Partners

Platform that manages board meetings and board members.

The execution of and/or raising capital from or by investor to grow a private company.

Financial planning and investment portfolio management advice for individuals.

Manage the books and records for portfolio investment companies.

Total reward plan design and compensation assistance, including compensation and equity survey data.

Recourse and non-recourse financing against shares owned by borrowers.

Company controlled program to allow shareholders to sell their shares.

Brokerage services for individual securities transactions and capital raising for companies.

Advice from legal, tax and accounting providers, including full-service financial leadership services.

409A valuation and advisory services.