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Where We Focus

As a boutique advisory firm focused, we are fully vested in the success of our clients. As such, we focus on engagements where we can add/unlock the most value for our clients. Generally, we prefer to prioritize engagements that fit the following profile:

  • Relationship clients where we have or can develop continuity with leadership teams
  • Credit-related Initiatives that are strategic and important enough to be at the C level
  • Engagements where our deep expertise creates the opportunity unlock unique value
  • Project types that are aligned with our staffing model and solution set