While the core of our business is wealth management and private equity investing, we believe that there are many commercial enterprises that can benefit from the strategic and financial expertise our team brings to any transaction or organization.

On a select basis, Crosswind provides investment banking advisory services to middle market public and private companies. Our firm has professional capabilities in the areas of:

Financial and strategic advice
Corporate restructuring
Special projects and board assignments
Mergers, acquisitions and divestitures

Our firm's investment banking activities are not married to any one financial product or methodology. Instead, Crosswind seeks to provide thoughtful counsel and advice, forming broad based objective answers to host of corporate questions that arise when companies face challenging economic circumstances.

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