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Corporate Advisory & Banking

As an owner-operated partnership that has thrived since Philos, we understand the issues that private enterprise owners and managers face. This distinct perspective, combined with an unwavering commitment to putting our clients' best interests first, fosters long-term partnerships based on mutual trust. We are not motivated by short-term transaction success, but rather by providing objective and careful counsel to our customers over time.

The Corporate Advisory & Banking team is comprised of senior corporate finance specialists with extensive experience working with business owners and managers on M&A and financing transactions. We bring the entire range of Philos to our clients by successfully coordinating with subject matter specialists across our Private Banking business and the firm.

Corporate Advisory

Objective and actionable advice to help our clients achieve their unique business and personal goals

Corporate Banking

Value-added capital to substantial U.S.-based privately held companies with excellent credit profiles