CL&I provides a wide range of services for our clients.  Traditional investment banking advisory services including equity and debt underwriting, merger and acquisition services, strategic partnerships and real estate advisory services, consistent with bulge-bracket firms but with the steadfast commitment of a boutique firm. We have even helped develop specialized in house finance programs for start up and mature companies alike.

Our goal is to build permanent, long-standing client relationships by providing specialized, creative and strategically advantageous solutions. Strictly committed to our Firm Principles, the CL&I team is comprised of highly knowledgeable professionals who work closely with our institutional resources to attain superior results.