Independent Second Opinions for Investors and Owners.
We combine decades of institutional credit experience with real world perspectives to deliver clear, unbiased and independent insights. Whether investing public companies or advising private companies, we leverage the experience in investment research, market analysis, cash flow modelling and valuation to provide independent insights. We serve investors through insights into fixed income and private credit, while we serve business owners through financial clarity and strategic guidance. We serve our clients via second opinion reviews and ongoing advisory support.
How we help
Often decisions do not fall cleanly into a single category or functional role. Brokers transact in products and services. Lawyers focus on legal aspects. CPAs focus on accounting compliance. We provide cross-functional, investor-grade analysis across both public and private markets.
Trained by investment banks and hedge funds, our team understands financial analysis, credit investing and how investors think about companies. We apply these skills to construct fixed income and private credit portfolios, as well as provide financial insights and strategic support to owners.
Two Tracks of Support
Owner Solutions
Stage: Founding & Growth
Stage: Expansion & Acquisition
Stage: Transition & Succession
Investor Solutions
Mandate: Institutional Fixed Income
Mandate: RIAs/HNW
Mandate: Private Credit
We offer two ways to help.
Second Opinion Reviews
For an affordable price, we offer a cross-functional, independent perspective. We do not offer legal, accounting or tax advise. We leverage our decades of experience in financial analysis, credit investing, and portfolio management to offer clear, independent assessments. For investors, that tends to be focused on portfolio solutions. For owners, that tends to be focused on business solutions.
Independent Strategic Advisory
We can provide ongoing support for investors through outsourced fixed income trading and management, as well as private credit manager reviews. For owners, we can provide support for strategic transactions, such as capital raising, asset sales or M&A due diligence. Our solutions vary by the investor mandate and the owner lifecycle stage.
Second Opinion Reviews
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Investors
We provide investors with an independent perspective and ongoing advisory for fixed income and private market assets. We segment the investors that we work with into three core mandates: (1) Institutional allocators, including pensions and endowments (2) Retail investors, including Registered Investment Advisors and High Net Worth Individuals (3) Private Credit Lenders.
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Owners
We provide business owners with independent strategic reviews, designed to be a “second set of eyes” and a “safe pair of hands” for owners that wish to improve their businesses. We segment the owners that we work with into three core lifecycle stages: (1) Founding and Growing (2) Expanding and Acquiring (3) Transitioning and Exiting.
Independent Strategic Advisory
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Investors
We provide investors with an independent perspective and ongoing advisory for fixed income and private market assets. We segment the investors that we work with into three core mandates: (1) Institutional allocators, including pensions and endowments (2) Retail investors, including Registered Investment Advisors and High Net Worth Individuals (3) Private Credit Lenders.
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Owners
We provide business owners with independent strategic reviews, designed to be a “second set of eyes” and a “safe pair of hands” for owners that wish to improve their businesses. We segment the owners that we work with into three core lifecycle stages: (1) Founding and Growing (2) Expanding and Acquiring (3) Transitioning and Exiting.
About Us
We fill the gap between other professional services with cross-functional, investor-grade analysis across public and private markets.
Our team has managed billions in fixed income assets as well as reviewed and modelled hundreds of companies across sectors and business cycles.
Coupled with this is our experience in private markets, which gives us a unique lens on how capital, regulation and real assets intersect.