Independent, partner-owned and long-term in orientation.

Our role

We act as a thinking partner to business owners, boards and investment committees in situations where capital, control and continuity intersect. Our work typically involves:

• Clarifying objectives across shareholders, management and other stakeholders.
• Translating strategic plans into capital requirements and feasible transaction paths.
• Bringing a structured, data-driven process to inherently emotional decisions.

Core principles

Three principles guide the way we advise and engage with clients:

• Independence. We do not manage capital, underwrite balance sheets or sell products. Our economics are tied solely to advisory outcomes, not distribution.
• Depth over volume. We prefer a concentrated set of relationships, allowing us to develop a nuanced understanding of our clients' businesses and families.
• Discretion. Many of our mandates are highly sensitive. We operate with a quiet footprint and a bias to under-communication in the public domain.

Experience

The firm draws on experience across private equity, investment banking and principal investment roles. This allows us to bridge the perspectives of operators, investors and lenders.

We have advised on transactions ranging from early-stage growth rounds to complex, multi-stakeholder recapitalisations and cross-border M&A processes. Sector exposure includes business services, industrials, technology-enabled models and selected real assets.

Client profile

We are most effective when:

• Ownership is concentrated, with a desire to preserve culture and long-term vision.
• There is openness to external capital, but a legitimate concern about misalignment.
• Complexity arises from people and history as much as from numbers and documents.