This website is designed for display in modern browsers. Your browser is not currently supported. Please use the latest version of Chrome, Opera, Firefox, Safari or Edge.
Our unique partnership approach enables each of our Affiliates to preserve their distinct entrepreneurial culture and alignment with clients.
We provide the advantages of a long-term strategic partnership as we invest capital and resources in and alongside our Affiliates – through strategic and business development advice, growth capital, product development, and capital formation capabilities – while our partner firms retain their operational autonomy and investment independence.
We adapt our solutions to our Affiliates’ unique strategic opportunities to create further success together:
Our unique partnership approach enables you to preserve your firm’s core strengths — your entrepreneurial culture, your investment focus, and your alignment with clients.
We provide the advantages of strategic partnership while you retain your operating and investment independence to evolve according to your vision for the future.
Our proven capabilities, across strategic and business development, growth capital, product development, and capital formation, can enhance your competitive position and business diversity.
We adapt our partnership solutions to your unique opportunities, collaborating with you as you navigate the complexities of the marketplace, build on your success, and position your firm to benefit from evolving client needs.
Our proven expertise in long-term strategic planning and aligning incentives across generations of management helps you build on the distinct advantages of your enduring franchise.
We partner with you to enhance your evolution toward new opportunities and your next phase of success.
We offer financial advisors and their clients access to investor-led independent managers with differentiated investment solutions that are essential to fulfilling long-term client portfolio investment objectives.
1 EBITDA represents LTM as of 12/31/22.