A boutique corporate finance firm drawing on 25 years across banking, real estate and business-building.
A corporate finance boutique with an edge.
What do we have that many corporate finance firms don't?
Experience building a business as a founder. Raising money to fund a startup, then selling the business. Taking a startup to market as an early employee.
A grounding in business development. Bootstrapping to revenue. Making 100 sales calls a day. Pitching investors, and feeling the rejection when it doesn't go to plan.
A foundation in financial planning. The discipline of a deep fact-find: the hard facts (income, assets, liabilities) and the soft facts that decide whether an opportunity is right for someone. Attitude to risk. Tolerance of risk. Capacity for risk.
The same discipline at institutional level, as a broker consultant in wealth management, raising millions in funds under management.
All of this backed by technical study in corporate finance, investment management, financial planning and mortgage advice.