Every client is unique with distinctive circumstances and needs. Each assignment has a primary advisor who is backed by a small team of supporting executives. The  teams are assembled to achieve specific business objectives with both operating and strategic consequences.

In most cases, our advisors will have years of management experience in the relevant industry. We do not conduct "Monday Morning" studies  or provide detailed, written product to be handed over to the board. Instead we collaborate -- frequently assuming operating roles or working side-by-side with senior executives who need temporary support.

Selected Engagements:

    BanKCap Partners       Private equity fund start-up

    First Private Bank        Start-up

    Texas Capital bank     IPO Advisory, M&A Advisor

    XYZ Bank                     FDIC Advisory Assignment

   

    Aperion Group            Strategic direction, Operating Support

    Detwiler, Mitchell & Company

                                Strategic Direction, Operating Support

                                Re-Start   

   

    DeviceFidelity              Start-up

    Select Payment Processing

                                Operating Support, M&A Advisory

    Healthy Advice Networks       

                                          Operating Support