Business at IndexAtlas Group is investment banking at its most traditional: we pride ourselves on our high team member retention, we value our relationships with our clients well above any immediate revenue potential they can generate for us and, as a well-established and privately owned firm, we have the luxury of being able to take the interests of our clients into account first and foremost.

IndexAtlas Group has advised on deals of various sizes and structures. Lacking the resources to work alone in larger deals, IndexAtlas Group acts as an intimate client (principal) advisor in large IPO and M&A transactions, allowing bulge bracket firms to step in and offering hands-on deal coordination services in the interests of our clients.

The trust we have built over the years with our clients allows IndexAtlas Group to remain a constant feature in the thought leadership process, creating and discussing strategic options and deal ideas with business owners and CEOs, and helping to conceive deal ideas and design deal structures and execution strategies optimal for our clients’ interests. Sometimes IndexAtlas Group executes these deals; sometimes the group helps to coordinate the execution processes carried out by larger banks. In every instance, we always remain by our client’s side before and after the transaction is completed.

IndexAtlas Group is a small investment banking firm and we would like to keep it this way. Deals are important, but in our traditional investment banking philosophy our client relationships and their long-term value management interests are of far greater significance and value to us.