Our Story

PERSPECTIVE.

We approach every mandate with a structured, rigorous methodology informed by our perspective and refined across hundreds of transactions. The common thread that ties our team together is that we have each bought, built, and successfully sold a business of our own. We combine that operating know-how with deep experience raising and investing private equity funds and as advisors on over $7 billion of closed private market transactions. We have sat in every seat around a deal table and now consider ourselves lucky to have courtside seats to the greatest show on Earth. We have made our own mistakes and orchestrated our own victories – nothing is more rewarding than sharing those experiences with our clients.

PROCESS.

We are committed to helping our clients successfully achieve their objectives – whatever that means to them. We carefully examine each situation to define the target objectives and then build a team and strategy to match.

Successfully closing any transaction is hard. Integrity, skill, and EQ are table stakes. We help our clients win by combining those characteristics with the ability to empathize and relate deeply with not only our clients – but every stakeholder in a deal from the buyer and their shareholders to the lenders and deal attorneys. Our process is purpose-built with each of these parties in mind to deliver an outcome that everyone is happy with years down the road.

Results.

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