CEOs & Executives

We work with CEOs and management teams to bridge the gap between their desire to obtain institutional equity backing and the requirements of the institutional equity funds for a detailed business plan, thorough financial modeling, and multiple acquisition targets.

From working closely with our private equity partners, we understand their requirements and preferences for funding. In developing investment strategies with executives, we also perform the necessary research and analysis to develop not only a detailed business plan but also a validated, actionable, and fundable strategy.

We welcome the opportunity to speak with you. To learn more or arrange a meeting, please contact one of our Managing Directors or email us at All inquiries will be held in the strictest of confidence.