• Strategic Partner with over 25 years of proven experience at a preeminent Private Equity firm providing capital and strategic oversight to growth companies

  • Permanent private capital vehicle formed to focus on supporting our partners in the Business Services, Wealth Management and Alternative / Private Investment Management sectors

  • Supporting growth oriented management teams through creative minority recapitalizations or growth equity investments

Partnership

    • Providing strategic guidance to growth companies; business strategy, new business development, organizational effectiveness and efficient deployment of capital

    • Proven experience building companies organically and through mergers and acquisitions

    • Industry expertise and resources to support management partners

    • Credibility with the marketplace

    • Minority investments customized to meet your needs

    • No disruption to your business – execute your strategy and control your destiny

    • Shared vision of success and economic outcomes

    • Collaboration – focused solely on value creation

    • Cultural alignment – respecting the vision of our partners

Our Partners