We have successfully navigated all aspects of the lifecycle of companies and investments: 

• Starting a company,
• Management mentoring and interim management,
• Board of Director services,
• Being the first investor in founder controlled firms,
• Completing follow-on private financings,
• New strategic customer and supplier relationships,
• IP licensing,
• Providing senior management services,
• M&A exits and buildups,
• Managing public financings and investor communications.

We often work closely with other advisors by providing the guidance, strategy, coaching and execution of a plan to get a company through an IPO, private offering, sale or merger.   We help bridge the gap between the often-conflicting goals and fiduciary interests of investors, Board Members and management.

Our record of producing liquidity through M&A covers a variety of situations including:

• Sale of “zero revenue” advanced technology firms for substantial gains,
• Sale of distressed firms with complex capital structures,
• Sale of publicly held firms,
• Divestitures and licenses,
• Recapitalization and MBO of firms,
• Reverse merger of a private firm into controlling a public firm,
• Merging two or more private firms coupled with a simultaneous financing.