Roundtable Financial Group, LLC

Website

23 Charter Oak Dr

New Canaan, CT 06840

https://www.roundtablefg.com

RoundTable Financial Group, LLC, located in New Canaan, CT, operates as an alternative investment merchant bank, specializing in strategic capital raising, advisory, and investment services tailored for hedge fund managers, private equity fund managers, and dynamic companies. The firm is distinguished by its Client First philosophy, a disciplined evaluation process, and a strong emphasis on structuring and due diligence in unique asset classes and investment opportunities.

With extensive expertise in growth capital, leveraged buyouts, and mezzanine financing, RoundTable has established robust relationships with multiple-category investors and offers comprehensive distribution to institutional fund investors. Their advisory services extend to fund managers and private companies, underscoring a consultative approach and a commitment to fostering long-term client relationships.

Generated from the website

Own this business?

See a problem?

Pentalpha Capital Group LLC

Pentalpha Capital Group LLC is a financial services firm based in Greenwich, CT, specializing in investment management and advisory services. With a focus on providing tailored solutions to meet the unique needs of each client, Pentalpha Capital Group LLC offers a range of strategic financial planning and wealth management services. Generated from their business information

Certified public accountant, Auditing services

PKF O'Connor Davies, LLP

O'Connor Davies Munns & Dobbins, founded in 1891, is one of the leading independent accounting and consulting firms in the United States. The services offered by the firm include audits and reviews, personal and estate planning, management consulting, and tax compliance, planning, preparation and representation. The firm s practice areas include deferred compensation and retirement plans, estate brokerage, commercial transactions, employee compensation and benefits, and real estate services that include deed and document preparation, and commercial closings. It serves various industries, such as construction, distribution, manufacturing, real estate, retail, insurance health care and nonprofit organizations. O'Connor Davies Munns & Dobbins has offices throughout the United States, including Harrison and White Plains, N.Y., Paramus, N.J., and Stamford, Conn.