Our Clients and Transactions

Our clients are Executives, Families and Entrepreneurs, Public and Private Companies, and Financial Sponsors. Examples of transactions include:

  • Family seeks partner for succession planning
  • Private equity firm seeking investment in under performing asset
  • Management team needs right partner for next phase of growth
  • Private equity firm needs an industry expert at its side
  • Private equity firm needs to understand exit options before closing a deal
  • Corporate client needs a leader to help execute a major growth plan
  • Private equity firm looking for a targeted sale process to avoid distracting management