- We are independent financial advisors who relentlessly advocate for our clients by leveraging our: i) deep understanding of complexities in the transaction process, ii) robust industry insights, and iii) expansive investor relationships
- We have honed these skills through collective decades of experience at some of the top global investment banks
- We understand the demands and responsibilities of CEOs and Board Members, and their need for thoughtful independent advice through our first-hand experience of serving on the board of 13 public companies
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- Chairman / Lead Director on 4 public company boards
- Held 15 Committee Chairs on company boards
- We have insight into a potential investors’ mindset and expectations given our first-hand history as successful principal investor for the previous 17 years
- We have implemented effective investment strategies focused on optimizing ROIC and shareholder value enhancement
- As founders, owners, and operators, we understand the myriad issues facing business owners and entrepreneurs
- We internalize the magnitude of pursuing meaningful and transformational transactions, as well as taking business risk
