What We Do

The advice changes by seat.
The standard never does.

Whatever the role — investor, fundraiser, operator, executive — the brief is the same: get the outcome right.

Recent Mandates

Managing Director · Credit Investing · New York Head of Investor Relations · Long/Short Equity · London Partner · Growth Equity · San Francisco CFO · Multi-Strategy Hedge Fund · Greenwich Senior VP · Distressed Credit · New York Head of Capital Formation · Private Equity · Boston Portfolio Manager · Quantitative Equity · New York Director of Compliance · Family Office · Miami Principal · Venture Capital · Palo Alto Head of Research · Macro Hedge Fund · Connecticut

Long-standing relationships across major financial hubs globally.

01

Investment & Deal Teams

Example Mandates

Partner · Tier 1 Global Venture Capital Fund · San Francisco
Managing Director · Special Situation Credit Fund · New York
Principal · Growth Equity · Dallas
Portfolio Manager · Major Activist Hedge Fund · New York
Vice President · Private Equity · Chicago
Associate · Venture Capital · San Francisco
Analyst · Hedge Fund · New York

02

Investor Relations & Capital Formation

Example Mandates

Head of Investor Relations · Long/Short Equity · London
Head of Capital Formation · Private Equity · New York
Managing Director, Capital Markets · Credit Platform · Miami
Vice President, Investor Relations · Growth Equity · San Francisco
Director, Strategic Partnerships · Multi-Strategy Hedge Fund · Greenwich
Associate, Investor Relations · Private Equity · New York
Analyst, Capital Formation · Credit Fund · Dallas

03

Finance, Operations & Compliance

Example Mandates

Chief Financial Officer · Multi-Strategy Hedge Fund · Greenwich
Chief Operating Officer · Special Situation Credit Fund · New York
Chief Compliance Officer · Family Office · Miami
Head of Valuations · Private Equity Platform · Chicago
Controller · Venture Capital Fund · San Francisco
Associate, Fund Operations · Hedge Fund · New York
Analyst, Compliance · Credit Platform · Miami

04

C-Suite & Board

Example Mandates

Chief Executive Officer · Asset Management Platform · New York
President · Private Credit Fund · Dallas
Independent Director · PE-Backed Portfolio Company · Los Angeles
Chief Investment Officer · Family Office · Miami
Chair, Investment Committee · Multi-Family Office · Palm Beach

05

Healthcare Investing

Example Mandates

Partner · Healthcare Growth Equity · San Francisco
Principal · Biotech Venture Capital · Boston
Vice President · Healthcare Services Private Equity · Dallas
Senior Associate · Medtech Investing · New York
Head of Strategy · Digital Health Platform · Miami
Associate · Healthcare Venture Capital · San Francisco
Analyst · Biotech Investing · Boston