Created in 1997 At a Coffee Shop
A group of us were relaxing on a wonderful, sunny spring, late morning. We had been pondering a lot about the growth in mid-New Jersey of IT Tech and Bio-Med companies. Wall Street was not able to respond to these mid-level sized companies focused as it was on mega-global-deals.
There was certainly a market, a mid-level-market, that we knew our combined skill-set could address and do it locally. We had all commuted to NYC a lot and found living and working in mid-NJ a better way to spend our time.
And we knew that management styles and focuses were changing which meant we could bring Executive-Level-Coaching into the mix of Investment Banking services.
And thus was born a new entity - a mid-level Investment Banking Company combining our considerable group-experience into a responsive and effective team effort. And, so, here we are.