Overview

To consolidate firms under a single, well-established investment philosophy to be taken public.

We have achieved numerous successes over our 50-year history, including global M&A, fairness opinions, and, of course, investment management.

We have authored three texts utilized by the CFA Institute.

We founded and managed one of the fastest-growing firms in the US.

We managed the #1 mutual fund in the nation.

Our consulting firm charged $350K for comprehensive company research, which cannot be replicated elsewhere due to our meticulous financial analysis across all key areas. Our risk assessment, including the cost of capital, factors in all known and potential risk departments, including sovereign, litigation, input costs, insurance, tax, patents, etc.

We recommend initiating a discussion to explore further.

WHAT YOU RECEIVE:

A diversified portfolio of robust firms, all with the potential for positive cash flows.


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within 6 months

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