When your legacy is at
an inflection point
An operator-led advisory firm that positions owners, founders, and boards to make the right call when the stakes are high.
ServicesWhen we are called
The Handoff
When you’re planning for what comes next.
For the leader who built something and must hand it off to the next generation.
The Exit
When you’re selling, or thinking about it.
For the owner facing a one-way decision they have never made.
The Break
When something has gone wrong and the clock is running.
For the family or board undergoing a crisis and in need of experience.
The Partnership
When you need us in the chair next to you.
For the family or board that doesn’t know they need guidance from executive operators.
Why operators
Who takes the call is who does the work.
All of our partners are former executives whose judgement was formed in situations our clients are facing now. As a fee-based advisor, our only interest is your objective.
$9B
Co-founded an investment firm built to roughly $9 billion under management
6
Chief executive of six private-equity-backed companies
16 yrs
Leading a private equity group
25 yrs
Inside the private funds business
What we do
The business
- Succession planning
- Selling the business
- Operational improvements
- Personnel and team evaluation
The board
- Board-level intervention
- Director sourcing
- Governance and structure
- Third-party advisor selection
The future
- Family office formation and structure
- Post-sale design
- Investment strategy and oversight
- Portfolio and non-core asset evaluation
“We are the quarterback of your team.”
Most of our work arrives by introduction. If you are weighing a decision and want a view formed outside your own line, write to us.