Our capital, institutional-grade dealmaking, and independent research & analysis focus on transformative strategies to empower businesses to achieve growth objectives, align capital with business strategy, drive shareholder value, and monetize it. Since 1994.
Middle-market businesses deal with added complexities due to rapid business growth, expanding enterprises, increasing capital, and higher financial risk. We aim to offer tailored, strategic, and efficiently executed solutions to meet these complex needs. We strive to be a reliable partner, a trusted advisor, and a long-term collaborator when deploying our capital, knowledge, and connections to help grow businesses, build enterprises, and establish financial legacies.
IN FOCUS: Private Equity
We target differentiated sources of return by allocating capital to buyout, growth, and recapitalization transactions, co-investing with a select network of seasoned entrepreneurs, private equity sponsors, and institutional investors.
IN FOCUS: Strategic Recapitalization
Strategic Recapitalization may be a viable alternative to selling a business. A well-structured and properly executed, company can align the company's capital structure with the long-term business strategy and owner priorities, including liquidity, tax planning, asset protection, estate planning, growth, and succession.
