Corporate Finance
Help is available with making capital budgeting or capital structure decisions, or with managing working capital.
Financial Analysis
Proven expertise in budgeting, forecasting, scenario analysis, reporting, to help you gain insights to your business
Strategic planning
Long-term support is available to help you grow your business, and to assist with evaluating growth opportunities.
Fractional CFO services
If you are in the startup phase or too small for a full-time senior finance executive, we can help you manage costs efficiently.
We go the extra mile, and further...
Our principals have deep hands-on knowledge of the industries we specialize in. While no two businesses are the same, even in the same industry, our principals are equipped with the tools to collaboratively help you solve most business problems.
Small business
We deploy private funds to investments in small and medium sized enterprises in the consumer goods, educational services, and property management sectors.
Commercial Real Estate
We are currently exploring opportunities to invest in industrial, warehouse and multi-family properties (garden-style and mid-rise) in select metro areas in the easter half of the U.S.
E-commerce
Ecommerce can be challenging, whether you are selling the next best thing, or not we can help streamline the hard stuff, so you can concentrate on your business.
Manufacturing
We can help manufacturers with issues related to inventory, costing, improving profitability, pricing, streamlining operations, and cash flow, and more.
Real Estate
Dynamic excel-based financial models can be invaluable with helping you analyze commercial real estate acquisitions for multifamily, storage, or warehouse facilities
Other services
Sales tax return preparation, business plan writing, marketing plans, Excel-based financial models, and mentoring, are available on a case-by-case basis
E-commerce
Ecommerce can be challenging, whether you are selling the next best thing, or not we can help streamline the hard stuff, so you can concentrate on your business.
Manufacturing
We can help manufacturers with issues related to inventory, costing, improving profitability, pricing, streamlining operations, and cash flow, and more.
About the company
With over three decades of finance, accounting, marketing and alternative investments experience, we are well equipped to deliver above average performance to our partners while making an important contribution to the community at large.
How we apply ESG criteria to our selection of investments
We are a growing company with a well defined purpose, with principals who deep industry knowledge in the areas we specialize in, get in touch to learn about how we can help.
Our about
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