Partner for Independent Firms

We partner with high quality asset management firms to solve succession, liquidity and other capital needs.

Partner Firms

Aligning Interests for Long-Term Success

Our private, permanent capital platform and transaction structure supports multi-generational partnerships and long-term alignment of interests.

Our Solution

Enhancing Partner Firm Capabilities

Our focus is to help our partners enhance and extend their capabilities to allow them to achieve their long-term potential.

Value Add

Providing Successful Outcomes

Our team has a proven track record for navigating the complexities of ownership transitions for asset managers.