Since its founding, the firm has acted as lead or co-manager in more than 775 public offerings, including 268 IPOs, been an agent on more than 115 private placements, and completed over 380 mergers and acquisitions.

The firm is headquartered in New York City, with offices in Boston, Massachusetts, Chicago, Illinois, Menlo Park and San Francisco, California.

George Needham was formerly a managing director of First Boston Corporation, where he established its business development and technology investment banking groups.

David Townes, who also co-founded the firm, had previously been an investment banker at Lehman Brothers Kuhn Loeb focused on technology companies.

[2] The company offers a full line of financial services,[3] including brokerage, asset management, and research.