Strategic Outlook

  • Emphasize relationships over transactions
  • Be hands-on; bringing industry and financial expertise, strategic alliances, and other value-add
  • Utilize direct operating experience of team members (at various stages of business lifecycles — from venture start-ups to project development and portfolio management)
  • Maintain deep, long-term connections with sustainable and socially responsible corporate, academic, and foundation networks
  • Access advisors comprised of respected business leaders in investment banking, private equity, public finance, real estate, and green and clean technology
  • Consider partnership relationships with select clients, where proprietary capital may be invested into advisory transactions
  • Assist promising companies to create long-term value, drive profitability, and increase institutional marketability