Who is CM2?

We are strategists, dealmakers, and analysts who help our clients grow.

Routine assignments do not excite us. Our clients challenge us with their most demanding and sensitive engagements—which is what we want. These issues require a high degree of skill, experience, creativity, and often, speed. Our role, after all, may be to challenge your preconceptions with courageous, yet actionable, options and recommendations. These may include a pathway to diversification, a means for entering a new international market, or an acquisition of a strategic target. The common theme is clear: we help clients grow.

Meet the Team.


What is the best path for your growth?


CM2’s foundational capability is to synthesize current insights into logical, data-driven strategic actions.


CM2 offers a full range of investment banking products and services, including M&A, divestitures, and capital placements.

Find out more.

This location is Supervised by BA Securities’ Home Office located at: Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428 (484) 412-8788 Member FINRA SIPC