Core Competencies
Best in Class Practitioners
Our investment bankers have sterling credentials and sterling values. We look at all sides of every business situation and pursue client objectives to the nth degree. Our team comprise excellence across finance, strategy, transactional knowledge and law. All client matters get the benefit of talent from across the Firm.
Intelligence and Integrity
We bring creativity as well as critical business, financial, strategic, legal and economic insights to address each of our clients’ objectives. We do not follow cookie cutter processes, preferring instead to treat each client and each assignment with a unique path to excellence. Our approach has often resulted in category-transforming transactions and deal outcomes that defy historical industry ranges.
We pursue our clients’ objectives with the highest standards of ethics and professional conduct. We are owned and managed by our senior bankers, allowing us to provide the highest-quality advice, free of conflicts of interest, and to focus on the right deal instead of the easy deal.
Access and Advocacy
We have global access to CEOs and boards of directors at major corporations as well as senior partners and investment committee members at institutional investors.
Dealmaking starts with crafting the right message to gain mind share with key decision-makers. We advocate our clients’ financial and strategic value throughout the negotiations.
Access and Excellence in Negotiation
The Firm provides to its clients access to major corporations and institutional investors worldwide. The Firm’s leadership have held senior positions in major banks advise Boards and CEOs of top companies globally.
The Firm is renown for the highest levels of excellence, professionalism, and ethics and for achieving best in class results for clients.
Expertise in Multiple Sectors
We have deep knowledge and experience across Technology and Media, Manufacturing and Industrial, Energy and Renewables, Aerospace / Defense, Healthcare, Consumer and Financial and Business Services.
That breadth reflects both the expertise of our team and the values of our Firm. We believe most businesses today must maintain competencies that cross sectors. We also believe that firms that are hyper specialized breed conflicts of interest.
We bring to all client engagements both sector expertise and multidisciplinary fresh thinking and perspectives.
Sonenshine Partners and Advior International
Our clients are global companies in the Americas, EMEA and APAC. We believe that breadth of perspective enhances our strategic advice and reduces possibility for conflicts of interest.
We maintain offices in NY (Sonenshine Partners) and London (Sonenshine Fulford Group) and have longstanding Asian affiliates including Crosspoint Advisors (Tokyo).
In 2024 we were named the sole US partner to Advior International, the premier consortium of leading investment banks across Europe and India including DZ Bank (second largest in Germany), Raiffeisen Bank (Switzerland), Rembrandt Bank (Netherlands), Smith Square Partners (London), Wagram (France), AZ Capital (Spain), Colombo (Italy) and Nuvama (India), plus SDM (Belgium), Sisu (Finland), Atrium (Denmark) and Alpha (Norway).
Middle Market to Fortune 100
We represent companies from middle market to Fortune 100. We have completed multi billion dollar mergers, middle market strategic and private equity deals and complex corporate financings and restructurings. Our clients are headquartered in the Americas, Europe and Asia Pacific, including in key emerging markets.
The breadth of our practice reflects our practitioners’ wide-ranging experience which informs and deepens the expertise we bring to each client.
