We invest in businesses that our current team is able to serve best. Our history and founding partners’ vision only guide our principles, values and beliefs, but our choices, decisions and day-to-day targets are driven by our current and future teams, their passion and their capabilities.
People redefine the
Power of
Possibility
Photo
Courtesy of Max Touhey
Here are some of the core portfolio businesses, products and services defined by associates who joined our team in 2024 and 2025.
Venture Capital Segment
An associate pitched that VC segment to one of our Junior Partners 2 years ago.
Another associate the year after defined the program for what it is today
Results: This segment provides an unparalleled revenue acceleration boost to our firm’s income across the entire firm
Public & Private Valuations
Our best seller, largest ticket-size service across the past decade has been valuation services. This would not have been possible without the initiative from our newest joiner at the time and her courage to step up and redefine the core of our best selling and most competitive offering.
Every business or client target segmentation strategy we worked on in 2024 has been defined by an associate, not a partner.
An essential task right after discovery phase for every business or client we work on is for an associate to reimagine their segmentation strategy and business model.