What Makes Us Different

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Unique Platform – Our platform provides our clients with the breadth and depth of services generally not found among investment banks.

  • We have a staff of M&A, capital formation and other transaction professionals, and have access to a full range of related services through our affiliates, including the resources of law firm among the 200 largest in the country with significant transactional experience
  • We have financial accounting, structured finance and tax professionals with Big Four backgrounds to assist in optimizing value
  • We have the ability to provide, through our affiliates, swap and derivative consulting and other skills sets to our advisory clients
  • We have substantial analytical, modeling and research capabilities and have access to transactional and industry-specific databases and other research tools

Business-Focused Advice – Many members of our team are former industry executives who understand the challenges and opportunities faced by financial institutions and middle market companies from a client’s perspective, and who are therefore better able to execute on a basis consistent with our clients’ goals and objectives.

Our team includes the former Chairman, CEO and President of an $18 billion financial institution and former Secretary of the Pennsylvania Department of Community and Economic Development, the former CFO of a $90 billion bank holding company, the former CEO of Philadelphia Capital Advisors and the founder and CEO of the former Berwind Financial Group, the former Chairman of one of the Mid-Atlantic region’s premier health systems, as well as other senior industry executives. Also among our team members are transaction professionals with experience at other national and regional investment banks, commercial banks and other professional firms.

Our senior managers are principally involved in each engagement, providing our clients with strategic advice and execution from seasoned, deal-savvy professionals. Members of our team have completed transactions with a value of more than $30 billion over the past 10 years.

Unique Skill Sets – Our team possesses a multitude of skill sets usually not found within an investment bank.

  • Our team members include licensed CPAs with Big Four experience, principally in the audit area and in financial accounting for merger and acquisition transactions
  • Many of our team members have earned advanced degrees in federal income tax and have significant experience in M&A taxation
  • Many of our team members have earned law degrees and have considerable experience in successfully initiating and closing M&A transactions
  • Many of our team members have earned MBAs

Our unique blend of diverse education and experience allows us to provide our clients not only with financial expertise, but also with strategic, tax, financial accounting, legal and consulting expertise not found in traditional investment banking firms, making us ideally suited to work with your existing professionals to provide you with seamless service.

Broad and Deep Relationships – We possess significant relationships with senior, mezzanine and private equity financing sources of all types and sizes, as well as with CEOs and CFOs of the companies in the industry segments we serve. Through us, our clients are able to access those who are in positions to help them realize their objectives.

Extraordinary Innovation – Our transactional and industry experience, diverse educational and occupational backgrounds, research and analytical platform and commitment to innovation allow us to consistently deliver customized, creative solutions. Clients seek Griffin professionals because of our ability to anticipate, which helps them to find and execute innovative solutions to problems and to capitalize on opportunities.