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Welcome to Involvement Banking


It’s a promise. It’s how we do what we do. It is a persistent, intentional, always-on, purpose-led and people-first model built on the fundamental belief that the only way we can successfully serve our clients is to be deeply involved in contributing to their success.


What we do


We design elegant solutions for complicated transactions. We have built a deep level of experience and expertise in mergers, acquisitions, divestitures, international transactions, business separation and defense initiatives. Each deal is unique, and every challenge is specific, which means every solution must be bespoke.


We’re proud of the long-standing industry relationships we have established over decades of diligent work. They’re what enable us to work effectively with companies, banks, bondholders, investors and other key constituents seeking both out-of-court and in-court restructuring solutions.


We do the work. We engage in rigorous analysis and provide a range of solutions, insights and recommendations for clients across a wide range of corporate finance opportunities, including capital structure, credit advisory, dividend policy, share repurchase alternatives, risk management and shareholder relations. We define our practice on our ability to transcend the role of transactional banker and earn our place as a trusted advisor.


We have executed transactions in virtually every industry, every sector and every vertical. We leverage our deep global network and strong professional relationships to design elegant solutions and drive successful outcomes.


We leverage decades of global capital markets experience across virtually every sector of the economy, providing clients with insightful, actionable, independent advice on key structuring and execution issues. Our team covers virtually any type of corporate finance, from IPOs and equity follow-on offerings to the full range of debt financing alternatives.

Our team

Our talented younger professionals are some of the very best and brightest in the country. Our managing directors and partners are some of the most talented, experienced professionals in our ­­space. We learn from each other. Support each other. Challenge each other. And occasionally square off in a game of late-night ping-pong.


We are comfortable with complicated.

We don’t get hired for easy. We don’t get retained for routine. Our superpower is the ability to distill complex concepts with multiple inputs into digestible decision-making tools that help our clients assess risk and reach actionable conclusions.


Global reach




321 N. Clark St, Suite 2440 Chicago, IL 60654

131 Dartmouth Street, 3rd Floor Boston, MA 02116



42 Brook St,

London, W1K 5DB

Global Partnerships





Global Reach


September 2022


on its Series B fundraise led by


August 2022

on its sale of its Ocotype DX GPS Prostate Cancer Business to


July 2022


on its joint venture arrangement with 

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July 2022


on the sale of its eDiscovery practice to


January 2022

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on its acquisition of

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January 2022

on its acquisition of



September 06, 2022

XMS Advised Elephas on its $41.5 Million Series B Fundraise

August 02, 2022

XMS Advised Exact Sciences on the Sale of its Oncotype DX® GPS Prostate Cancer Business to Mdxhealth

July 19, 2022

XMS Advised Unity Aluminum on its Joint Venture Arrangement with Steel Dynamics

July 5, 2022

XMS Advised Aon on the Sale of its eDiscovery Practice to TCDI

January 20, 2022

Core Scientific, Inc. common stock and warrants to begin trading on the Nasdaq Stock Market under symbols “CORZ” and “CORZW”

January 09, 2022

Exact Sciences Acquires PreventionGenetics To Accelerate Availability Of Hereditary Cancer Testing For More Patients


Involvement in

our community

We don’t just believe in Involvement Banking®. We believe in involvement living. And we are very proud of the good work our people do in their communities every day.


Most firms have a mission. We have a manifesto.

Involvement Banking™ isn’t a slogan. And It isn’t a product. It’s a promise. It’s who we are. And how we do what we do. It means showing up. And seeing things through. It means ascending from the traditional role of transactional banker and earning our place as a trusted advisor. It means caring deeply about outcomes and being obsessively committed to results. It means putting together a team of people with exceptional skills, exceptional experience and exceptional integrity. It means following the math, rigorous analysis and impeccable consistency. It also means having the confidence to speak hard truths, the perspective to see things differently, and the global experience to navigate the complicated, the complex, the thorny and the downright messy. It means doing more than the diligence that is “due.” And offering more than what is required or expected. To be involved means spending the time and energy to get to know the people, as well as the company and the industry.

It means being ahead of the process dynamics because, quite frankly, we have been there before. It means being boots on the ground. In the room. Around the table. With our clients. Anywhere in the world. Any time. To provide counsel, insight, ideas and solutions. And it means being fully committed to every client we serve – from the family-owned business doing their first deal to some of the largest, most sophisticated multinational enterprises in the world. It is a persistent, always-on, super-intentional, purpose-led, people-first model built on the fundamental belief that the only way we can effectively serve our clients is to be deeply committed to contributing to our clients’ success. We are XMS. And this is Involvement Banking®.

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