Open ↗01 · Founders
Photo Tiberido · CC BY-SA 4.0Capital with rootsBuilt for generations
Private equity and financial consulting for founders, families and investors who think in decades, not quarters.
Operations · Miami · Palm Beach · Medellín
Pinus longaeva · The bristlecone pine lives nearly five thousand years. Endurance, built ring by ring.
Photo Rick Goldwaser · CC BY 2.0Sequoia sempervirens · Redwoods grow for two thousand years and stand by interlocking their roots: patient compounding, held together.
The FirmWhere companies become capital,
and capital becomes legacy.
Design · Structure · Invest · Endure
Every tree that endures stands on roots no one sees. We build that system beneath your company: the structure, the capital and the plan for who carries it next.
Our principlesPractice areasI · V
- IFractional CFOSenior finance leadership, without a full-time hire.
- IICapital Structuring & SPVsThe right mix of debt, equity and investment vehicles for what comes next.
- IIIStrategic ValuationAn independent view of what the company is worth, and why.
- IVSuccession & Family CapitalPreparing the next generation and the structures that will hold the estate.
- VCo-investmentWhere conviction is shared, we may invest alongside our clients, on aligned terms.
Taken on their own or together. Always led by a partner.
All practice areas
IFractional CFO
Open ↗Aligned with you, by design.
I
Rooted
We grow deep before we grow wide,with relationships held for life.
II
Focused
Few engagements, each givenour full and undivided attention.
III
Committed
We commit to the outcome, not thehours. We stay until it holds.
IV
Discreet
Like roots, our work holds it allup and stays out of sight.
Open ↗
Open ↗02 · Families
Preparing thenext generation.
Open ↗03 · Investors
Finding whatothers overlook.
Open ↗04 · Talent
Peak earnings intocapital that lasts.
Who we serve
For those at a turning point.
Every legacy beginswith an introduction
Every inquiry is received personally by a partner of the firm.