The Value Proposition – How It’s Constructed


Through team relationships and a global M&A network, that include international law firms and broker/dealers, deal flow scenarios originate. To qualify, each must (1) solve a problem, (2) cut costs, and/or (3), represent a new and better customer experience.

Within our proprietary “hybrid PE fund™”model, we apply seven (7) operating criteria focused upon the following:

  • an operating history reflecting profitability
  • a net revenue history with higher standard sustainable margins
  • a diversified client base & cross-selling ability
  • a management team with depth of talent and industry knowledge
  • Fintech products or services with expanded R&D capability
  • industry liquidity event range – $250M-$3B
  • justifiable and sustainable valuation