FOR THE MIDDLE MARKET
Our team helps corporations, family-owned businesses, private equity groups and family offices optimize transitions from acquisition through growth to eventual sale. Our expertise includes business sale and acquisition, capital raise, business valuation and succession planning. Learn more.
FUND MANAGEMENT AND
PRIVATE CAPITAL INVESTING
As a Registered Investment Adviser, we apply our expertise to invest in companies; to develop VC and PE funds with specific mandates, to launch and manage funds on behalf of other firms, and to provide portfolio assessment services to family offices and institutions. Learn more.