages the entire process of business valuation, assessing the market value of a company, pre-sale planning, marketing, negotiations, and closing the best possible deal.