Merchant Banking

We help our clients achieve their strategic objectives by determining the right amount and type of capital needed, and when. We work closely with clients to develop tailored transactions that optimize their capital structures, secure financing, and support their goals.

• We analyze a company's business model and financial situation to identify alternative funding opportunities and help accelerate growth.
• Providing professional guidance on structuring, financial governance and strategy of various capital raising efforts such as private debt and growth equity.

Investment Management

We manage investments for family offices and other sponsors. The collective reach and expertise of our network enables us to identify and develop distinctive opportunities that arise from market inefficiencies, industry trends, or specific circumstances.

• Special Situations: We analyze and execute opportunities arising from events such as mergers and acquisitions, spin-offs, restructurings, or distressed securities.
• Undervalued Assets: We identify assets trading below their intrinsic value due to temporary market dislocations, sentiment shifts, or misunderstood fundamentals, offering the potential for significant returns.
• Innovation & Unique Resources: We invest in companies at the forefront of technological innovation or disruptive trends, providing attractive opportunities for those with proven products or technologies but limited revenue streams or PE investor interest.