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Our mission, simply stated, is to help talented management teams leading companies with strong fundamentals to best meet their needs for capital and strategic growth. To this end, we incorporate the following philosophy into our daily activities:
We customize financing solutions… without “pushing” products or services to fulfill each client’s unique needs within the context of its strategic plan.
We are fierce advocates for our clients…and structure transactions to maximize their valuations and best interests.
We value integrity, hard work and creativity….equally with teamwork, relationships and balance in our lives.
We employ a targeted and discreet approach…to minimize unnecessary market awareness and avoid undesirable business distractions or disruptions.
We provide high-levels of senior attention to each client…during all stages, from initiation through closing.
We are thorough…and perform extensive diligence and analytics to understand our clients’ strengths and the issues they face.
We deliver experience…gained at top Wall Street and international firms, including: Alex. Brown & Sons, Bankers Trust, Deutsche Bank, Gibson Dunn & Crutcher, Goldman Sachs, Houlihan Lokey Howard & Zukin, IBM, ING Barings, KeyBanc Capital Markets, J.P. Morgan, Lazard Freres & Co., Morgan Stanley, PaineWebber, UBS Investment Bank, and Union Bank.
We are beholden only to our clients…and are not conflicted by providing trading, published research, brokerage, retail, individual accounts, or syndicated deals.
We maintain deep relationships and friendships with capital sources worldwide…enabling us to quickly access financing for our clients.
We respect our clients’ challenges, as we personally have:
- Borrowed money as principals
- Bought and sold companies for our own accounts
- Controlled private and public companies, large and small
- Taken companies public and private
- Taken significant capital risk
- Provided personal guarantees
- Met payrolls
- Taken R&D / prototype risk
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