Trusted Partners, Exceptional Outcomes

We are more than financial advisors—we are your partners, dedicated to delivering exceptional results with the highest standards of excellence, integrity and advocacy.

Elite Team of Investment Bankers and Strategic Advisors

Our clients benefit from a powerhouse investment banking team comprised of best-in-class M&A practitioners and highly reputable operators with deep industry knowledge.

James Lee

James C. Lee

Founder & Managing Partner

James Lee

James C. Lee

Founder & Managing Partner

James Lee

James C. Lee

Founder & Managing Partner

Francisco Lume

Francisco Lume

Managing Partner

Francisco Lume

Francisco Lume

Managing Partner

Francisco Lume

Francisco Lume

Managing Partner

Joan McCabe

Senior Advisor

Joan McCabe

Senior Advisor

Joan McCabe

Senior Advisor

Bruce Zorich

Senior Advisor

Bruce Zorich

Senior Advisor

Bruce Zorich

Senior Advisor

Joseph Pomaranski

Senior Advisor

Joseph Pomaranski

Senior Advisor

Joseph Pomaranski

Senior Advisor

Partner With a Trusted Advisor Who Puts Your Success First

Partner With a Trusted Advisor Who Puts Your Success First

Partner With a Trusted Advisor Who Puts Your Success First

Investment Banking Services and Securities offered through Independent Investment Bankers Corp. a broker-dealer, Member FINRA/SIPC. Parcrest International LLC (dba Parcrest Advisors) is not affiliated with Independent Investment Bankers Corp.

125 Park Avenue, 25th Floor, New York, New York 10017

Investment Banking Services and Securities offered through Independent Investment Bankers Corp. a broker-dealer, Member FINRA/SIPC. Parcrest International LLC (dba Parcrest Advisors) is not affiliated with Independent Investment Bankers Corp.

125 Park Avenue, 25th Floor, New York, New York 10017

Investment Banking Services and Securities offered through Independent Investment Bankers Corp. a broker-dealer, Member FINRA/SIPC. Parcrest International LLC (dba Parcrest Advisors) is not affiliated with Independent Investment Bankers Corp.

125 Park Avenue, 25th Floor, New York, New York 10017