Intelligent Edge Advisors
Investment Banking, M&A & Corporate Finance
Single Stock Concentration Risk Management
Commercial Real Estate Capital Markets
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Asset Monetization

Intelligent Edge is a full service investment banking and capital markets boutique with a global reach, but we’re much more than that. We have a unique specialty — planning, structuring and executing creative exit strategies with maximum tax efficiency. We’re a team of nationally recognized experts dedicated to collaborating with the trusted advisors to wealthy families and business owners to monetize and otherwise maximize the utility of their clients’ concentrated wealth, including:

  • Privately-held businesses
  • Highly appreciated positions in publicly-traded stock
  • Commercial real estate

When your clients are considering a liquidity event, we'll give them an Intelligent Edge.