Jeffrey Sweeney
Founder and Chairman
A lifelong entrepreneur, Jeffrey brings a forward-thinking approach to financial services and innovation.
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30 Years of Global Capital for the Middle Market
30 Years of Global Capital for the Middle Market
With 30 years of experience connecting businesses and investors with capital, our leadership team brings deep financial expertise, entrepreneurial perspective and a global network of relationships to the middle market.
Meet the people whose vision, experience and leadership help turn financial opportunities into lasting relationships and long-term value.
Meet the teamFounder and Chairman
A lifelong entrepreneur, Jeffrey brings a forward-thinking approach to financial services and innovation.
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Co-founder, COO and Managing Partner
Charles leads the firm's 50 banking professionals and has overseen more than $25 billion in transactions.
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