Direct Investing


As a long term trusted strategic advisor to our family offices, we assist with the sourcing, vetting, due diligence and structuring of investments that are uniquely suited to the requirements of our clients. Building and selling private companies is how the families we work with have built their wealth and a fundamental foundation for leveraging their knowledge and experience.

Key to generating successful outcomes through a Direct Investing strategy is our ability to support a portfolio of operating companies with access to additional growth capital, operational and strategic support and executing desirable exit strategies through mergers and acquisitions. The biggest challenge to any Direct Investment strategy is building an investment process with the discipline scale and transaction scrutiny of an institutional private equity investor without the fees and expense.

Direct Investment Advisory
Ongoing Sourcing & Vetting of opportunities
Due Diligence Support
Growth Capital Advisory
Syndicated Transactions
Mergers & Acquisitions
Portfolio Company & Operational Consulting

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