Partners
CAPITAL RAISING
The execution of and/or raising capital from or by investor to grow a private company.
FINANCIAL EDUCATION
Financial planning and investment portfolio management advice for individuals.
HR AND COMPENSATION CONSULTING
Total reward plan design and compensation assistance, including compensation and equity survey data.
PRIVATE TRANSACTIONS AND INVESTMENT BANKING
Brokerage services for individual securities transactions and capital raising for companies.
TAX, LEGAL AND ACCOUNTING SERVICES
Advice from legal, tax and accounting providers, including full-service financial leadership services.