Economic Impact

We understand that by serving our clients well and creating opportunities for economic growth, our own success will follow. 

We are a financial advisor, lender, investor and asset manager. Our role is not always visible to consumers, and we do not engage in many traditional commercial banking activities. We connect buyers and sellers, linking investors and capital with the businesses and governments in need of it. This fuels job creation and innovation, while increasing tax revenue and facilitating economic development.

Our clients include governments, large corporations and institutional and high-net-worth investors.

• We advise companies on buying and selling businesses and help them manage risks. 
  
• We help businesses and local, state and national governments finance their operations through debt and equity offerings and loans.
  
• We buy and sell equities, bonds, currencies and commodities, primarily to facilitate transactions by our clients in all of the key financial markets.
  
• We manage assets for institutions, including mutual funds, pensions and foundations, as well as individuals. 
  
• We invest our capital, together with our clients, in growing businesses, which helps create jobs.

Whether a mid-size employer in Kansas, a large school district in California, a pension fund for skilled workers, or a start-up technology firm, our clients’ interests come first.