One of the key factors to our success in serving clients is aligning management’s business plan with the investors’ expectations. We call this “goal congruency.” Broadly defined, we begin working with management to build the company for the benefit of all stakeholders. In some instances we will consider a director position in a public company.

We can also take a direct role in the operations of client companies, working beside management to increase value. We leverage our investment expertise, operating experience, as well as our extensive network of relationships with operating executives and potential strategic partners. We will help set up a Capital Pool Company (CPC) and consider staying on as a director, or in a business development, or capital markets position to assist in M&A post the merger with the Qualifying Transaction target (QT).

Our team is extraordinarily disciplined in evaluating financial and operating requirements in order to create and implement growth and profitability strategies. Recruiting assistance and opening doors for our clients are also our strengths.