Access & Expertise
The breadth and depth of our experience in investment banking and capital markets spans every major asset class and investment product. Our relationships - which range from Wall Street and Silicon Valley executives to renowned entrepreneurs, entertainers and athletes - provide access to elite deal flow and co-investment opportunities with some of the best institutional investors in the world. We facilitate connections across our diverse network of leaders and influencers that lead to incredible investment and professional opportunities for our clients.
Small by Design
Highly individualized service is the cornerstone of our business. We prefer to maintain a small clientele, allowing us to tailor each relationship around the client’s needs and to ensure capacity for high-touch engagement. Our brand of service extends beyond our fiduciary responsibility. We are stewards who provide guidance and support across every aspect – financial, professional, philanthropic and personal – of our clients’ lives.