Senior Level Attention
- Broad-based, relevant experience in investment banking, M&A, private equity, business ownership, C-level corporate management, and entrepreneurial ventures provides unique perspective
- Quickly get to key points/issues
- Understand complex situations and subtle nuances that make huge differences in outcomes or success
- Focused and committed
- Limited clients at any one time
- Your transaction is very meaningful to us
- Accessible and easy to work with
Global Access
- Access to and knowledge of complementary resources required to complete virtually any transaction
- All potential types of potential capital providers:
- Private equity
- Corporations
- Family offices
- Venture funds
- Entrepreneurs
- Banks and non-bank lenders
- Deal Professionals (Attorneys, Accountants, QofE Firms, Diligence Specialists, Insurance)
Superior Execution
- Know how to get deals done
- Understand that process and details matter
- Take the time necessary to understand the business
- Really understand client transaction rationale and goals
- Custom-tailored processes
- Based on client goals and market assessment
- Full-service — we do heavy lifting with appropriate client input
- Best-in-class selling and presentation materials
- Access to necessary resources to manage and execute process
