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We don’t hand clients between departments. Whichever combination of these you need, one advisor coordinates all of it.
A family-owned manufacturer needed to buy out a retiring partner without disrupting operations or ceding control. We structured a recapitalization combining senior debt and a minority equity placement, preserving family ownership while unlocking $18M in growth capital.
No. 24–03
Structured a recapitalization preserving family control while unlocking $18M in growth capital.
No. 23–11
Ran a competitive sale process that raised the winning bid 22% above the initial offer.
No. 23–07
Diversified a founder’s post-IPO holdings into a tax-efficient, risk-balanced portfolio over 18 months.
No. 22–19
Built a phased handoff plan between founder and second-generation leadership, with financial and governance milestones.
No. 22–04
Structured a recapitalization preserving family control while unlocking $18M in growth capital.
No. 21–15
Reduced projected estate tax exposure by 31% through trust structuring and staged gifting.
Boutique financial advisory for founders, executives, and family offices — building capital strategy meant to outlast a single market cycle.
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