AboutPeopleCareers

About

Our Vision

We elevate our industry to be the most respected and valuable, over the next decade.

M&A Deals

119Completed Transactions

$15+ Billionin Transaction Enterprise Value

18

People Strong

…and growing

90

%

North American AEC revenue captured in our benchmarking data

Clients Advised

240+

Our Purpose

We help AEC firm leaders to confidently address financial issues and opportunities, so they can focus on clients, projects, and people.

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Core Values
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01 /

Share your individual best
for the benefit of all.

Combining diverse strengths powers our
team to reach elevated outcomes

02 /

Aim to surpass
your former self.

Small incremental improvements compound into radical transformation

03 /

Make integrity contagious.

Every choice we make reflects who we are; as individuals and a firm

04 /

Use empathy as
your superpower.

Understanding others’ needs is our first priority. Then we provide authentic advice.

05 /

Be responsive.
Act intentionally.

We are responsive with our team and clients

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Our Story
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The story of our purpose told by the four founding partners
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Milestones
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  • May: Launched AEC Transaction Services LLC, a registered broker-dealer and FINRA member
  • October: Closed largest transaction in the AEC industry in 2024 as the exclusive investment banking sellside advisor to POWER Engineers in their nearly $2 billion sale to WSP Global.
  • Team grows to 18 professionals with new hires Nitesh Rathi, Aaron Zheng, and Rosalba Ragusa
Our People