Your Objective Asset

BUSINESS ADVISORY

We collaborate with small and mid-sized enterprises to define what success looks like.  We will go through a 6-step process as part of our initial strategy session, and we’ll create a comprehensive plan to help execute an actionable strategy to achieve your goals and metrics.  Our work is guaranteed.  

M&A

We work with entrepreneurs who want to sell or exit their company.  With personal experience selling our own niche business, we know the challenges faced when going through this process.  We’ll work with various M&A platforms and private equity firms to identify buyers.

CAPITAL MARKETS / RISK MANAGEMENT

Risk management has always been a pillar in our world.  We have studied, managed, and taught risk for 30 years at the institutional level as well as at the individual level.  Our long-standing relationships with institutional clients and experience at multiple bulge-bracket banks can be leveraged into a real edge for our clients. 

PREVIOUS CLIENTS

Hedge Funds | Money Managers | Pension Funds