RoundTable  couples its principal "Client First " philosophy with:

  • an intellectual critical mass with seasoned professionals

  • a strategic focus on unique asset classes and

investment opportunities

  • a disciplined selection criteria and evaluation process

  • a strong structuring and diligence emphasis

  • an extensive credit and capital markets orientation

  • established, multiple-category investor relationships

  • the ability to act as principal or co-investor

© 2021 by RoundTable Financial Group, LLC. All rights reserved. Securities services provided through Candlewood Securities, LLC, a broker/dealer registered with the SEC (see BrokerCheck)member FINRA and SIPC.