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Our approach and methodology

As a boutique investment house, we draw on all of our experience and expertise as investment bankers to provide the highest professional standards of customized, confidential and personal service exclusively to a few clients and for a few transactions at a time. Our approach is to have a deeper relationship with our clients than do standard service-providers and external consultants.


As a client of Schwartz Investment House, you have peace of mind knowing that we take the time to listen and understand you and your needs and objectives. We identify with you and become an integral part of your team, with our role being to design the best solutions for you according to your exact requirements that maximize your prospects of successfully closing your transactions.


The Schwartz Investment House methodology is comprised of professionalism, of deep commitment and close involvement with our clients. We focus all of our resources on achieving your goals in a tenacious and highly disciplined manner, paying meticulous attention to every nuance in the process, without cutting corners, because, as we all know, the key to a successful closing is often in the small details.



The Team