Loon Information

Cortlandt is a boutique M&A and private capital markets advisory firm focused on the lower middle market. Under the hood, Cortlandt is part investment bank, part software company. We run our business on a proprietary software platform built entirely in-house, and leverage purpose-built AI agent systems to deliver exceptional speed and rigor. Our quantitative approach to execution coupled with our focus on high-touch client service allow us to be a differentiated partner to our clients as they navigate their most important strategic decisions. Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Cortlandt is not a registered broker-dealer, and Finalis Securities LLC and Cortlandt are separate, unaffiliated entities.