Tightly-Controlled and Proprietary List of like-minded Investors

Accredited Investors*


WE ARE PLEASED TO OFFER ACCREDITED INVESTORS* ACCESS OUR DEAL FLOW


We maintain a tightly-controlled and proprietary list of like-minded investors. This is not an invitation to invest in a fund or a specific security. We will still pre-qualify you for accredited investor status before making any introductions on specific opportunities.

Thank you for your interest


* This Site and its investment verification (the “Site”) is intended for “U.S. persons” only (as outlined by Rule 902(k) under the Securities Act of 1933, as amended). The Site and the content therein does not constitute an offer to sell or a solicitation to purchase any securities or investment advisory services in any country or jurisdiction in which such offer or solicitation is not permitted by law. For purposes of such Rule 902(k), “U.S. person” means:


  1. Any resident in the United States who is natural person;
  2. Any corporation or partnership organized or incorporated under the laws of the United States;
  3. Any estate of which any administrator or executor is a U.S. person;
  4. Any trust of which any trustee is a U.S. person;
  5. Any branch or agency of a foreign entity located in the United States;
  6. Any non-discretionary account or similar account (other than an estate or trust) held by a dealer or other fiduciary for the benefit or account of a U.S. person;
  7. Any discretionary account or similar account (other than an estate or trust) held by a dealer or other fiduciary organized, incorporated, or (if an individual) resident in the United States; and

Any partnership or corporation if:


  1. Organized or incorporated under the laws of any foreign jurisdiction; and
  2. Formed by a U.S. person principally for the purpose of investing in securities not registered under the Act, unless it is organized or incorporated, and owned, by accredited investors (as defined in Rule 501(a)) who are not natural persons, estates or trusts.

The following are not “U.S. persons”:


  1. Any discretionary account or similar account (other than an estate or trust) held for the benefit or account of a non-U.S. person by a dealer or other professional fiduciary organized, incorporated, or (if an individual) resident in the United States;
  2. Any estate of which any professional fiduciary acting as executor or administrator is a U.S. person if:
    1. An executor or administrator of the estate who is not a U.S. person has sole or shared investment discretion with respect to the assets of the estate; and
    2. The estate is governed by foreign law;
  3. Any trust of which any professional fiduciary acting as trustee is a U.S. person, if a trustee who is not a U.S. person has sole or shared investment discretion with respect to the trust assets, and no beneficiary of the trust (and no settlor if the trust is revocable) is a U.S. person;
  4. An employee benefit plan established and administered in accordance with the law of a country other than the United States and customary practices and documentation of such country;
  5. Any agency or branch of a U.S. person located outside the United States if:
    1. The agency or branch operates for valid business reasons; and
    2. The agency or branch is engaged in the business of insurance or banking and is subject to substantive insurance or banking regulation, respectively, in the jurisdiction where located; and
  6. The International Monetary Fund, the International Bank for Reconstruction and Development, the Inter-American Development Bank, the Asian Development Bank, the African Development Bank, the United Nations, and their agencies, affiliates and pension plans, and any other similar international organizations, their agencies, affiliates and pension plans.
Maximizing Seller Value

Maximizing seller value in mergers & acquisitions

Tell us about your M&A needs


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Our M&A Process

Mergers & Acquisitions Advisory
for the middle market.
  • Strategic Planning

  • Assess Financial Readiness

  • Align M&A Criteria

  • Research Target Industry

  • Target List Building

  • Target Outreach

  • Engage Targets

  • Letter of Intent (LOI)

  • Due Diligence

  • Closing

  • Target Integration