Retail & Consumer

We advise multi-unit branded retail businesses—from independent chains to franchisees and franchisors—on mergers, acquisitions, capital raises, and long-term growth strategies. Our clients span national and regional consumer brands with a clear market identity and expansion goals.

Healthcare

CI Healthcare is led by Managing Director Richard Upton, a recognized expert with decades of experience advising healthcare organizations across many healthcare verticals. We provide strategic financial advisory for mental/behavioral health, specialty and conventional physician groups, MedTech, biotechnology and pharma.

Technology

We support technology innovators with strategic financial strategies that accelerate growth and unlock value. Our focus areas include digital infrastructure, IoT ecosystems, and next-generation communications platforms, and other mission-critical technologies shaping the future of connectivity.

Special Situations

We provide strategic financial advisory for unique and distressed scenarios that require customized structures and innovative thinking. From operational turnaround to capital restructuring, our team is adept at navigating difficult financial terrain across sectors.