Private Equity
PE & VC Funds
From strategy to execution, we help you enhance value through transactions, strengthen portfolio-company performance, structure new funds, and more. Partner with an advisor who can support you during:
- Inception (Fund Formation and platform acquisition)
- Growth (Organic and M&A)
- Reset – If needed (turnaround and distressed)
- Exit
Family Offices
Our Family Office Practice provides comprehensive advisory services to progressive family offices and families. We look at every client’s needs differently because we know that every family office has unique needs. Known for our entrepreneurial vision, our team will take a collaborative approach to provide you with a variety of services custom-tailored to the needs of today’s family office, including:
- Strategic, value-added buy-side and sell-side due diligence
- Business consultations and solutions
- Tax structuring
- Complex financial, tax, and operation management
- Industry-agnostic, global expertise
We can also help diversify your portfolios through alternative investments; invest in privately owned companies and private funds; and guide you through tax structuring for purchases. Our experience on buy- and sell-side transactions gives us insight into the numerous opportunities you can leverage in your negotiations to impact final purchase price.