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Corporate Advisory & Banking

With a historic background, we, as an owner-operated partnership, understand the unique challenges faced by owners and managers of private companies. This deep familiarity, coupled with our unwavering dedication to prioritizing our clients' best interests, enables us to cultivate enduring relationships based on mutual trust. Rather than focusing on short-term transaction outcomes, our primary goal is to provide impartial and thoughtful advice to our clients over the long term.

Our Corporate Advisory & Banking team comprises seasoned corporate finance professionals who possess extensive experience in working with business owners and managers on mergers and acquisitions (M&A) and financing transactions. Through effective collaboration with subject matter experts across our Private Banking division and the firm, we offer our clients the full range of services available at SGI.

Corporate Advisory

Objective and concrete advise to assist our clients in achieving their own business and personal objectives

Corporate Banking

Value-added funding to significant privately held enterprises in the United States with strong credit profiles

Center for Family Business

Consultation and capital for family business owners to handle their specific difficulties