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We are an Arizona-based investment bank serving entrepreneurs and families whose companies have annual revenues of between $5 - $50 million.
We help our clients create and close their largest, most important financial transactions, like selling all or part of their company in order to harvest the wealth they have built, or raising capital and buying other companies in order to grow.
We succeed when our clients succeed. As former entrepreneurs, we also understand that success to our clients means meeting their personal goals, not just their financial ones.
This site provides an overview of our firm and how we serve our clients. If you have questions and want more information, feel free to contact us by e-mail or phone. We will be pleased to discuss your situation in complete confidence. If we can help you achieve your goals, we’ll outline what we can do. If we’re not the best choice, we’ll refer you to people who are.
We look forward to helping you build a bridge to your future.
Jon Ketcham
Partner |
Walt Lipski
Partner |
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