Scottsdale, Ariz.-based Capital Insight commenced business on Jan. 1, 2010, and it is actively engaged in the industries it serves.
Capital Insight [image-nocss] applies the "OnStar" approach to investment banking offering its member clients unlimited access to some of the most experienced and creative bankers; knowledge about industry performance, best practices, enterprise valuation trends and other major capital market issues; and an expansive network of M&A participants, capital providers and senior advisors.
"Capital Insight was formed in response to business operators who were looking for around-the-clock (24/7) on-demand access to a team of dedicated bankers who have been entrepreneurs, business leaders and capital markets' specialist and who can understand a business through the eyes of management utilizing first-hand 'been there' and 'done that' experience," said Greg Landry, managing partner. "Our member clients have told us that other firms offer professionals whose perspective on any engagement is reflective of their background and experience primarily as bankersa financial perspective singularly focused on a specific transaction. Our member clients wanted moreeffectively, a Wall Street CFO available for all of their needs without all of the expense."
Brett Bishov added, "Capital Insights' mission and vision is to utilize unrivalled resources and innovation to advocate the creation, preservation and diversification of wealth for a limited and select group of member clients. Our bankers embrace the role of advocate on behalf of our member clients, and true to our culture, they have proven repeatedly that there is a difference in the quality of investment bankers, the lasting relationships they form and the results they can deliver. Membership has its benefits, and in this case, it's optimizing the wealth of our member clients."
Prior to founding Capital Insight, Landry was a partner at Trefethen & Co. (T&C), a privately owned, independent merchant banking firm focused on providing advisory services and transaction execution to various companies on a national basis including Alimentation Couche-Tard and its U.S. subsidiary Circle K Stores Inc. He was head of the firm's Investment Banking practice and responsible for advising clients on a broad range of transactions. Prior to joining T&C, Landry was a senior executive and majority equity holder at Dairy Mart Convenience Stores.
Bishov was also a partner at T&C where he was head of the firm's client origination group, responsible for executing a broad range of transactions including confidential M&A and corporate finance transactions. Prior to joining T&C, Bishov was head of the origination group at American Commercial Capital (ACC), a commercial finance company focused on providing capital and advisory services to companies in the multi-unit branded retail industries. ACC was acquired by Wells Fargo Bank NA in 2001.
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