Take advantage of our vast heritage in the investment-banking industry. Our management has experienced firsthand the ebb-and-flow of the global economy over three decades. Some of our client initiatives are narrow and defined; others require a corps of experts. We excel at assignments that are non-traditional in scope. Our project-planning process is transparent to ensure that we adhere to your budget standards. Because we only work with a select group of institutions at any given time, we will not assign your essential project to a secondary relationship manager.
We were approached by a venture-size hotel company headquartered in Vietnam to find a direct equity investor for their firm. Yet we recognized that global markets were flooded with hotel deals;we ourselves had
An American business owner needed help in determining a market-equilibrium price for his privately-held financial services consultancy in advance of a prospective sale. The valuation analysis was obscured
An emerging hedge-fund manager targeting Japanese equities was distracted by marketing and sales activity. One reason was that they were preparing regular reports in-house, putting too much time into documents that
A Greek consortium approached us for help in designing and implementing a real-estate acquisition program in the United States. The focus was quality multi-family properties able to produce above-average long-term
A major wealth-management organization in the Middle East asked us to develop a content-rich investment-strategy publication to support their advisors in capturing a larger share of client wealth. By providing an allocation
We partnered with an award-winning, Brisbane-based equity manager looking to expand its business beyond the local market. After consultation, we felt the manager’s investment strategy would lend itself well to a dedicated
We worked with an investor group in Eastern Europe to find a development partner for their deep-water port project. The prospects for success were seemingly dim. In 2009—when we began the project—the world was