As a merchant bank specializing in the investment management industry and related businesses, we apply our tenacity in two ways.
In investing, we leverage our hard-earned industry experience by investing in ongoing and start-up businesses (MBO and minority positions). In advising, our typical client is an established money manager facing a strategic inflection point — merger, acquisition, divestiture or restructuring. We are fanatical about our advice, quality of analysis and advocacy. We carefully select our clients and align our incentives with their success over the long term.
Information taken from third-party sources is believed to be accurate, however no representation or warranty, expressed or otherwise, is made to, and no reliance should be placed on, the fairness, accuracy, completeness or timeliness of the information contained herein. This website is for informational purposes only and does not constitute investment advice or an offer to sell or a solicitation of an offer to buy any services or security which may be referenced herein. This website does not constitute or contain an offer or solicitation of any kind and none should be inferred.