Client Experience

A Letter From the Managing Partner

Dear Prospective Client:

For many years we have concentrated on understanding and fulfilling the distinct and individual objectives of each and every client. To better understand and address their private equity investment and corporate finance investment banking needs, we have implemented numerous initiatives. Such initiatives include, conducting client surveys, employing former business owner’s who have first hand experience with investment banking companies and the mergers and acquisitions process, and hiring seasoned executive coaches to perform client need’s assessment.

We are confident in our ability to consistently meet and often exceed our clients’ expectations. Our industry awards, track record of success, client testimonials and most importantly our no-retainer policy all support this statement of confidence. Whether or not you choose LockeBridge as your investment banking firm, we encourage you to thoroughly investigate each and every claim made by LockeBridge or asserted by any other investment banking advisor or business broker before you sign on the dotted line.

Our “Client Experience” section outlines a small sample of the recent deals we have structured for our clients, as well as the value achieved for their company as a result of working with us preparing and executing the investment banking process. We hope you will spend some time reviewing this information.

We look forward to learning about your personal and corporate objectives.


Scott Waxler
Managing Partner