Our Mission

We will always act with the highest level of integrity.  Our clients’ interests come first.  Our advice and recommendations are independent and firmly grounded in fact-based, empirical and rational analysis.  Critical thinking is paramount.

Our insights are informed by a holistic, 360-degree approach, comprised of relevant experience, technical expertise, sober judgment, and a clear-headed assessment of available alternatives – including those that are neither obvious nor previously considered.

We understand the distinction among objective analysis, consensus-building, advocacy and compromise, and know when each is required.

We conduct ourselves in a professional manner at all times, as the way in which we project ourselves reflects upon our clients and market relationships.  

Pragmatism has its place in service of our clients’ objectives, and we will allow neither personalities, ego nor alternate agendas to distract from achieving optimal client outcomes.

We recognize as financial professionals that we are part of a dynamic commercial ecosystem and that collaboration, fair play and the cultivation of long-term relationships are essential.

While expert in developing and communicating complex financial, situational and transactional analyses, we understand that our clients and their objectives cannot simply be reduced to numbers or words on a page.  Our work advances the aspirations and well-being of organizations comprised of living, breathing people.

Finance and corporate governance can be interesting and even fun in their own right, but balance is imperative and outside interests make us who we are.  Our switch is not broken in the “on” position.