Representative Clients

Representative Clients

Financial Services:

  • Peter J. Solomon Company – Investment Banking Firm
  • DPEC Capital, Inc. – Securities Broker-Dealer
  • JDAG Ventures – Market Analytic Solutions
  • Three Keys Holdings, LLC – Investment Banking Firm

Hedge Funds and Private Equity:

  • Financial Edge Fund, L.P. – Hedge Fund
  • Northstar Partners, L.P. – Hedge Fund
  • Raffles Associates L.P. – Hedge Fund
  • Wynnefield Capital Small Cap Value, LP – Hedge Fund
  • J.M. Hartwell – Hedge Fund

Family Offices:

  • SF Capital Group, LLC
  • iGxG Management, LLC
  • SRK Management LLC

Retail and Consumer:

  • Strategic Brand Investments, LLC – Consulting Partner to Lifestyle Brands
  • The Art of Shaving, LLC – Manufacturer and Retailer of Premium Shaving Products
  • Publishers Weekly – Preeminent Trade Magazine in Publishing Field
  • Dransfield and Ross Ltd. – Luxury Home Accessories
  • Alexandre de Paris—U.S. Licensee of Luxury French Hair Accessories

General Business:

  • Algodon Wines and Luxury Development – International Real Estate Development, Boutique Hotels and Vintner
  • World Solutions LLC (formerly known as International Biscuits & Confections, LLC) – Bakery Products Wholesaler
  • Nature’s Intent – Healthy Snacks Wholesaler
  • David Overton – the founder of The Cheesecake Factory Restaurants
  • Robert Mankoff -The New Yorker Magazine Cartoon Editor
  • Casa Kids – Custom Furniture Concepts
  • The Cooke Wax Partnership – Social Media Advertising Firm
  • Tennisport, Inc. – Tennis Facilities and Products

A Select List of Hedge Funds and Private Equity Clients:

  • Alloy US Long/Short, LP
  • Anbec Partners, LP
  • Cerulean Multi-Asset Event Fund, L.P.
  • Financial Edge Fund, L.P.
  • Hartwell Capital Partners, LP
  • Margin of Safety Fund, L.P.
  • North Trail Partners, LP
  • Raffles Associates, L.P.
  • Solaris Capital Partners II, LP
  • Wynnefield Partners Small Cap Value Fund L.P.
  • Alpine Lake Partners, LP
  • Caisson Breakwater Global Opportunity Fund, LP
  • Disciplined Investor Fund, LP
  • Goodbody/PL Capital, L.P.
  • Innovus Partners, LP
  • Nine Wells Capital Partners, LP
  • Precision Path Partners, LP
  • SPAG Dynamic Equities, LP
  • Weiller Value Fund, L.P.
  • Wyvern Medical Fund, L.P.