About Us

Corporations and entrepreneurs around the world rely on our trusted and objective advice for their investment banking and strategic M&A decisions.

We invite institutional investors, asset management companies, banks, highly respected investment groups, private equity companies and governments to our opportunities and deals.

Our sole dedication is to create exceptional value and excellent performance for our clients. We are not subject to the short-term and conflicting fee, AUM and shareholder pressures of public companies.

We strive constantly to ensure your success with your strategic company decisions and asset management expectations, focusing only on outstanding returns and results.

In our asset management business, we focus on the best liquid asset management solutions for the real estate allocation of institutional and other investors, carefully selecting:

■ the smartest and most respected long-only, long/short, and activist real estate managers with North American, U.S., European, Asian, Emerging Market, and global strategies for REITs and listed real estate securities.

■  the most attractive REITs and listed real estate companies in North America, including M&A candidates - we saw more than 248 REIT M&A transactions in North America since the mid-90s.

Since we emphasize the compounding of returns and capital preservation while investing in REITs and real estate securities, we protected capital for investors between 1998-1999, 2007-2009, in early 2020, and in the first nine months of 2022.

We are also offering:

■  SMAs and direct investments in the most promising AI companies.

■  SMAs and direct investments in outstanding cybersecurity companies globally.

■  SMAs and direct investments in healthcare companies positioned to thrive amid the genomics revolution and leverage the advancements of new research and treatments.

■  USD 10-25+ million hedge fund SMAs (Absolute Return, Fixed Income, Macro, Technology, Healthcare, Asia Pacific) with an award-winning, FCA registered asset management company, which has an excellent track record, selecting some of the most successful and prominent hedge fund managers, mainly closed to new investors.