Case Studies

CEO Life is a private network for HNW and UHNW CEOs, offering a structured environment for strategic insight, deal flow exposure, and executive-level advisory through private masterminds and events.

A lower middle-market private equity firm with a portfolio company in the B2B software space, seeking to execute a roll-up strategy.

A boutique M&A advisory firm with a mandate to sell a profitable, founder-led technology company. Their primary objective was to maximize the sale price for their client by creating a highly competitive auction process.

Hello There Collective is a creative agency operating in the upper echelon of brand strategy and design services for world-class consumer brands.

A specialty finance firm providing non-dilutive venture debt and growth capital to technology companies.

Platypus Labs is an innovation consulting firm that helps large organizations manage and scale their corporate innovation programs.