Credentials & compliance
Investment adviser
Broker-dealer affiliate
Information security
Annual audit
What we do
Capital strategy
Raises, secondaries, recapitalizations, and capital structure review.
M&A advisory
Buy-side and sell-side, with deep diligence and post-close integration.
Board services
Independent directors, governance reviews, succession planning.
Operating partner
Embedded leadership for transformation and turnaround.
Strategic planning
Three-year planning anchored in market, capital, and team realities.
Executive search
Senior placements through a network we've spent decades building.
How we work
- 01
Discovery
Two-week diagnostic covering business, capital, team, and market.
- 02
Diagnosis
Written assessment and recommended path, presented to leadership.
- 03
Execution
Embedded delivery against an agreed scope with weekly check-ins.
- 04
Handover
Documentation and capability transfer so the work survives our exit.
Our partners
30 years in M&A and capital markets.
Former bulge-bracket MD.
Growth equity and secondaries.
Turnaround and integration lead.
New York · London · Singapore
745 Fifth Avenue, New York, NY 10151
What teams are saying
They are the first call when something matters and the last call when we want it done right.
Request a consultation
Tell us briefly what you're working through. We respond within one business day.