We are widely recognized as an industry-leader.
Our 33rd Anniversary
1982 - 2015
Our Four Core Services for Operating Businesses
Today's rapidly changing global business environment requires companies to devise successful value growth strategies.
Adequate capital availability and properly aligned capital providers are critical elements in the support of successful growth strategies.
Over two-thirds of middle market business owners express a desire, during their lifetimes, to transfer their companies to the next generation.
Periodically shareholders in privately owned companies need some liquidity. Most often such liquidity does not require the sale of the business.
Our Specialized Services for Business Owning Family Offices & Family Business Holding Companies
FAMILY OFFICE DIRECT
INVESTMENT SERVICES (FODIS)
Larger family owned businesses sometimes require long-term, patient capital partners. That's why we've developed proprietary access to private family office capital for our clients.
Business owning families, family offices, or trustees for families having business-related wealth need to fully understand the risk dynamics between operating businesses and other asset categories in their portfolios to be able to evaluate if returns are commensurate to the risks they take and to understand the scenarios that can lead to potential loss of wealth and income.
PRIVATE COMPANY EQUITY
OVERSIGHT SERVICES (PCEO)
Sometimes clients, trustees or beneficiaries need a capable, objective third party to oversee the performance of their private business interests.