What We Do

Our services are intentionally designed to help clients grow larger, more valuable businesses; secure growth capital for their business while maintaining control; successfully transition businesses from older to younger generations; and obtain liquidity, when needed, for shareholders.

We deliver extraordinary good results for clients by offering a broad set of Family Enterprise Business Services.

Family Enterprise Business Services

Family Enterprise Business Services

Our skilled professional team members, who are supported by our proprietary tools and methodologies, assist clients in one, or more, of the four competencies that are critical to the growth and development, and longer-term ownership of a private business. Few firms offer this range and depth of services , which help support the success of our clients.

Business Growth

Developing and implementing successful business growth strategies requires robust strategic perspectives that anticipate market trends, customer needs and competitor actions.

Results

RESULTS

Clients have typically realized 3x-to-7x growth in revenues through a combination of organic and external growth; some clients have achieved revenue growth of up to 20x.

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Company Capitalization

Adequate capital availability and properly aligned capital providers are critical elements to support successful business growth strategies while, also, maintaining control of your business.

Results

RESULTS

Nearly $25 billion of institutional or private family office, debt or equity capital financings have been arranged for our clients.

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Generational Transition

We have assisted 150+ businesses successfully transition from one generation to the next. In fact, with nearly 35 years of practice history, we have represented many on 2 or 3 generational transitions while growing larger, more valuable businesses.

Results

RESULTS

We have assisted 150+ businesses successfully transition from one generation to the next. In fact, with nearly 35 years of practice history, we have represented many on 2 or 3 generational transitions while growing larger, more valuable businesses.

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Shareholder Liquidity

Periodically shareholders in privately owned businesses need some liquidity. Most often such liquidity does not require the sale of the business. However, tension can develop between the capital requirements of the business and the liquidity needs of shareholders.

Results

RESULTS

We have helped design, implement and often arrange financing for internal or external liquidity plans that have generated in excess of $9 billion of liquidity for shareholders.

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Business Growth Shareholder Liquiedity Company Capitalization Generational Transition