Our Process

Strategy FrameworkSM

Get maximum impact and the highest probability of success with your various initiatives with our proprietary process and strategic framework of Rigorous Analysis, Dynamic Synthesis, Bold Strategy, and Decisive Execution.

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Our Products

Growth • Capital • Exit

Take your company to the next level, gain access to the capital you need, and exit on your terms when the time is right with our flat-fee offerings. 

Drives proven value creation for entrepreneurs.

GROWTH
ADVISORY

Precisely matched growth capital for entrepreneurs.

ACCESS TO
CAPITAL

Maximizes the exit process for entrepreneurs.

EXIT
OPTIONS

Our Platform

Capital Transaction ManagementSM

Quickly and successfully source, diligence, structure, close and monitor debt, equity, and buyout transactions with the leverage of our AI-powered fintech software platform.

PREPARE

Delivering significant value while preparing for a transaction

CAPITAL
REALITY

SOURCE

Precisely matching deals based on thousands of search criteria

CAPITAL
MATCHING

DILIGENCE

Delivering deep insight at high velocity with standardized profiles

CAPITAL
DECISIONS

STRUCTURE

Focusing effort on deal structuring, not data gathering and analysis

CAPITAL
ALLOCATION

CLOSE

Enabling higher close rates without deal fatigue

CAPITAL
TRANSACTION

MONITOR

Ongoing performance analysis contributes to value creation

CAPITAL
RETURNS

Our People

Entrepreneur / Veteran Led

Access a leadership team with a high-level of dedication and mission accomplishment that have served as elite warriors in a combat environment and have started, led, and sold businesses. We understand you because we’ve walked the same journey you’re on and we understand the challenges, stresses, and joys of entrepreneurship.

businesses started, led, and sold

financing and exit transactions led as advisors

countries explored

growth advisory engagements