As a source of trusted advice and capital for successful entrepreneurs, business leaders, and stewards of family wealth, we combine institutional capabilities, a global network, and an independent spirit to see the big picture and think long-term.

Private Equity

We target differentiated sources of return by allocating capital to buyout, growth, and recapitalization transactions directly co-investing with a select network of seasoned entrepreneurs, private equity sponsors, and institutional investors. More...

Treasury Solutions

Our Treasury Solutions encompass a range of financial and technological services designed to optimize the management of smaller corporate and family office financial resources. More...

STRATEGY AND M&A

We offer a unique combination of institutional-grade strategic, dealmaking, and research & analysis capabilities, paired with an entrepreneurial and boutique vision.  More...