We streamline the M&A process - from engagement through closing – and manage securities regulatory requirements so you can focus on your core business.


Variable Cost,
Turnkey Solutions.

Our Solutions

Your Compliance Department

FINRA Registration
Back Office Support
Accessible Compliance Staff


Secure Technology Platform

Personal Client Portal
File Management & Archiving
Accessible Forms, Policies & Procedures


Save Time & Expense

Outsource Broker-Dealer Function
Variable Fee Structure
Eliminate Time-consuming Administration


Value Added Resources

IT & Cybersecurity Support
Website Development / Hosting
Marketing & PR Services

Serving Experienced
Firms and Bankers

Experienced Investment Bankers know success is dependent on collaborating with the highest caliber professionals.

So do we. That’s why our Team and Affiliate partners have years – even decades – of experience.

MEET THE TEAM

HG Affiliate Profile

  • 10+ years of experience
  • Independent or boutique firm
  • Large firm industry knowledge
  • $5MM - $500MM transactions
  • Firms with 1 – 25 Bankers

Let’s start a conversation.

Get in Touch

News & Insights

Visit Blog

ACG Acquires Middle-Market M&A Data Provider GF Data

Middle market transaction database to bolster ACG membership experience. The Association for Corporate Growth (ACG)  announced its...

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The Montgomery Summit 2022

Entrepreneurs, investors, executives and investment bankers will convene May 24-25, 2022 in Santa Monica, CA for the 19th Annual M...

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2022 FINRA Annual Conference

FINRA's Annual Conference will be a hybrid event held in Washington, DC May 16-18, 2022. Practitioners, peers and regulators will ...

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