Request More Information

We would be pleased to provide prospective clients with more detailed information about our capabilities. The information requested below will enable us to send you information relevant to your inquiry. Thank-you for your interest.

 

SECTION ONE

Choose one of the following:

SECTION TWO

Is your business family owned or controlled?

Does your business have at least $5 million in annual EBITDA?

Does your business operate in one or more of these 12 industry segments?

Do you need capital for?

SECTION TWO

Is your business family owned or controlled?

Does your business have at least $5 million in annual EBITDA?

Does your business operate in one or more of these 12 industry segments?

Do you need assistance with:

SECTION TWO

Are you a:

Range of capital you are seeking to invest:

What type of direct investment planning support do you need?

SECTION TWO

Are you a:

Does your business operate in one or more of these 12 industry segments?

Range of capital you are seeking to invest:

What type of direct investment execution support do you need?

Are you willing to consider a minority interest?

SECTION TWO

Are you a:

Does your business operate in one or more of these 12 industry segments?

Range of capital you have invested in this business:

What type of direct investment development support do you need?

Do you own a controlling interest in your business?

Does your business have a fiduciary board of directors?

SECTION TWO

Is your business family owned or controlled?

Does your business have at least $5 million in annual EBITDA?

Does your business operate in one or more of these 12 industry segments?

What type of oversight support do you need for your direct investments?

Do you own a controlling interest in your business?

Does your business have a fiduciary board of directors?

SECTION THREE

Primary Contact:

First Name:

Last Name:

Nickname:

Company Email:

Personal Email:

Office Phone:

Cell Phone:

Title or Position:

If this is a family owned company or family office, are you part of the family?

If you answered yes to the question above, then in what generation of the family are you in?

 

Company:

The company's Incorporated Name:

Headquarters Address:

Year of Incorporation: