Financial services
We work with funds, family offices, wealth and advisory firms, and the companies they back.
The market we work in
Financial services runs on relationships, and most of the work that matters happens before anyone runs a process. A fund late in its deployment window behaves differently to one that has just closed, and a family office making its first direct investments needs different introductions to one that has invested for decades.
We read those signals across all three lanes. A fund is a source of capital, a buyer of assets and a recruiter of operators for the companies it owns, so one view of the market serves all three: capital for its companies, dealflow for its thesis, and talent for its portfolio.
What we cover
- Private equity and private credit
- Family offices
- Wealth and advisory firms
- Portfolio companies and founder-led businesses
Across the three lanes
Capital
Introductions to private equity funds, private credit providers and family offices, and investor relations for the companies they back.
Talent
Interim and fractional CFOs, finance leaders and board members for portfolio companies and founder-led businesses.
Dealflow
Origination for funds and acquirers with a defined thesis, and qualified introductions for wealth and advisory firms.
Typical mandates
- A fund late in its deployment window, looking for situations that fit
- A new owner rebuilding the finance function after an acquisition
- A wealth or advisory firm looking for qualified introductions
- A family establishing a single-family office