Global Investment Banking & Advisory — Est. 1997

Where Capital
Meets Measured
Judgement

Claris Group is an independent investment banking and advisory firm. Founded in New York, we provide independent strategic counsel to governments, corporations, and institutions navigating the world's most complex capital markets.

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Who We Are

Experienced Advisors,
Independent Counsel

Claris Group was founded in New York in 1997 as a private investment banking company. The firm provides investment banking and advisory services to governments, corporations, and institutions across global markets.

Our business is built on enduring client relationships. We earn trust by immersing ourselves in each client's strategic priorities—and delivering advice that is frank, independent, and tailored to their goals.

01

Focus

We address the most demanding strategic and financial challenges facing banks, corporations, governments, and institutional investors worldwide.

02

Relationship Driven

We put our clients' objectives above all else—structuring every solution around their goals, never around product mandates.

03

Tailored Solutions

Our draw on a disciplined, cross-functional approach to craft the most effective solution for each unique situation.

04

Global Outlook

Deep market knowledge across the world's foremost financial centers—from New York and London to Asia, the Gulf, and beyond.

Est. New York, 1997
Our Core Principles
The values guiding every client engagement

True Partnership

Trusted counsel in complex global markets.

Global Reach

On-the-ground presence and relationships across 5 continents.

Independent Advice

Unconflicted counsel—your interests first, always.

Tailored Execution

Every mandate is treated as unique—strategies are built from first principles, never off the shelf.

Founded
1997
New York, NY
Our Journey
1997
Founded in New York
2000s
First sovereign advisory mandates
2010s
Expanded to Asia & Gulf markets
2020s
$1.2T+ in strategic mandates
Today
5 continents, 15 nations
What We Do

Investment Banking
& Advisory Services

A focused suite of financial services, delivered by professionals with decades of senior-level execution across global markets.

01

Investment Banking

  • Corporate finance
  • Private placement
  • Project financing
  • Structured financing
02

Financial & Strategic Advisory

  • M&A advisory
  • Joint ventures & strategic alliances
  • Reorganization & recapitalization
  • Privatization advisory
03

Asset Management

  • Private equity funds
  • Special situation funds
  • Infrastructure investments
How We Work
Our Advisory Process
01
Mandate
Initial briefing & engagement terms
02
Discovery
Deep-dive into client objectives & constraints
03
Strategy
Custom solution design & market assessment
04
Execution
Transaction management & counterparty engagement
05
Close
Deal completion & ongoing relationship
Investment Banking
M&A Advisory
Capital Raising
Private Equity
Strategic Advisory
Asset Management
Cross-Border Deals
Restructuring
Project Finance
Public Sector
Investment Banking
M&A Advisory
Capital Raising
Private Equity
Strategic Advisory
Asset Management
Cross-Border Deals
Restructuring
Project Finance
Public Sector
Track Record

A Record of
Financial Achievement

A proven track record of senior-level advisory and capital markets execution—across sectors, borders, and market cycles—since 1997.

$295B+

Corporate Finance

Executed $250B+ in investment-grade, cross-border corporate debt, and $45B in public and private equity offerings across energy, mining, telecom, and financial services.

16+

Public Sector

Financing arranged and strategic counsel provided to governments and sovereign agencies across Australia, Canada, China, Kazakhstan, Saudi Arabia, South Korea, Spain, and beyond.

$1.2T+

Strategic Advisory

Delivered $1.2T+ in strategic advice across 150+ mandates worldwide, spanning M&A, divestitures, joint ventures, fairness opinions, and recapitalizations.

By the Numbers
A Record of Proven Excellence
$295B+
Corporate Finance
Cross-border debt & equity across energy, mining & telecom
$1.2T+
Advisory Value
Aggregate M&A, JV & recapitalization mandates
150+
Client Mandates
Across 15 countries on 5 continents since 1997
29
Years of Excellence
Independent advisory with no conflicts of interest
Global Presence

Truly Global in
Outlook & Capability

Our team brings decades of senior-level experience from the world's foremost financial institutions—spanning New York, London, Asia, and the Arabian Gulf.

Our deep market intelligence and global network give clients access to the most current, relevant, and actionable strategic thinking—wherever they operate.

🇺🇸North America
🇬🇧Europe
🇰🇷Asia Pacific
🇸🇦Arabian Gulf
🇰🇿Emerging Markets
🌍14 Countries
Global Coverage
Government & institutional clients across 15 nations
U.S.A. Canada Mexico Puerto Rico Portugal Spain United Kingdom Austria Hungary Guinea China (PRC) Kazakhstan Saudi Arabia South Korea Australia