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Melio & Company LLC

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Melio & Company LLC

Mission statement:

Our Mission: Trust. Experience. Focus.

Trust. Our clients trust us, and maintaining that trust is at the heart of our mission. We help our clients understand their options so they know what to expect and when to expect it.

In a time of enormous strain in the financial markets, it is critically important that healthcare systems have the utmost confidence in their financial advisor. While confidence is often the result of a long-standing relationship, we believe that two other key components are the benefits of experience and capital markets expertise.

Experience. Melio & Company provides significant experience and expertise. Our Managing Directors have over 20 years of capital markets experience.

Focus. We have a singular focus on our clients, serving their interests and exceeding their expectations.

Overview:

At Melio & Company, we believe that five key points differentiate us.

Senior level attention. Primary day-to-day coverage from senior professionals who have over 15 years of investment banking/debt capital markets/treasury services experience.

Insight. We offer deeper and more current insight into the financial markets and the manner in which today’s financial institutions operate.

Strategic thinking, responsive service. Clients benefit from a strategic, long-term perspective, coupled with immediate attention and a sense of urgency on every engagement.

Singular focus. We concentrate solely on our healthcare clients and their most important financial transactions. We are not marketing consulting services, asset management, nor software products to our clients.

Philanthropy. In support of our commitment to not-for-profit healthcare, we will donate a portion of our revenues and/or services to charitable organizations selected by our independent CFO Advisory Board.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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