Dedicated Partnership Over Volume
Unlike large investment banks that manage dozens of concurrent mandates, we deliberately limit our client roster to provide white-glove service and full resource dedication.
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About us
Founded to bridge the gap between institutional advisory and hands-on execution. We recognized that growth-stage companies and PE firms need dedicated partners, not transactional relationships—advisors who work alongside them, not just for them.
What sets us apart
Unlike large investment banks that manage dozens of concurrent mandates, we deliberately limit our client roster to provide white-glove service and full resource dedication.
Our team has sat on both buy-side and sell-side, as investors and as operators. This dual perspective allows us to structure better outcomes and identify value creation opportunities that pure execution advisors miss.
We don't just execute your plan as-is. We actively collaborate with leadership to refine strategy, solve complex problems, source the right capital partners, and optimize outcomes throughout the process.
20 years of executive leadership has built trusted relationships across investment banks, family offices, private equity firms, project developers, technology providers, and strategic partners. Your advantage is our network.
Our approach
Thoughtful analysis and creative solutions to distinctive challenges
Comprehensive diligence and materials that position you for success
Meticulous attention to detail and client experience
Access to our curated network of experts, lenders, and strategic partners
Leadership
CEO & Founder
Seasoned finance professional and corporate advisor with 20 years of private equity, credit, project finance, engineering, executive leadership and management experience.
Managed investments and provided strategic counsel to 50 companies and organizations across retail, renewable energy, technology, life sciences, industrials, digital marketing, and eCommerce.
Track record includes launching a debt investment strategy from scratch, investing $250M into 26 companies while building equity portfolio using warrants and other instruments. Also built an energy investment strategy from scratch to execute special situation investment and acquire the largest BPO/third-party service provider to the US retail energy industry.
Served 50+ companies ranging from $5M-$2B in enterprise value with strategic advisory, corporate finance, M&A, financial product offerings, scaling to exit, engaging strategic buyers, and capital markets strategy.
Over 3-plus years, we worked together with Dustin to develop and implement a strategy that quickly turned a floundering entity into a profitable enterprise. Dustin's primary focus is on how to create value, and that is exactly what he helped accomplish at Greenwave Energy as an investor representative and Director. Dustin's work not only helped Greenwave, but vastly enhanced the value of the company for its shareholders.
Michael Bush, CEO, Greenwave Energy
Partner
Hands-on strategic advisor, investor, and growth consultant focused on creating market alignment, investor preparedness, and implementing strategic capital markets approaches. Experience spanning over $3B target volume in capital raises for funds, syndications, and acquisitions across energy transition, renewables, private equity, and investment funds.
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Let's discuss how our dedicated approach can accelerate your growth objectives.