Tailored Solutions for Investors and Owners.
We help investors and business owners make better capital decisions. With over two decades of institutional credit experience, we deliver investor-grade clarity in plain-English. Whether looking at public companies from an investing perspective or working with private companies from an advisory perspective, we leverage our decades of investment research, market analysis, cash flow modelling and valuation experience to identify opportunities and risks.
Independent Strategic Advisory
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Investors
We provide investors with an independent perspective and ongoing advisory for fixed income and private market assets. We segment the investors that we work with into three core mandates: (1) Institutional allocators, including pensions and endowments (2) Retail investors, including Registered Investment Advisors and High Net Worth Individuals (3) Private Credit Lenders.
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Owners
We provide business owners with independent strategic reviews, designed to be a “second set of eyes” and a “safe pair of hands” for owners that wish to improve their businesses. We segment the owners that we work with into three core lifecycle stages: (1) Founding and Growing (2) Expanding and Acquiring (3) Transitioning and Exiting.
Second Opinion Reviews
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Investors
We provide investors with an independent perspective and ongoing advisory for fixed income and private market assets. We segment the investors that we work with into three core mandates: (1) Institutional allocators, including pensions and endowments (2) Retail investors, including Registered Investment Advisors and High Net Worth Individuals (3) Private Credit Lenders.
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Owners
We provide business owners with independent strategic reviews, designed to be a “second set of eyes” and a “safe pair of hands” for owners that wish to improve their businesses. We segment the owners that we work with into three core lifecycle stages: (1) Founding and Growing (2) Expanding and Acquiring (3) Transitioning and Exiting.
Why work with us
We fill the gap between other professional services with cross-functional, investor-grade analysis across public and private markets. Our team has managed billions in fixed income assets as well as reviewed and modelled hundreds of companies across sectors and business cycles. Coupled with this is our experience in private markets, which gives us a unique lens on how capital, regulation and real assets intersect.
