Legacy advisory Leverage STRH’s long-standing history since 1894 and full‑service capabilities to position as a trusted strategic advisor for clients seeking comprehensive capital markets solutions, potentially expanding advisory and financing engagements.

OneTeam advantage Promote collaboration and integrated services across corporate finance, investment banking, sales, trading, and research to offer bundled solutions, creating cross-sell opportunities for clients needing multiple product lines.

Mid market focus With 201-500 employees and a revenue profile in the hundreds of millions, target mid-market companies looking for personalized, scalable capital raising and strategic advisory, differentiating from larger bulge-bracket firms.

Executive continuity Recent leadership changes and notable retirements present an opportunity to engage C-suite and board-level clients on succession planning, risk management, and long-term growth strategies as STRH reinforces continuity and trusted advisory relationships.

Tech-enabled services Existing tech stack (QuickBooks, Tableau, Workday, etc.) indicates capability to modernize client reporting, analytics, and HCM-related financial planning; propose tech-driven enhancements for client portfolio analytics, performance metrics, and operational efficiency.