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.
Choose one of the following:
Direct investment planning
Direct investment execution - finding a new direct investment
Direct investment development - actively increasing the value of a direct investment post-closing
Direct investment oversight - governance and reporting services for direct investments
Raising capital for my business from a family office
Increasing the value or profitability of my existing business
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?
Transportation & Logistics
Food & Beverage
Construction & Building Products
Metals & Mining
Do you need capital for?
Do you need assistance with:
Are you a:
First generation family office
Multi-generational family office
Family business holding company
Range of capital you are seeking to invest:
$5MM - $10MM
$10MM - $15MM
$15MM - $25MM
$25MM - $35MM
$35MM - $50MM
$50MM - $75MM
$75MM - $100MM
What type of direct investment planning support do you need?
Family Competencies & Objectives
Investment Policy Statement
External & Internal Research
Direct Investment Strategy
Direct Investment Allocation
What type of direct investment execution support do you need?
Research & Opportunity Targeting
Family Partnering Origination
Sole Investment Origination
Formal Evaluation & Implementation Services
Governance & Performance Oversight Plan
Are you willing to consider a minority interest?
Range of capital you have invested in this business:
What type of direct investment development support do you need?
Corporate Development Plans & Implementation
Market Facing Strategy
Business Process Capacity Improvement
Value Optimization & Realization
Outsourced Implementation Support
Short- to Long-Term Development support
Do you own a controlling interest in your business?
Does your business have a fiduciary board of directors?
What type of oversight support do you need for your direct investments?
Operating Partner Services
Board, Advisory Board & Committee Services
Performance Monitoring & Reporting
Liquidity Management & Risk Analysis
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?
The company's Incorporated Name:
Year of Incorporation:
Waterfront Corporate Park Two
2100 Georgetown Dr.
Sewickley, PA 15143
CONNECTICUT23 Vitti Street
New Canaan, CT 06840
7 Portland Mews
London, W1F 8JQ