A deliberately limited client roster.
Unlike large investment banks managing dozens of concurrent mandates, we cap the number of engagements we take so each one receives white-glove service and full resource dedication.
About Us
Founded to bridge the gap between institutional advisory and hands-on execution. Growth-stage companies and private equity firms need dedicated partners, not transactional relationships — advisors who work alongside them, not just for them.
What Sets Us Apart
Every firm claims to be hands-on. Here is what it means in practice.
Unlike large investment banks managing dozens of concurrent mandates, we cap the number of engagements we take so each one receives white-glove service and full resource dedication.
That dual perspective lets us structure better outcomes and identify value creation opportunities that pure execution advisors miss — because we have been the counterparty evaluating the deal.
We collaborate actively with leadership to refine strategy, solve complex problems, source the right capital partners and optimize outcomes throughout the process — not just at the close.
Twenty years of executive leadership has built trusted relationships across investment banks, family offices, private equity firms, project developers, technology providers and strategic partners.
Who We Serve
Fifty-plus companies across that entire span. The work changes shape at each end of it — a founder raising a first institutional round and a $2B platform preparing an exit need very different things — and the firm is built to do both.
Client enterprise value across the engagements to date. Plotted on a log scale — the range spans 400x, and a linear axis would collapse most of the roster into the first inch.
Our Approach
Four habits that show up in every engagement, regardless of sector or size.
Thoughtful analysis and creative solutions to distinctive challenges.
Comprehensive diligence and materials that position you for success.
Meticulous attention to detail and to the client experience.
Access to a curated network of experts, lenders and strategic partners.
Capital Deployed
On a debt investment strategy built from nothing — origination, underwriting and portfolio construction — with an equity portfolio assembled alongside it using warrants and other instruments.
One mark per company. Individual investment sizes are not disclosed, so none is implied here.
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.
His track record includes launching a debt investment strategy from scratch — investing $250M into 26 companies while building an equity portfolio using warrants and other instruments. He also built an energy investment strategy from the ground up to execute a special-situation investment and acquire the largest BPO and third-party service provider to the US retail energy industry.
He has served 50+ companies ranging from $5M to $2B in enterprise value across strategic advisory, corporate finance, M&A, financial product offerings, scaling to exit, engaging strategic buyers and capital markets strategy. He began his career as an electrical engineer.
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 in target volume across capital raises for funds, syndications and acquisitions — in energy transition, renewables, private equity and investment funds.
In the Room
Dustin on an industry panel. Twenty years of this is what a network actually is — not a contact list, but the people who take the call.
Client Perspective
Over three-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
The Name
The mark is three stones in an arrangement that should not hold. It is the clearest picture we have of the work: taking elements that do not naturally balance — capital, timing, structure, people — and finding the single configuration in which they stand.
We are here to understand your situation and determine whether we can help. No pressure, no sales pitch.