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PROFESSIONALS

Senior judgment stays close
to the work.

A team of investment banking, operating, capital markets and industry professionals focused on consequential middle-market transactions.

MANAGING DIRECTORS

The people at the table.

Every engagement is led by a Managing Director from first conversation through closing.

ADVISORS

Advisors and Senior Industry Advisors.

ADVISOR

Richard M. Cohen

President of Richard M Cohen Consultants; former Founding Partner of Chord Advisors. Current boards: Ondas Holdings (NASDAQ: ONDS) and Great Elm Capital (NASDAQ: GECC). Wharton BS, Stanford MBA, NYS CPA.

ADVISOR

Mark Ostroff

30+ years in investment management and alternatives. Managing Director and Wealth Advisor at Cresset; previously Goldman Sachs, Morgan Stanley, Kidder Peabody and Lazard. MBA, University of Chicago; BS, Wharton.

SENIOR INDUSTRY ADVISOR

T. Joseph Fisher, III

Over thirty years with Energizer in key executive roles; former CEO of Contour Energy Systems. Founder of JCF International.

SENIOR INDUSTRY ADVISOR

Abbas Mohaddes

Former CEO and Director of Iteris (NYSE: ITI); internationally recognized expert in intelligent transportation.

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START THE CONVERSATION

Considering a transaction?

Every engagement is senior-led and confidential, from the first conversation onward.

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