Discipline. Integrity. Results.
Advisory, capital markets, and wealth management solutions built on military-grade precision and a relentless commitment to client success.
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Recent Engagements
Advisory
Defense Sector M&A: $2.4B Strategic Acquisition
Advised a leading defense contractor on a transformative acquisition, navigating complex regulatory requirements and multi-stakeholder negotiations.
Capital Markets
Infrastructure Fund: $850M Capital Raise
Structured and executed a multi-tranche capital raise for critical infrastructure modernization projects across the Southeast.
Wealth Management
Multi-Generational Estate Strategy
Designed a comprehensive wealth transfer framework for a family office with over $500M in diversified assets.
Advisory
Aerospace Supply Chain Restructuring
Led operational restructuring of a mid-market aerospace supplier, improving EBITDA margins by 340 basis points.
What We Do
Delivering for Our Clients
Advisory Services
Strategic advisory, M&A execution, and restructuring support for companies navigating critical transitions and complex transactions.
Capital Markets
Debt and equity capital markets expertise, private placements, and structured financing solutions for institutional and corporate clients.
Wealth Management
Comprehensive portfolio management, financial planning, and estate strategy for high-net-worth individuals and family offices.
Our Thinking
Insights on Markets and Strategy
The Briefing
|Jan 28, 2026
Defense Spending Outlook: What the FY2027 Budget Means for Investors
Our analysts break down the latest defense budget proposals and their implications for the defense-industrial base.
Weekly Dispatch
|Jan 31, 2026
Capital Markets in Focus: January 2026 Recap
Key takeaways from a volatile month: rate expectations, equity market rotation, and credit spread dynamics.
Published Media
|Jan 15, 2026
The Future of Veteran Entrepreneurship in Financial Services
Our CEO discusses how military leadership principles translate to building high-performance financial advisory firms.
Our Firm
Built to serve. Driven to perform.
Purpose & Values
Founded by veterans, our culture is built on integrity, discipline, and an unwavering commitment to our clients' success.
Discover Our Purpose and ValuesWhy Work With Us
Our strategy is anchored in deep sector expertise, a client-first mindset, and the operational rigor that defines mission-critical execution.
Why Invest With Sunset CoastBusiness Impact
We deploy our resources, expertise, and network to create lasting value for our clients, partners, and the communities we serve.
Review Our ImpactSubscribe to The SITREP
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