ABOUT US

The real deal.

 

Our mission is to deliver superior value to our clients and stakeholders by forming collaborative, long-term relationships that produce successful strategic outcomes.

We are a full-service boutique investment bank focused on advising leading and emerging companies across sectors to address their strategic and financial opportunities.

When partnering with us, you get decades of knowledge across a variety of disciplines, industries and expertise. Given our unique approach to banking, you can expect the high level of engagement of a boutique coupled with the expertise of a bulge bracket advisor.

The best of both worlds.

 

Boutique level approach.

When you hire us, you hire bankers – not a bank. Every client receives the undivided attention and the unique expertise of our senior leaders. We seek to facilitate close, long-term relationships and unrivaled focus to achieve successful outcomes for our clients.

Our banking team was carefully selected for their ability to help our clients achieve their unique goals.

Differentiated product capabilities:

Bulge bracket appeal.

Our expertise is rooted in a proven track record of successful transactions and our ability to navigate complex deals. We offer strategic guidance for mergers, acquisitions, and capital raising, encompassing both debt and equity transactions in public and private markets. Leveraging our deep understanding of your objectives, we craft customized solutions to navigate critical decisions for your company's future. CCM’s client mission is to be a long term “first call” advisor as opposed to many in the industry who focus on the transaction at hand.   

Tapping into a vast network of contacts and resources, we have access to an array of high-quality target investors:

  • Institutional Investors

  • Corporate Strategics

  • Hedge Funds

  • Private Equity

  • Pension Funds

  • Asset Managers

  • Insurance

  • Family Offices

As advisors, we are fully aligned with our clients’ interests and relentlessly focused on optimizing outcomes across all transaction parameters.

 
 

A rapidly emerging elite boutique platform.

Our teams’ experience advising complex transactions across various market conditions for disruptive, high-growth companies has accelerated our rapid development. That experience has informed the foundation and infrastructure of our platform, designed to help founders and board members navigate critical moments in the evolution of their business.