Our Expertise

Our model of relationship banking, coupled with an uncompromised excellence in execution, results in multiple assignments with valued clients.

The following principles guide us on a daily basis:

  • Teamwork
  • Creativity
  • Confidentiality
  • Collegiality
  • Honesty and Integrity

Three Ocean Partners' Focus

  • CEOs
  • Financial sponsors
  • Public corporations
  • Family-owned and closely-held companies
  • Independent board committees

Mergers & Acquisitions

  • Advise on mergers, acquisitions and divestitures
  • Undertake buyside and sellside assignments, including valuation reports and fairness opinions
  • Advise on recapitalizations and corporate restructurings to generate liquidity, increase shareholder value and/or enhance operational flexibility

Corporate Finance Advisory

  • Provide strategic corporate advice to boards of directors and management teams
  • Analyze capital structures and alternative financing scenarios
  • Raise private debt or equity capital for companies at various development stages

Merchant Banking

  • Dedicated co-investment capability
  • Proprietary Three Ocean deal flow