Portfolio Acceleration
We help accelerate revenue for your venture and middle market investment portfolio through strategic and relevant introductions to our F1000 C-Suite and BoD relationships.
Proprietary Direct
Deal Flow
Targeted proprietary direct deal flow based on you specific investment thesis. Direct investments come without the “2 and 20″ fee structure associated with most funds, which can substantially negatively affect returns over time.
Buy Side Advisory
A well-defined acquisition process is an essential part of a Family Office growth strategy. Identifying and successfully integrating a target company that compliments your overall strategic goals is not easy. We help our Families execute acquisitions utilizing our deep relationship capital, transaction, industry, and valuation experience.
Warrant Pool
This is the key to our unique long-term wealth creation strategy. We share the warrant pool with our FOs. This creates greater synergies, collaboration, and expansion of key
relationships and
introductions.