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Provide a proactive, broad spectrum, domestic and international investment banking resource for the middle market
Create and explore options for those seeking capital and financial and transactional expertise from idea generation and initiation through financing, closing, integration and assimilation
Work with each client's management and ownership as a fully involved advisory partner in order to help the client achieve its goals and objectives

The adjacent Customer Relationship Summary (Form CRS) provides information about doing business with the firm.

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