Alternative Investments

Areas of expertise:

  • Portfolio Company Executive Management
  • Investment/Deal Professionals
  • Fund Leadership and Succession Plans
  • Compliance/Risk Officers
  • Board Members and Independent Trustees
  • Investor Relations and Capital Raising Professionals

Investment and Corporate Banking

Positions we commonly work on:

  • Leveraged Finance
  • Financial Sponsor Coverage
  • Restructuring Advisory
  • Valuation/Transaction Services
  • SVP, Asset-Based Lending
  • Portfolio Analyst/Asset Manager
  • Chief Credit Officer


Positions we commonly work on:

  • Controller/Director of Accounting
  • Chief Financial Officer
  • Tax Manager/Director
  • Corporate Development/M&A
  • Treasury

Private Equity Consulting Services

  • Develop and manage portfolio models or train the finance team to manage
  • Calculate, analyze, report and anticipate internal and external portfolio requests
  • Calculate scenarios and their impact on the portfolio including early sales, upside and downside cases
  • Institutional-quality Excel models for Real Estate Assets including Office, Hospitality, Multifamily, Development, Retail
  • Create ARGUS models to assist in purchase or sale of investments