Capital Advisor
We don’t simply source capital — we align capital strategy with your immediate priorities and long‑term objectives. Our role is to understand where you are, where you’re going, and architect the financial path that gets you there with precision.
Strategic Advisor
We evaluate your interests, pressure‑test your assumptions, and provide clear, actionable insight to strengthen decision‑making and strategic direction.
Valuation
Accurate valuation is foundational. When you understand the true value of your company and the effort invested, you can make decisions grounded in reality rather than misconception.
Our suite of services ensures you are presented with the strongest options available for your business — across capital, structure, valuation, and strategic execution.
Our team navigates the complexities of your business to identify the capital structure that best serves your objectives.
-
Global Capital Relationships We maintain active relationships with: Family offices Institutional investors Pension funds Endowments Sovereign wealth funds Investment banks Insurance companies Financial advisors High‑net‑worth individuals These relationships allow us to deliver capital solutions across every phase of your business lifecycle.
-
By leveraging our industry expertise and relationships we can provide financial solutions for any phase of your business' life cycle. Our finance activities represent more than $4.5 billion in funded commitments.
-
We provide services across small businesses to Fortune 500 companies. Our team serves clients that are operating in more than 60 countries and have annual revenues ranging from $20 million, in excess of $12 billion.
Private Equity
We provide more than just capital. Our team has successfully completed over 40 private equity investments occurring across a variety of industries that have played a vital role in helping companies realize their potential. We strive to create value by investing in great businesses where our capital, strategic insight, global relationships and operational support can drive transformation that unlocks a companys' potential.
Lending & Finance
So that you can take advantage of a transformative opportunity for your company we will provide the financing necessary for a business to grow, buy new equipment or expand into new markets. Over the past decade our team has deployed more than $4.5 billion to meet the financing needs of our clients. The financing we have provided will be used to make a significant contribution to our client's long-term goals.
Asset-Based Lending
Our asset-based lending will offer a solution to a company facing an opportunity for expansion by opening access to capital that otherwise would not have been available. We will discuss the options available to capture capital based on your business assets including equipment, machinery, patents, portfolios, real estate, and aircraft.
Feasibility Assessment
Feasibility studies are conducted to assess the potential benefit of your intended investment. Our reports are routinely relied upon by investors to guide their expansion into new markets, enter into a partnership, or to capture the benefits of diversifying their interests.
Business Valuation
Business managers are finding an ever increasing need for an unbiased valuation whether for mergers and acquisitions, raising capital, seeking a partner, estate planning, stock interest transfers, tax disputes or litigation. Our valuation reports are among the most trusted and respected in the industries we serve, resulting in sales with multipliers ranging from 4% upwards of 11%.
Forensic Accounting
In the areas of forensic accounting and litigation, it is important to work with experienced professionals who have the ability to clarify complex financial information for presentation to a wide range of audiences. Our experience in various industries allow us to provide well-reasoned opinions for use in litigation and other disputes. Over the past 4 years our team has uncovered 2 of the largest prosecuted cases of investment fraud in the State of Florida.