Our Approach
Without self-interest or ego, we apply insights we have gleaned from decades of experience to serve our clients' best interests.
How We Work
With no investment banking services to sell, we focus entirely on the best interests of our clients.
Our advice is shaped solely by what is in the best interest of the company, the Board and its shareholders — not by an underwriting fee, an M&A mandate or a future cross-sell.
With expertise in finance, strategy, shareholder voting, communications and corporate governance, we deliver multi-disciplinary advice.
Special situations rarely fit a single professional discipline, so our team develops advice by drawing on expertise from multiple disciplines — keeping strategy coherent from the first move to the final vote.
With confidence derived from decades of experience, we have the courage to provide clear input in otherwise confounding situations.
Every corporate crisis is unique and complex; our experience empowers us to provide insightful assistance, even when the future is uncertain.
What we believe
The companies that navigate contested situations most successfully are the ones that prepared well before the challenge emerged. We help clients identify their vulnerabilities, pressure test assumptions and rehearse their responses while time and flexibility are still on their side.
Boards win when shareholders understand them. We help clients translate strategy, governance and capital allocation into a narrative that institutional investors find credible.
In high-stakes situations, the decisions a board makes are inseparable from the process used to reach them. A disciplined, well-structured process protects both the integrity of the decision itself and the directors and executives responsible for making it.
Speed matters, but so does composure. We help clients move quickly without overreaching — and without conceding ground that's hard to win back.
Core Principles
Our advice is grounded in the context of a situation and is practical and realistic. We are not dogmatic.
We are guided by decades of experience. We do not advise based on theory.
Our clients' time is always more valuable than our own. Our schedules are always more flexible than those of our clients.
We aim to provide options to our clients that are creative and flexible, but never unduly risky.
We acknowledge that good ideas can come from anywhere and are always open to the input of other experts.
Our clients' confidential information will always remain confidential.
A single good insight, negotiating approach or turn of phrase can be more valuable than pages and pages of middling ideas.
Incentives drive behavior. Our interests are aligned with those of our clients.
