Our Clients

We represent clients who:

  • Are seeking to make proprietary direct investments in the US, whether those are add-on acquisitions for their existing businesses or new direct investments, or co-investments with other families,
  • Need experienced persons to assist with governance, oversight or operating partner level involvement, or financial performance improvement guidance to grow larger, more valuable companies, whether they are currently owned or newly acquired businesses, or
  • Wish to recapitalize their businesses to fund future growth and/or shareholder liquidity needs with funding from private families.


Track Record

Successfully assisted over 350 clients to grow, finance, transition and monetize their private businesses.

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