About Us

Our Story

We are frustrated former wall street professionals from major firms that want to focus on our true passion – solving problems and providing advice. Not having to focus on doing deals and generating revenue.

Our Teams have Deep Experience in Specialized Areas

Our teams are comprised of professionals whose deep experience includes credit research, data analytics, secondary private equity deal structures, and investment management.

We are strategic thinkers & passionate about achieving
your goals

We think strategically about your challenges and are passionate about achieving your goals.

Our culture values independent thought & results

Our culture focuses on independent thought driven by data analytics and results, which leads to long-term client relationships.

Contact Us

Please contact Stephen B. Lamont, Head of Business Development
To submit an inquiry, please click this link