Three connected service areas for companies, private investors and institutional partners.
We advise founders, management teams, shareholders and boards on corporate finance decisions that shape the next chapter of a business. Our work includes sell-side and buy-side M&A, growth capital, secondary liquidity, capital structure and shareholder advisory, with each process designed around the client’s objectives rather than a generic market exercise.
We help companies, sponsors and shareholders access private capital through a targeted network of family offices, ultra-high-net-worth investors and professional capital partners. Our emphasis is on preparation, selectivity and thoughtful investor matching, giving clients access to capital relationships that are often difficult to reach through a broad process.
For private investors and family offices, we review and introduce a selective flow of direct and co-investment opportunities in private companies. We focus on situations where the rationale, structure, governance and alignment are clear. We often also co-participate in investments where appropriate.