Services for Institutions Corporations Individuals Broker/Dealers and IAs International  
Institutional Sales and Trading
INVESTMENT MANAGEMENT
OUR BUSINESSES
Investment Management Investment Services Insurance Services Investment Banking Consulting Real Estate
2008 Outlook

Currency Management
Equity Management
Fixed Income Management
Hedge Fund of Funds
Institutional Real Estate, Fund of Funds
Institutional Sales/Trading
Investment Strategies
Private Equity
Public Finance
Public Sector Insurance
Real Estate
Process

Our investment process has six distinct phases:

  1. Proactive Deal Sourcing & Initial Assessment
    • Leverage industry contacts to secure off-market deals
    • On-site assessment
  2. Rigorous Due Diligence & Underwriting
    • Engineering/environmental review
    • Assess capital improvements
    • Risk assessment
    • Identify exit strategy
  3. Flexible Structuring & Financing
    • Financing terms compatible with exit strategy
    • Favorable operating agreements
  4. Investment Committee Approval
    • Unanimous consent of all members required
  5. Value Creation Process
    • ROI analysis for each additional $ spent
    • Revenue enhancement strategies
    • Cost controls
  6. Divestiture
    • Disciplined yet opportunistic
    • Capital market awareness
    • Supply/Demand awareness