WHO WE KNOW

CEO | CHAIRMAN | OWNERS | INVESTORS | BOARDS |
VENTURE | FAMILY OFFICES | PRIVATE EQUITY

After 25 years in leadership positions in top firms, our partners are very well connected at all levels of the ownership, management, board, and vendor spectrum.

Our platform is dedicated to leveraging our network for the benefit of our clients, projects, and adding value to their goals, and ultimate shareholder value creation.

OUR CLIENTS COME FIRST, ALWAYS.


“I believe that I am a part of everything that I have read.” - T. Roosevelt


OUR NETWORK

  • CEOs, operating partners, chairmen - hundreds of leadership across numerous industries

  • Board of directors - tens of leaders of privately held companies, as well as public and SPAC relationships, too

  • Investors, globally, across UHNW, venture, private equity, mezzanine, buyouts, consolidations, and corporate venture arms

  • Leading corporate advisors and vendors in all areas that are essential for private boards:

    • legal and all areas of negotiations and documentation;

    • human capital, culture, diversity, inclusion and equality;

    • financing and credit, including all forms of equity and debt;

    • insurance, tax, diligence, quality of earnings, and the like;

    • governance, leadership, board duties and KPIs; and operational matters, including strategy, supply chain, branding, agencies, licensing

Interested in an appointment with us? click here | Join our community of board of directors? click here