Your Unfair Advantage In Private Capital.

We’re the independent, global advisory that plugs middle-market founders straight into institutional money, without the fluff, delay, or gatekeepers.

The Next Era of Investment Banking Starts Here.

Less ivory tower. More outcomes.
We engineer deals with speed, precision, and zero bureaucratic drag.

Proof Beats Promises

Team/advisor history and partner network; details available under NDA.

3,000+

Investor Relationships

40+

Markets Served

100%

Confidentiality & Compliance

Tap Into Money. Stack Up Deals. Scale Fast.

M&A Firepower, On Demand

M&A firepower for roll-ups, divestitures, and strategic exits

Market Intelligence that Matters

Market reports with signal, not noise

Access the Capital Universe

$3 Trillion+ capital universe at your fingertips

Global Relationships, Real Results

Warm relationships across Family Offices, VC, PE, and Hedge Funds—worldwide

Funding Tailored to You

Debt & Equity placements built to your runway, not a banker’s binder

Private Outreach, Proven Impact

Private outreach systems that book meetings (not “maybes”)

Build Your Fund from Zero

Fund building from zero to LP-ready

M&A Firepower, On Demand

M&A firepower for roll-ups, divestitures, and strategic exits

Market Intelligence that Matters

Market reports with signal, not noise

Access the Capital Universe

$3 Trillion+ capital universe at your fingertips

Global Relationships, Real Results

Warm relationships across Family Offices, VC, PE, and Hedge Funds—worldwide

Funding Tailored to You

Debt & Equity placements built to your runway, not a banker’s binder

Private Outreach, Proven Impact

Private outreach systems that book meetings (not “maybes”)

Build Your Fund from Zero

Fund building from zero to LP-ready

Meet Our Team

Wayne ThreattSenior Advisor

Industry Focus:

Advanced Tech & Software, Clean Energy, Impact Finance

Specialty:

Capital-stack originator & CEO consigliere—engineers complex deals, drives measurable growth.

Phil Owusu
Advisor

Industry Focus:

SaaS & Digital Services, Engineering-Driven Middle Market

Specialty:

Transforms chaotic financial environments into investor-grade, institutionally defensible systems.

Davina FedergreenAdvisor

Industry Focus:

Non-Dilutive Finance​, ​Investor Readiness​, ​Revenue Operations

Specialty:

Scalable growth through disciplined capital while preserving ownership, governance and terms.

Jesse Thomas Advisor

Industry Focus:

Real Estate, Value-Add, Asset-Backed Investments

Specialty:

Deep market knowledge in San Diego real estate and proven track record in risk-adjusted returns.

Book a Capital Fit Call

30 Minutes to Forge Your Path.