“I believe that every right implies a responsibility; every opportunity, an obligation; every possession, a duty.” - John D. Rockefeller
WHAT WE DO
For over 15 years, we have served as a trusted investor, owner, advisor, board member, and mentor to tens of companies across the consumer and financial services industries.
We have added value to tens of founders and investors in numerous business areas, including luxury, accessories, retail, apparel, beauty, art and design, digital & media, food & beverages, wellness, real estate, and wealth management.
We have provided direct equity capital to over a dozen privately-held companies (including ten acquisitions) with a combined $600 million in sales, $250 million of contributed equity invested capital.
We have also formed and served on ten Board of Directors and supported several Advisory Boards.
commitment to integrity, dedication, creativity, and excellence in what we do
What We've Achieved
Backed numerous operating partners in management buyouts and private equity partnerships.
Invested in, and helped build, many consumer brands with over $250 million of invested equity.
Led or co-led 15 direct private equity investments, together with the collaboration with over 50 qualified and institutional investment partners and members.
Unique and repeated leadership in the alternative investment and wealth management industry: led an MBO of a top-25 private asset management firm involving over $7 billion in AUM (2006-2015; led the formation, incubation and seeding of a successful hedge fund seeding platform (2010-present; principal collaborations with one of the world’s largest alternative investment companies (2015-6).
Formed, and in many cases, led, the board of directors in partnership with our affiliate founders and/or CEOs.
Empowered the corporate development goals of our affiliate CEOs and boards through the sourcing, acquisition, and funding of approximately ten add-on acquisitions.
Advised the founders and owners, and many cases, with their investors and boards, of tens of early-stage and high-growth companies in the U.S., enabling stronger execution plans, investment funding, board augmentation, and more rapid growth.
Supported, advised, and/or funded the formation of several management companies and their founders.