ABOUT OUR ADVISORY BUSINESS

 We offer advisory and executive services focused on acquisition, management, and development of private assets and businesses. Services comprise all phases of principal equity activity: (1) market strategy, deal origination campaigns, IOI, LOI, negotiations (2) comprehensive investment analytics including financial, business, market, and risk, and professional due diligence including financial, operational, regulatory, customers, and HR, (3) closing management, post-closing integration, oversight, reporting, and portfolio management. 

Our track record includes working with private equity firms, independent sponsors, search funds, SPACs, family offices, and other investment vehicles. Delegate standard functions to our team and focus on critical operations, building relationships, portfolio management, and capital raising. We adhere to a flexible model, quickly integrating with your team to augment and support your efforts and workflows.  

 We partner with boards and top executives on M&A and other strategic transactions and projects. Our advisory services and staffing cover corporate finance and development functions. The track record of our team includes mergers of global public companies, initial public offerings, and nationwide real estate portfolios. 

We have advised executives and boards of directors on strategy, financing, public and private offerings, share and asset purchases and sales, mergers and acquisitions, restructurings, joint ventures, post-merger integrations, corporate integrations and transformations, among other scenarios.  

 We develop exclusive fundamental and quant models, primarily for U.S. equities. Our strengths include seasonal sector rotation, market segmentation, fundamental factor rankings, novel diversification and rebalancing approaches, drawdown minimization, hedge and leverage optimization, dividend-focused strategies, quant strategies with 1+ day holding periods, and ML-based trading models. 

We also provide expert analysis and support for exposure to other asset classes, such as real estate, cryptocurrencies, art, and emerging markets equities. Extend your team with on-demand analytical and technical support for your research and trading. We work independently, inspired by current trends in markets and trading technologies to ensure the ability to deliver unique alpha and overall performance outcomes.  

 We advise startups and venture partners, co-invest in and selectively incubate early-stage business. Our approach is based on nurturing key strengths and unique features of post-revenue stage companies. We focus on rigor and quality of the core value-add of the product/service and set realistic milestones. 

Our playbook is centered on disciplined cost control, light operating models, robust protection of intellectual property, and product development rooted in well-understood macro trends. Having started several businesses, we enjoy working with early-stage managers on bringing their ideas to life.