We are a family office backed team of experienced capital markets and investment banking professionals with an impactful, innovative and multi-disciplined financing platform for family offices, institutions and corporate issuers.
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Who We Serve
We create unique direct investment opportunities for family offices who want an "institutional grade" seat at the table. We are backed by families and manage your direct investment process as if it were our own.
We "get" you...in many ways, we "are" you. |
In the middle market, companies have many choices for a financial partner, but far fewer choices for real financial expertise. We optimize the capital mix between institutions and family offices to broaden your access to the right investors.
Let us add to your "bench strength" in terms of both funding and expertise. |
We bring appropriate and bespoke deal flow with value-add co-investors to institutions and fund sponsors. We aren't your "run-of-the-mill" intermediary — we understand your investment process and bring strategic, patient, capital aligned with quality issuers, to your doorstep.
Isn't that what you want in a deal partner? |
Innovative capital solutions tailored to you.
We can be counted on to provide practical and actionable advice based on strategic thinking and sector expertise.
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