About

CLIENT FOCUSED SOLUTIONS

Providing Actionable Options for Liquidity

VISION STATEMENT

Enable the Efficient Deployment of Private Capital in Support of U.S. National Security Goals.


MISSION STATEMENT

We Provide Access to Capital & Liquidity for Private Companies Serving the Aerospace | Defense & Government | Intelligence Community Industry.


CORE VALUES

Principles Underpinning Our Success

INTEGRITY & DISCRETION

Change of control or other financing transactions should have little bearing on how customers, partners, and employees interact with our clients in the ordinary course of business. Our commitment to faithfully representing our client’s interests improves the probability of a successful transaction with minimal disruption to daily operations.

PROFESSIONALISM

You only have one chance to make a lasting impression. Our industry-specific knowledge, relationships, and experience reflects favorably on our clients as we represent their interests to prospective buyers or merger partners in an organized, professional manner.

CREATIVITY

The most obvious choice does not always offer the highest probability of success. We maintain a consistent pulse on the industry in order to uncover strategically compelling options that may not be intuitively obvious. We pride ourselves on creative and unique solutions, independence of thought, and delivering results that maximize shareholder value.

DETAIL

Our ability to understand and communicate the granular details that define our clients and that matter most to investors and prospective merger partners greatly increases the probability of success.

EXPERIENCED

Experience matters. With a multi-decade track record of getting deals done with premium investors at exceptional valuations, we know what it takes to help clients through defining times in their company’s life cycle. Our deep knowledge and experience across industry is anchored by strong executive-level relationships and a rich transaction history.

TYPICAL CLIENT PROFILE
Revenue

$15-40+

Million
EBITDA

$2-15+

Million
Transaction Size

$25-200+

Million
Management

Talented and creative management teams dedicated to providing innovative solutions.

Financial

Demonstrated record of high-margin cash-flow generation with at least $2M in EBITDA.

Contracts

Strong customer relationships demonstrated by long-term contracts with visibility into projected revenue.

Customers

Defensible niche positions within high priority, high growth budget areas within the industry.