About Us

Theory of Evolution

Founded in 1971, we have deliberately positioned ourselves at the edge of what’s next. This approach has enabled us to anticipate market shifts and identify brands that impact consumers and redefine landscapes.

Our most recent evolution – our 2021 integration with Raymond James – added a global network, strong, full- service capabilities and resources to our high-energy, high-touch, highly-connected approach, driving even more ability to deliver meaningful outcomes for clients.

Our Advantage

Profound Industry Knowledge
  • We fully understand buyer and investor mindsets, and how to craft impactful brand stories
  • We deliver world-class financial expertise, with deep sector knowledge
Hands-On Senior Leadership
  • High-touch relationships, and an unparalleled grasp of sector trends and activities
  • No detail is too small for senior-level attention
Individualized Approach
  • Every relationship is unique: every client, every deal, every time
  • We help our clients tell the stories that bring brands to life
Exceptional Execution
  • Our tailored processes blend innovation, creativity and discipline to achieve results
  • We go deep, with the tenacity required to unearth strategic advantages
Global Relationships
  • Our extensive strategic relationships set us apart
  • Global reach, with a strong track record of cross-border transaction success
Best-in-Class Outcomes
  • We consistently outperform in our assignments, leading to premium valuations
  • Reliability and strong results drive repeat engagements