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We manage our strategy through fee-only, discretionary, separately managed accounts, allowing our clients full transparency and no lock-ups or restrictions on their assets. Our fee structure aligns our success with that of our clients.

Our approach is unique in that we:

1) Leverage our deep network of contacts including executives and investors

2) Collaborate with management to build value for all shareholders

3) Focus on proprietary and under-the-radar opportunities

4) Interests fully aligned, investing significant personal assets alongside our clients

Our Services

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