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Championing Success in Uncertain Times


Dear colleagues and friends,


As we enjoy the holiday season, we reflect on the year that was and provided many opportunities. We are grateful for the relationships that we have developed and the trust earned to drive results for our portfolio and clients.

The state of our business is strong: In 2022, our team has engaged in business across 5 continents and had a record-breaking year in our advisory practice. Our business has been bolstered by the Finance and Operations practices supporting private equity portfolio due diligence and IT post-merger integrations for multinational conglomerates. Our Technology practice has also developed relationships in the biomedical space to expand our client base.

As macroeconomic times have proven challenging due to inflation and cost pressures, we have been a partner in generating top-line value by facilitating acquisitions and repositioning business product lines while also realizing operational enhancements to reduce costs. Additionally, we have created value in the public sector working with local governments to support ERP implementations and organizational restructuring to help them realize their strategic objectives.


Some of this year's efforts have included:

* Organizational Restructuring of a European-based Multinational Marketing Conglomerate

* Investment Due Diligence and Placement for an Australian Space Management SaaS Business

* Deal Structuring and Valuation for a Regional U.S. Transportation Freight Company

* Real Estate Development for a Hospitality Client in the Bahamas

* Diversity, Equity, and Inclusion Effort for a Large Urban Public Sector Entity


As we look forward to 2023, we are encouraged and excited to continue working with our current partners, increase our impact for clients, and deliver change in new sectors. On behalf of our team, I would like to thank everyone who has entrusted us to support them in their business and those within our portfolio companies who continue to drive opportunities.


We wish you all a happy holiday season and all the best in the coming year!


Kind regards,

Alex.

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