About Us

Over the course of our careers, we have worked for some of the most demanding firms, clients, investors, and principals.  We have earned their trust as advisors, deal-makers, and business builders/operators - for our integrity, character, consistency of work ethic, critical thinking, honest advice, and good judgement.

We have developed deep expertise in evaluating business leaders and asset managers along with the capacity to spot winning businesses and fund managers at all stages of development across a wide range of sectors, with depth in some of the most exciting areas for growth – specialty food & beverage, fintech/business services, media and lifestyle, health, and infrastructure.  We have deployed capital as agents or principals through periods of remarkable growth, severe contraction, and generational change.

Technology and demographic-driven changes in consumer behavior are creating new business models and disrupting old ones.  Successful companies and asset managers will be those best able to identify  new operating modes and technologies that connect products and services to communities of customers, consumers, or investors.  Technology-enabled solutions will drive superior growth even among the most traditional commercial, industrial, and financial activities, and especially in service industries.  We seek opportunities to work with the best managers of businesses or funds as they are the key to creating value and mitigating operational and financial risks.