Services

Private Equity Research

We support research related to corporate development initiatives including finding new investment opportunities, expanding coverage, and staying abreast of industry, regulatory and technology trends, and evolving market changes. Our equity research team aligns with your corporate strategy, vision and mission to drive the best possible opportunities to address your gaps.

Corporate Development & Strategic Planning

We work closely with founders, entrepreneurs, family-owned businesses and management teams on a wide range of initiatives related to corporate development including overall strategic direction and planning, sourcing, evaluation and execution of strategic acquisitions and partnerships, support in talent management decisions and implementation and communications surrounding of change management transitions.

Growth Equity Investment

We take a Value-First investment approach with experience across a variety of industries and together we have developed a successful track record of adding value to middle market companies and driving growth to generate enhanced value for all stakeholders. We have significant flexibility in how we can align ourselves with management teams and can provide the following investment structures tailored specifically for you and your business objectives:

Succession-based transactions involving family-owned or founder-led businesses
Management buyouts involving one or more shareholders
Growth Equity investments
Corporate carve-outs
Restructurings