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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.