Our Business

WHAT WE DO

We provide strategic advisory services, corporate finance and M&A practices, provide assistance in building Boards of Directors, provides financial models, sophisticated valuation analyses, and business development opportunities for our clients. Through our broker-dealer networks affiliations, our investment banking practice raises capital, executes M&A transactions, provides corporate restructuring and performs sophisticated financial modeling for our clients. We represent entrepreneurs, companies, investors, sellers and acquirers and invest across industries sectors in start up and early-stage businesses.

Disciplined Due Diligence

Our investment approach is based on a disciplined due diligence process that measures risk while identifying the catalysts for increased value. We engage only in friendly transactions and work with talented entrepreneurs, founders and management teams to achieve positive results.

A New Approach to Investing

We are constantly looking for opportunities where we can add value in a way that our competitors don’t. Our Accounting assistance and due diligence reporting aids the corporate founders where they need it most while at the same time it mitigates risk by addressing the most common points of young businesses failure.

Growing Impact

We are always striving to create value by investing in great entrepreneurs, management teams and businesses where our capital, strategic insight, global relationships, and accounting and operational support can drive transformation and wealth.

Knowledge is Power

When we partner with a business, we focus on building it to last. Our management team and advisors, drawn from the scale and breadth of years of execution and results years, helps our companies withstand business cycles and helps them succeed and grow for the long term.