Sophis is a financial services firm providing investment advisory services as well as strategic advisory services to directors, shareholders and management teams of both private and public companies. We specialize in navigating, structuring, negotiating and executing strategic transactions of varying natures.
Our broad operational, activist and board of directors background spanning a broad array of industries helps us uniquely understand our clients and their most sensitive situations. We have added value to our clients from across transactions ranging from hundreds of thousands of dollars to several billion dollars in size. The experience of our principals.
Our relentless effort combined with our experience is the edge to our business.