Independent Investment Group & Advisory Firm
For the capital decisions you only make once.
We advise founders, families, and sponsors on sales, acquisitions, debt, equity, divestitures, special situations and growth consulting.
Our principals and senior advisors have run these processes from the arranging side, at global and independent banks, for decades.
We put our own capital into businesses we understand, taking control or a significant minority, deal by deal.
Aggregate transaction experience
Completed transactions
Years combined experience
Advisory
Advisory built on ownership.
Six mandate types, plus the growth work behind them. The people who advise on them have run sell-side processes, capital raises, and restructurings across every size of business, from founder-owned companies to multi-billion-dollar enterprises.
Transaction credentials available upon request.
Investments
We buy to build.
Direct positions, control and significant minority, taken deal by deal in businesses we understand. We invest to grow a business quickly and drive it to a return. No fund clock, no sitting on assets.
Our principals and advisors have led sell-side processes, capital raises, and restructurings ranging from founder-owned businesses to multi-billion-dollar enterprises.
Outlooks
Where the markets are, and where they are going.
Six standing reads, refreshed when the underlying data is, not on a calendar. Each one dates its figures and says where the evidence is thin.
Latest position: One in three signed LOIs never closes.
August 2026
Strip out the megadeals and the record M&A year is down 4%.
Middle-market M&A into 2027: deal volume, process length, and where buyers are actually closing over the next eighteen months.
August 2026
You will probably never IPO. Prepare like you might.
The listing window into 2027: where it sits for issuers weighing a listing against a sale, and how long it stays open.
August 2026
Half of all firms take two quotes before choosing a lender.
Credit markets into 2027: spreads, structures, and lender appetite in the lower-middle and middle market as refinancings come due.
August 2026
Energy took a quarter of US private equity deal value. Software lost two thirds.
Sector M&A into 2027: activity across business services, energy, real assets and infrastructure, and industrials, and where it has thinned.
August 2026
The sellers queued ahead of you are 13,509 deep, and they are on a clock.
DPI into 2027: distributions against paid-in capital, and what the pace of realizations is doing to the next vintage.
August 2026
Private credit’s default rate is 2.51% and 6.0%. Both are correct.
Special situations into 2027: defaults, extensions, and the maturity calendar, and what a borrower controls before a lender calls.