Our team members have spent the majority of their careers providing advice to the corporate and institutional clients of investment banks. We now specialise in advising private companies: we seek to provide to private companies the benefits of that institutional experience, but free from the conflicts of interests of institutions, and with a concern for the primacy of quality and impartiality of advice that is not possible within institutional teams.

We provide advice to all participants in private companies – founders, families, management teams, and shareholders. As we do, we seek always to provide more than bare capital or a completed transaction: we provide advice to meet all of the objectives of private clients, whether governance, cultural compatibility, selection of investors with real operational and strategic value, transfer of control to management teams, generational change and succession, or the preservation of legacy.