Marks Baughan provides strategic advisory and investment banking services to growth companies. Our core services include advising on merger & acquisition transactions, serving as a placement agent and advisor for raising equity or debt through a private placement, and providing strategic advisory services in selected situations.Our clients are software, technology-enabled services and data-intensive companies seeking shareholder liquidity or growth capital. We work tirelessly alongside our clients and excel at defensible positioning and disciplined processes that maximize shareholder value.Our professionals come from senior positions at bulge-bracket firms, giving our clients access to the relationships and experience that come from our years of interaction with the top executives and investors in companies in our fields. Our knowledge of and network of relationships gives us the ability to quickly understand our clients and their needs and match them with appropriate buyers, sellers, investors, or lenders on an expedited basis.Our clients receive top-flight advice throughout any advisory relationship, because our boutique approach allows our senior advisors to stay deeply involved with each client on a continuous basis. Our senior professionals engage closely with our clients, providing exceptional committed client service at the highest level. We focus on identifying and guiding clients with exceptional potential through a long-term advisory relationship covering multiple transactions. No hand-off to junior staff. No preferential client relationships. No conflicts of interest.

Investment Banking M&A Mergers and Acquisitions Investments Funding Private Equity Enterprise Software Technology Enabled Services Compliance Technology Legal Technology RIsk Technology Financial Technology M&A SaaS Venture Capital Software RegTech Equity Growth Capital Investment Bank/Securities Brokerage Security Brokers and Dealers