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Leadership
Decades of combined experience across private investments, operations, investment banking, law, and corporate finance, brought to every engagement.
The Partners
A four-decade career across investing, operating, and strategic advisory shapes how Brian works. He co-leads origination and execution firm-wide, drawing on deep personal relationships with founders and investors and an unwavering commitment to partnership-driven solutions and long-term value creation.
Jamie pairs three decades in investment banking and investing with a legal background that informs every engagement. He co-leads origination and execution firm-wide, guiding founders and investors through their most complex matters with a focus on premium outcomes across the middle market.
Alex anchors transaction execution and diligence across both platforms, drawing on a decade in investment banking, investing, and accounting. His financial and organizational rigor brings precision to every deal and clarity to the clients and partners he serves.
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