We assist a wide variety of clients pursue strategic transactions. We are an independent investment bank specializing in strategic M&A transactions as well as recapitalization and growth financing transactions for business owners and executive management teams. We serve businesses ranging from large, public companies to small to mid-market privately-held companies. Our mission is to help our clients build permanent value through a long-term and client-first lens. Securities offered through Finalis Securities LLC Member FINRA/SIPC. Uplift Partners, LLC and Finalis Securities LLC are separate, unaffiliated entities.