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Confidential Consultation

Begin a confidential conversation about your transaction.

A senior partner reviews every inbound inquiry personally. No intermediary screening. No obligation. No distribution beyond the three individuals assigned to your file.

Request a Confidential Consultation  →

New York  ·  Chicago  ·  Frankfurt

Who you are writing to — at a glance

  • 2009 Founded in New York City
  • 34 Investment professionals across three offices
  • 140+ Transactions completed since inception
  • #7 Refinitiv Mid-Market M&A League Table, 2024

How your inquiry is handled

And who sees it first.

Senior-partner review, not a screening committee.

Every inbound form is delivered to the desk of a managing director within twenty-four hours. We do not route prospective mandates through junior business-development staff, outsourced contact centers, or marketing automation. The partner who reads your note is the same partner who would lead the engagement if you proceed.

Discretion as a default, not an upsell.

We treat the act of inquiry itself as confidential. Your details are not entered into a marketing database, shared with affiliated broker-dealers, or used for any purpose beyond evaluating whether we can add value to your transaction. You are welcome to use a personal email rather than a corporate one.

A written response within forty-eight hours.

You will hear back from a named partner, in writing, within two business days. The reply will either propose a time for a confidential introductory call or explain, plainly, why the firm is not the right counterparty for your situation.

No “we’ll be in touch” drift.

If we are not the right bank for your transaction, we will say so and, where appropriate, suggest an introduction to a competing advisor whose sector coverage or transaction size profile fits the mandate more precisely. We would rather lose the engagement than take it under-fit.

Request a confidential consultation

A short qualifying questionnaire.

The fields below let us route your inquiry to the partner whose sector coverage and transaction-size profile best matches your situation. All information is treated as strictly confidential.

Submission of this form does not create an engagement. Submitting parties are not clients and no fiduciary, advisory, or brokerage relationship is formed until a written engagement letter is executed by both parties.

Three offices. One senior-partner review desk.

Direct channels, by city.

If you prefer not to use the form above, every office may be reached directly by email or telephone. Inbound calls are answered by a member of the senior partner review desk during business hours.

Regulatory and confidentiality disclosures

Compliance posture, in plain language.

MBF Group, LLC is a registered broker-dealer and member of FINRA (CRD #168452) and SIPC. Investment banking services described on this page are offered through MBF Group, LLC. The firm does not hold a banking charter and is not an FDIC-insured institution. Communications with the firm are not encrypted by default; clients and prospective clients who require encrypted correspondence should request a secure channel when making initial contact.

Information submitted through this page is treated as confidential and used solely to evaluate whether a potential engagement is appropriate. The firm does not sell, license, or distribute contact details of prospective clients. Past performance is not indicative of future results. The award and ranking references above reflect specific time periods and deal-size categories and should not be interpreted as a general endorsement of the firm’s services.