Investment Bank/Securities Brokerage - Princeton, NJ, us
35 years institutional investment industry experience spanning investment management, investment research, and public company governance. For select engagements in critical matters, we have provided confidential strategic advisory services informed by our senior roles in the public company ecosystem. Also, founder/manager of limited partnership long/short sector fund targeting durable gains with capital preservation across periods of market volatility. We offer unique perspective and effective counsel for corporate leaders who may be challenged to improve investment community perceptions, or for fund managers who need to refine product positioning for gatekeepers and other allocators. We collaborate with, and amplify, existing internal teams or outside service providers. We do not supplant these resources. Our single objective is to assist executive management efforts to raise company valuation and reduce cost of capital. Similarly we team with investment managers to energize awareness among allocators to improve asset flows. Experienced. Thoughtful. Independent. Credible. Collegial. Confidential. Always.Tell us your story. If we see a fit, we will offer pathways to value creation.
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