About Us

Purpose

Bring an innovative approach and new voices to Wall Street to prepare today’s companies for tomorrow’s challenges.

Mission

Deliver superior client outcomes with a curated team of the most diverse investment banking talent, expertise in ESG, strategy and human capital.

Vision

IPA’s forward-thinking approach provides CEOs and decision-makers with collaborative solutions for the challenges they face today and tomorrow. As business leaders experience the curiosity and innovation from a new kind of strategic advisor, they will create demand for best-in-class talent that wants to be a part of this future vision for Wall Street.

Values

Independence

Our clients will always get intellectually honest answers from us, free from conflict.

Excellence

We believe diversity in the broadest sense produces superior advice for our clients. We value our employees and clients as individuals with unique needs, talents, and lived experiences—which allows us to attract top Wall Street, corporate and consulting talent.

Collaboration

IPA delivers an integrated approach to value creation for our clients, by collaborating across levels, geographies and disciplines, as well as a network of senior advisors, 250 women board members and strategic partnerships.

Creativity

We provide forward-thinking and innovative solutions to our clients. The needs of businesses have evolved, and existing financial institutions have failed to move forward with them. Bringing both diversity of thought and experience, IPA is able to deliver results for the present and future. We challenge the status quo in ways that deliver competitive advantage for our clients.
Independence

Our clients will always get intellectually honest answers from us, free from conflict.

Excellence

We believe diversity in the broadest sense produces superior advice for our clients. We value our employees and clients as individuals with unique needs, talents, and lived experiences—which allows us to attract top Wall Street, corporate and consulting talent.

Collaboration

IPA delivers an integrated approach to value creation for our clients, by collaborating across levels, geographies and disciplines, as well as a network of senior advisors, 250 women board members and strategic partnerships.

Creativity

We provide forward-thinking and innovative solutions to our clients. The needs of businesses have evolved, and existing financial institutions have failed to move forward with them. Bringing both diversity of thought and experience, IPA is able to deliver results for the present and future. We challenge the status quo in ways that deliver competitive advantage for our clients.