Change is not a destination, just as hope is not a strategy.
— Rudy Giuliani

Owner Succession

Capital for shareholders seeking an exit in personal or estate issues.

Management Buy-Outs

Backing incumbent management of private companies or corporate/subsidiary divestitures in acquiring their business from existing shareholders.


Providing liquidity for existing shareholders while enabling them to remain as significant owners to benefit from future growth.

Growth Financing

Longer term capital for major internal or external growth initiatives such as industry consolidations, mergers/acquisitions, and expansions of operations or products.