One team, providing personal service across every type of transaction

Our inherent understanding of a client’s business and financial goals puts us in a unique position to analyze the expected market, financial, tax and operational implications of a merger, acquisition or other transaction. A team with expertise in each of these disciplines powers this value-added offering to fulfill functions traditionally executed by an investment bank, streamlining the speed and efficiency of every decision in the family’s best interest.


Trusted guidance through every step of the process

We manage and oversee the entire process, using our deep-rooted knowledge of a client’s business to scour the market and identify suitors for sell-side transactions or attractive targets on the buy-side. We perform due diligence, pro forma analysis and financial modeling, negotiate deals to achieve the best terms for our clients, and manage the closing process to seamlessly integrate major transactions into a family’s overall financial and multi-generational strategy.


Expansive, curated partnerships

A worldwide network, built over decades of collaborating with global entrepreneurs, private equity partners and preeminent professionals in their respective fields, provides a foundation for driving deals.  It gives us a unique advantage in identifying the best suitors or acquisition targets, the right attorneys and tax professionals, and sourcing capital to secure the most favorable financing options.  These strategies are all geared to optimizing and achieving our clients’ objectives which may not be addressed via typical investment banking and corporate finance channels.


Service offering and value-add

  • Business analysis and balance sheet optimization
  • Cross-border tax planning & structure optimization
  • Corporate M&A advisory, reorganizations and restructurings
  • Working with investment bankers in structuring IPOs and acquisitions
  • Complex Executive Compensation planning and design
  • M&A compliance oversight
  • Board participation, advisory and oversight
  • Structuring and design of family offices, maximizing tax optimality, governance and investment management functionality