NAVIGATING SUCCESSFUL DEAL-MAKING

We work closely with clients to understand their unique needs, then tailor a process that balances key priorities such as value, timing, deal structure, confidentiality, competitive dynamics, legacy and succession, and other considerations.

EXPERIENCE AND EXTENSIVE RELATIONSHIPS

Our background and experience include all facets of business operations, financing, and risk-management.

Our global network of investors, banking partners and industry executives allows us to expedite the process of meeting your financial needs.

UNDERSTANDING WEALTH

Wealth is What You Don’t See: Spending money to show people how much money you have is the fastest way to have less money.

– The Psychology of Money by Morgan Housel

WEALTH MANAGEMENT

More than I want big returns, I want to be financially unbreakable. And if I’m unbreakable I actually think I will get biggest returns because I will be able to stick around long enough for compounding to work wonders.

– The Psychology of Money by Morgan Housel

INSIGHTS & RESOURCES

We are relentless in our quest for knowledge to develop unique insights and resources for our clients.

INSIGHTS & RESOURCES

Confounding compounding: $81.5 billion of Warren Buffett’s $84.5 billion net worth came after his 65th Birthday. Our minds are not built to handle such absurdities.

– The Psychology of Money by Morgan Housel


Private Capital Raising

Private Capital Raising


We are client focused and committed to a comprehensive and orchestrated understanding of the objective, goals, the story, issues and solutions to every transaction.

Our Capital Raising Services include

Analyzing immediate and long-term financing requirements

Identifying the appropriate type (s) and sources of capital (Institutional/Family Offices, etc.)

Determining optimal capital structure alternatives

Advising on equity positioning

Structuring and raising equity growth and acquisition-related capital

Structuring and raising debt capital

Negotiation of Term Sheets/Shareholders’ Agreements and other commitment terms

Managing the due-diligence process to ensure timely and successful transaction closing