We believe our approach produces superior long-term outcomes for our clients.
What we do
What we don't do
What we do
We are true partners with our clients and work with only their agenda in mind.
We focus on individual companies, not industries.
We take a rigorous and holistic approach in our work: stepping back, considering the broad context, questioning assumptions, challenging conventional wisdom and assessing the full range of alternatives.
We pursue long-term value creation.
What we don't do
We are not a lender to our clients nor are we a customer; we do not have an alternative agenda.
We do not bank industries. The coverage model of all bulge-bracket firms, and many independent firms, requires them to work with many clients in any given industry, not just an individual company. This model creates conflicts of interest.
We do not rely on short-term transaction or financing opportunities to drive our success.
We have not worked with activist investors and will not work with them to pursue short-term gains. All bulge-bracket firms, and many independent firms, provide products and services to activists, ranging from loans and trading services to full-blown investment banking and advisory services. This model creates conflicts of interest.