A Private Investment and Management Consulting Firm

Since 1998, the firm continue to provide clients with outstanding professional services.  We also make direct investments in early stage companies. We have built a stellar reputation by aligning our goals with our clients.  We maintain a shared focus on producing results throughout the firm for our clients. ​

Recently, one of our team members was stalked and another’s identity was compromised.  We believe that these team members were targeted based on the nature of the industries that we do business in and serve.  We pride ourselves on being open and transparent, but we have come to a crossroad.  Consequently, we are removing all professional and personal information about our team members from our website in order to reduce our exposure to cyber and other personal risk.  Most of our investment opportunities and consulting engagements are sourced from our professional network, personal relationships, community service, philanthropic activities or by attending meetings or conferences.  We encourage all potential clients or interested parties to call our offices.  We will be glad to connect you to the personnel that can help you address your problem or need.  Thank you for your understanding.

our values

The firm was founded on the following values:

  • Honesty and Integrity,
  • Pursuit of Excellence,
  • ​Winning in the Marketplace,
  • Team work,
  • Accountability,
  • Operational Efficiencies,
  • ​Investing in Innovation & Technology,
  • Charitable Giving

To make a positive difference in the world by leveraging capitalism to solve problems for our clients.

Our team

Our Mission

Who We Are