Marks Baughan & Co provides strategic advisory and investment banking services to growth companies. Our core services include advising on merger & acquisition transactions, serving as a placement agent and advisor for raising equity or debt through a private placement, and providing strategic advisory services in selected situations.

Our senior professionals engage closely with our clients, providing exceptional committed client service at the highest level—no handoff to junior staff. We focus on identifying and guiding clients with exceptional potential through a long-term advisory relationship covering multiple transactions.

Our knowledge of and network of relationships in the Financial Technology and Information Management sectors gives us the ability to quickly understand our clients and their needs and match them with appropriate buyers, sellers, investors, or lenders on an expedited basis.