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+ 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! +
+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
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+ 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… +
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+ 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.
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+ 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…
+9%
+89%
+99%
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+ Damien was appointed as Managing Director of our Investments venture in February + 2014, after 4 years as Chief Executive Officer.
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+ Derek joined us in 2007, has been Company Secretary since 2010 and was appointed + Chief Operating Officer in 2015. He is a Chartered Accountant.
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+ He has over 30 years’ experience in financial and investment accounting and has + extensive experience in the management of the portfolio…
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+ Mr. Potter joined us in 2010 as an Investment Analyst and was promoted to Senior + Investment Officer. He has long experience as an analyst.
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+ While Lily works here only 10 years, her efficiency allowed us to name her a + Senior manager of our biggest portfolios…
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+ What Timothy does to company’s, is what our clients call “fiscal magic”. He is + an accomplished pro regarding any investing gamble…
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+ Lionel has joined us after years of consulting for Wall Street’s biggest + financial institutions. He studied economics at Harvard University.
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+ Prior to joining our agencyt, Craig worked at JPMorgan for 10 years in Credit + Markets and Risk Technology. He is a CERTIFIED PLANNER™…
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+ Before joining our experts’ vast team, Diane was the Behavioral Finance + Specialist at Barclays Americas and London teams in 2007.
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+ With a background in global bond markets, Andrew’s outlook on our fixed income + exposures is invaluable and priceless…
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+ Ben is one of the worlds strongest advocates of value investing, and assists us + with asset allocation models he developed…
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+ Chris brings deep experience in equity trading from his days at Goldman Sachs, + advising on the nuance of tax and execution risks…
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+ 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.