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Our people are passionate about the work we do, and our clients feel it.

Client success defines our success and creates long-term partnerships, and good ideas don’t incubate just between 8-6. We think about our clients after hours and on weekends, and they know we are there for them whenever they need our counsel and help. 

With an extraordinarily talented team with decades of experience, our capabilities and expertise transcend any one industry. We have served many clients in the financial services sector including banks, asset management, sell-side, and specialty finance firms, as well as REITs, real estate and homebuilders, professional services firms, and companies in the technology, consumer, industrial, engineering services, health care services, agriculture, energy, alternative energy and sustainability sectors.

We are proud of the company we keep and the long-lasting relationships we have created with our clients. Here are some of the companies we have served.

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Aristotle
California Bancorp
FP-Client-Logos-Hanmi
FP-Client-Logos-FirstWestern
FP-Client-Logos-Sarcos
First Interstate Bank
Black Rock Capital Investment Corporation
Post Advisory Group
Bank of Marin
LTC REIT
UBS
global-infrastructure-logo
Fundamental Income
TULA
NACD Pacific Southwest Chapter
Moleaer
CMTG | Claros Mortgage Trust
Calavo
Orion
EYE
Caliber | The Wealth Development Company
BlackRock TCP Capital Corp.
Columbia Bank
Bowman
First Internet Bank
Westwood
Valens
Green Thumb
Beyond International
Hope Bancorp
Midland Bank
William O'Neil
Oaktree
Victory Capital
Two Harbors Investment Corp.
STORE  Capital
Western Asset Mortgage Capital Corp.
RGP
Southern States Bank
Medical Properties Trust
Oaktree | OCSL | Specialty Lending Corporation
C3.ai
QCR Holdings, Inc.
Black Hills Corporation Ready
Cal-Maine Foods
LMB Logo