About Us

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

We have a relentless focus on delivering exceptional value and excellent performance. Our proprietary valuation models and rigorous research process are designed to generate outstanding results and returns for you. 

Our commitment to alignment of interest with our clients is reflected in our ownership structure. We accepted only the request of one other shareholder, an external German partner, to acquire a 0.00015% stake in our company, allowing us to operate without the conflicts that fees, AUM targets, or shareholder pressures create for other companies.

In our real estate 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 most attractive listed REITs and real estate companies, supported by our proprietary valuation models, including currently 50+ M&A targets and special situations - we saw more than 260 REIT M&A transactions in North America since 1995.

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

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, in the first nine months of 2022 and between late November 2024 and April 2025.

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.

■ SMAs with the leading and top-performing hedge funds (Absolute Return, Fixed Income, Macro, Technology, Healthcare, Asia Pacific). The 10-25+ million SMAs are managed by an award-winning, SEC and 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.