Our Values

ACCOUNTABILITY

We deliver for our clients; we do what we say we will do. The way we prepare and manage a transaction creates superior outcomes for our clients (think strategically; high quality advice; focus on results, not process; bias to action, not analysis)

INTEGRITY

We act in the best interest of our clients at all times while always keeping in mind the bigger picture and the longer horizon (client focused, not conflicted; complete honesty; fair and unbiased approach).

PASSION

We love what we do, we choose to work together in a boutique structure because we feel it delivers best for our client as well as ourselves (care intensely about company and client successes; tenacious and driven).

CREATIVITY

We find and design solutions where others say “too hard” or cannot see value (learn rapidly; seek to understand; challenge prevailing assumptions; broad knowledge; superior outcomes).

BOLDNESS

We tell our clients and our counterparties what they need to hear not always what they want to hear (say what you think; challenge prevailing views; make tough decisions; take smart risks).

COLLABORATION

We work closely with our clients in a complementary and symbiotic manner, learning from each other to create superior outcomes (ask questions; share ideas and thoughts; open minded; no wrong answers; mutual respect).

Contact Us

300

Successful Transactions

100

Years of Combined Investment Banking Experience

20

Years of Operation & Successfully Advising Clients