Personalized for the Middle Market
We offer boutique investment banking and advisory services to mid-sized and small companies across a wide variety of sectors.
The group has a strong track record of identifying buyers and sellers, financing options, and representing clients in all aspects of the process.
Triad maintains a robust network of institutional investors, family offices, venture capitalists, and private equity firms. Our flexible fee structure can be tailored to you and your offering.
A Value-add approach
We apply a customized approach, deploying a mix of services based on your unique business needs.
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- Mergers and Acquisitions
- Equity Financing
- Debt Advisory
Our Team Provides
a First-Class Experience
Triad’s Investment Banking Team members have extensive experience in capital markets and a deep familiarity in a wide cross-section of sectors.
We work just as hard to execute your deal as you have to build your business.
Team Leaders are: