When we decided to set up our operations 25 years ago, we had a list of principles that we all stood by, as co-founders...
They did not change a bit. It was and still is a distinct desire to deliver complex, 360° investment consulting services, that would fill any gap in any business’ daily, monthly and yearly operations. With that in mind, we continue to implement our expertise to help hundreds of companies!
With the help of our advisors hundreds of small, medium and big companies were able to achieve results, such as:
1) Steady year-by-year growth 2) Spring back from a recession or market value drop 3) Ill-conceived IPO turned into a golden share IPO 4) Investments risks eliminated, billions of dollars spent more efficiently
Us is a Smart Move
Full Cycle Biz Management
Our strong conviction is that if a business is to be optimized, it’s to be optimized in a full cycle manner! Our expertise spans from business and investment consulting and well into HR/recruiting and M&A fields…
We clearly understand, that you want not to lose, but to earn more money over your period of work with us. That’s why we reject all high-risk endeavors, that may lead to a fast stack of cash for the first time but to a principal capital’s loss the second time.. We base our advice only on low-risk operations and estimates.
Fast & Efficient
Due diligence is one thing. But we’re trying to deliver the most fast paced business assessments diligence in the industry. While working with us, your business will never get stuck in the middle of the road with no spare tires in the back…
Median y-b-y growth our clients businesses show
Median sales rise after 5 years of our services
Number of our returning clients
Damien KaschzmarekDamien was appointed as Managing Director of our Investments venture in February 2014, after 4 years as Chief Executive Officer.
Derek ZoolanderDerek joined us in 2007, has been Company Secretary since 2010 and was appointed Chief Operating Officer in 2015. He is a Chartered Accountant.
Tom MarvoloHe has over 30 years’ experience in financial and investment accounting and has extensive experience in the management of the portfolio…
James PotterMr. Potter joined us in 2010 as an Investment Analyst and was promoted to Senior Investment Officer. He has long experience as an analyst.
Lily GrangerWhile Lily works here only 10 years, her efficiency allowed us to name her a Senior manager of our biggest portfolios…
Timothy DumbledoreWhat Timothy does to company’s, is what our clients call “fiscal magic”. He is an accomplished pro regarding any investing gamble…
Lionel HollandeLionel has joined us after years of consulting for Wall Street’s biggest financial institutions. He studied economics at Harvard University.
Craig FergusonPrior to joining our agencyt, Craig worked at JPMorgan for 10 years in Credit Markets and Risk Technology. He is a CERTIFIED PLANNER™…
Diane MistBefore joining our experts’ vast team, Diane was the Behavioral Finance Specialist at Barclays Americas and London teams in 2007.
Andrew CuomoWith a background in global bond markets, Andrew’s outlook on our fixed income exposures is invaluable and priceless…
Ben EdwardsBen is one of the worlds strongest advocates of value investing, and assists us with asset allocation models he developed…
Chris CripsieChris brings deep experience in equity trading from his days at Goldman Sachs, advising on the nuance of tax and execution risks…
the most popular questions
Q: How big the scale of the company needs to be that you will work with it? Do you accept requests from SMBs or only from big corporations?
A: We’ve never had particularly strict benchmarks on how big a company must be so we can take it onboard. We’ve always welcomed the SMB businesses to become our clients and highlighted, that in the modern competitive rhythm the business world lives and works in, SMBs need our help more than bog corporations do!
Q: Do you offer not US based, overseas consulting management?
A: Of course. Though our company is registered and based in the US (NYC), we can work with any other jurisdiction or country. Footnote: though the main company still needs to be a US registered one…
Q: Do you work in Tax management optimization field?
A: No, this is not our field of specialization.
We review and accept business requests
Contact us now:
Induce the growth!
With the help of our professional team of advisors, any business will expand to its full promise! Get our latest best cases list, delivered to your email.