What We Do

Working as principals and co-shareholders with key owners and operators, we consult with and advise our portfolio investment companies primarily on mergers and acquisitions, while also providing strategic advice on optimal capital structures and the best paths to capital. At this stage, where they are portfolio investments, they are often public and/or in the process of accessing the public markets.

We believe that, far too often, finance is done because a company simply “needs cash,” which goes against the more holistic principles we subscribe to.

Unlike most financial entities, we approach financing options from the perspective of our client companies and with an unwavering focus on their best interests. We do so by aligning our interests with those of the operator, and a belief that our best collective results will only be attained if the underlying companies perform well on a long-term basis. This approach aligns our actions throughout all the stages of our engagement with our clients.

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