INVESTMENTS

Co-Investing Alongside Our Clients

In addition to our advisory services, we have the capability to selectively co-invest alongside our clients in support of growth initiatives, buyouts, turnarounds or specific shareholder objectives, through our Opus investment affiliate.  While we typically will focus on small, minority investments in conjunction with other equity investors, our firm will also consider lead investment opportunities on small transactions.

Our role as an investor is to support our clients’ growth and value creation initiatives, while providing high-level strategic advice and transaction support where relevant.  We view client co-investments as further validation of our clients’ business models and our commitment to work closely with our clients on a long-term basis.