While we serve clients from all types of industries and stages, the common traits that our clients share are that they are change-oriented, forward-thinking companies with ambitious goals and ingenuity. They value outside opinion that is rigorous and unbiased. More importantly, they want to do what is best for their business and are not afraid to make bold changes.
Forward-thinking | Bold | Ambitious
We work with independent investment banks and other financial intermediaries to quarterback all their analytical needs. From building merger models to putting together financing packages, we are able to turnaround quickly to meet transaction timelines and client objectives.
Real Estate Developers
We want developers to focus on building their masterpiece while we handle all their transaction structuring, modeling, and reporting needs. We work closely with developers to understand their project from the ground up, helping them analyze cap rates, debt structures, and return waterfalls, as well as providing transaction support at every stage of the development process.
VC & PE Funds
We work closely with venture capital and private equity funds to not only support their investment analyses but also to help their portfolio companies execute strategies and increase shareholder value. From capital raising to designing business models to finding new markets to enter, we are there to quarterback all their analytical needs.
As the world becomes increasingly complex, earning alpha consistently is a challenge for any portfolio manager. Using our strong modeling and capital markets foundation, we help PMs backtest, refine, and marry quantitative with fundamental strategies in a systematic, data-driven manner.