We are a private equity and advisory firm that structures transactions and relationships that substantially enhance the marketability, liquidity and after tax value on the sale of capital assets (including operating businesses, real estate and intellectual property).

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Client needs vary and so a 'one size fits all' approach can result in sub-optimal results while pitting the advisor in direct conflict with the client's interest.

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We strive to holistically develop solutions for clients and/or their advisors, taking into account the client's specific situation, with a focus on liquidity and exit opportunities.