Originate
Find, evaluate and structure the deals and projects worth doing: acquisitions, partnerships, joint ventures, development projects and growth capital.
Corporate advisory. Deals and projects.
We launch and grow enterprises.
Through the deals, projects, capital and corporate architecture it takes. From origination to execution, and inside the company after.
Every inquiry is read by a senior member of the team. We aim to respond within one business day.
Transaction range
Mid market to the multibillion dollar range
Sectors
Energy, data centers, government, healthcare, technology and AI, entertainment
Capital network
Family offices, private capital firms and banks
How we work
From origination to execution, and inside the company after
Where are you?
Start from your situation.
We need to scale and professionalize.
Growth has outrun the structure, the systems or the team.
Grow the companyWe are raising or restructuring capital.
A bridge, a growth round, acquisition financing or a recapitalization.
CapitalizeWe are buying, selling or forming a joint venture.
An acquisition, a partnership, a development project or an exit.
Originate the dealWe need senior strategy and operations leadership now.
An executive at the table before a full time hire makes sense.
Fractional leadershipWhy deals stall and companies plateau
The opportunity is rarely the constraint.
The entity, the governance, the capital stack and the operating model were built for a smaller company, or never built at all. Then the acquisition, the launch or the expansion exposes it.
Ambition, talent and opportunity are rarely what is missing. Structure usually is. And structure is the part that gets skipped because it is not urgent until the day it is the only thing that matters.
We build the structure the deal needs, then keep working inside the company through execution and afterward.
What we do
Four pillars. One firm.
Launch
Stand up the enterprise: entity, governance, capital stack, team and plan, from signed deal to operating company.
Grow
Scale the established company: operating model, commercialization, expansion, and the systems and AI that raise productivity and profit.
Capitalize
Size, structure and tell the raise, then open the right doors.
What we care about
We take on the deals and projects that leave something behind.
Energy and infrastructure.
A waste to energy plant changes a region's economics for decades.
Data centers and digital infrastructure.
Power, land, capital and partners for the facilities AI runs on.
Healthcare and medtech.
Better care should reach more people, and the structure behind it decides whether it does.
Technology and AI.
Applied well, they raise the productivity and profit of every other sector on this list.
Manufacturing, industrial and government contracting.
Advanced manufacturing and the government programs where structure matters most: simulation and training, unmanned platforms, photonics, data and cybersecurity.
Media and entertainment.
Labels, studios and live experiences, structured through joint ventures and partnerships built to scale.
Education and mission driven organizations.
They scale impact, not just revenue.
Veteran owned and veteran led enterprises.
We help veteran owned and veteran led enterprises build the structure, systems and partnerships to grow.
Impact is a filter on what we choose, never a discount on how hard we work the numbers.
Deals and projects we are in
Current and recent work.
Energy and infrastructure
Energy infrastructure development and acquisition transactions, from structuring through partner alignment.
Healthcare and medtech
Growth capital raise for an established clinical company, from the capital plan through investor introductions.
Technology and AI
Commercialization path and investor alignment for a marketing technology company.
How we work
Diagnose. Design. Deploy. Operate.
We do not stop at the slide deck, or at the closing table.
Diagnose.
We analyze your strategy, structure, systems, operations, technology and growth constraints to pinpoint the real barriers.
Design.
We build the roadmap that aligns corporate architecture, capital, operations and technology around where you are going.
Deploy.
We stay through execution and keep working inside the company after it: running the operating rhythm, building the systems and AI, and guiding the team as the structure takes hold.
Operate.
We keep working inside the company after the deal closes: running the operating rhythm, building systems and AI, and guiding the team until the new structure is simply how the company runs.
From deal to operating company
How an enterprise gets built
Step 1
Originate.
We find, evaluate and structure the deal or project worth doing: the acquisition, the partnership, the development site or the launch.
Step 2
Launch.
We stand up the enterprise: entity and holding structure, governance, the team and the plan, from signed deal to operating company.
Step 3
Grow.
We build the operating model, systems and AI that let the company scale without breaking.
Step 4
Capitalize.
We size, structure and place the capital: the raise, the lenders, the grants and the partners built for the deal.
Step 5
Operate.
We stay through execution and keep working inside the company after, until the new structure is simply how it runs.
The firm
A firm built to scale with the work.
Every engagement is staffed by senior advisors, supported by an in house research and analysis team, and backed by a network of capital partners. As the work grows, so does the bench.
Senior advisors.
Strategy, corporate development, capital and operations leadership at the table from the first call. We are adding senior consultants in every sector we serve.
Research, diligence and modeling, in house.
Deal sourcing, market research, diligence, financial modeling and operations support, running in parallel so decisions move at the speed of the deal.
A capital network.
Private capital firms, family offices, banks and strategic acquirers we work alongside to fund, finance and close.
Capital network
The right capital, not just any capital.
We work alongside family offices, private capital firms, banks and lenders, strategic acquirers and developers. We bring the structure and the plan, then put the deal in front of the partners built for it.
Cross border reach across North America, Latin America and Southeast Asia.
Family offices.
Private capital.
Banks and lenders.
Strategic acquirers.
Developers and sponsors.
Grants and public funding
Who we serve
People with an enterprise to launch or grow, and a deal or project in front of them.
Owners and CEOs scaling mid market and larger companies. Sponsors standing up a new venture, division, joint venture or development project. Owners raising growth capital. And the investors, family offices and strategic partners who back them.
Energy and infrastructureData centers and digital infrastructureHealthcare and medtechTechnology and AIManufacturing and industrialMedia and entertainmentProfessional servicesEducation and mission driven organizationsGovernment contracting
What people say
Justin Spears is a visionary leader whose strategic acumen and innovative approach founded our simulation technology division. His leadership led to significant regional growth, the development of cutting edge technology products, and the securing of lucrative contracts.
Chief Strategy Officer and Chief Medical Officer
Healthcare technology