We have a clear, geographic focus in North America and in business-friendly and small, emerging countries in Central America, South America, Israel, and Central and Eastern Europe.

We have the expertise to manage and create wealth across borders by sharing knowledge and markets.

We have a passion for patiently building, healing, and optimizing the value of business legacies. We provide growth capital and managerial expertise, are willing to be actively involved in operations, and do not rely solely on financial engineering.

We have been “on the other side” as entrepreneurs and understand, as potential “white knights,” the value, effort, and emotion of building a business.

We are progressive thinkers steeped in the traditional values of merchant banks and strive to meet a clear mission and way of conducting business.

People are essential to ongoing business success, yours and ours.

We recognize intangibles: top-rated teams, successful traditions, and effective corporate cultures.

Our deal flow is proprietary.

We have a network of world-class, top-tier, C-level partners and advisors in every functional area.

Our operations are lean with a significant focus on unique talent and technology.

We focus on legacy companies that have hit a “ceiling.”

We believe a significant inter-generational transfer of wealth is forthcoming.

We are a US-based company.

Our exit strategy is to regional multinationals, multinationals, and regional corporations.

We cater to the financial well-being of our investors, project developers, business owners, employees and our communities.