About
We are a boutique financial consulting firm dedicated to helping our clients meet their short term and long-term financial and business objectives. When working with a financial professional, it is important that all the moving parts of your plan work together, and we are committed to making that happen at the highest level.
Our firm was founded in 2016 to provide consulting services in the area of Buying and Leasing of Banking Instruments, Monetizing/Discounting of Banking Instruments and Hard Assets, MTN Managed Buy/Sell Programs (ppp) and Alternative Project Financing.
We pay great attention to the needs of every client and offer a customized approach to establishing a unique partnership. We are interested in the financial success of our clients and that is why we adhere to uncompromising principles of cooperation that will lead to achieving your planned business goals.
Our principals have a combined 44 years’ experience in the Financial Advisory/Alternative Financing industry. We have a tight and time-proven relationship with and support from various asset management companies, international hedge-funds and large financial institutions. Our company combines the speed and agility of a boutique financial firm with the capability of a financial powerhouse.
OUR PEOPLE
Our personal, responsive approach emphasizes relationships, not transactions and is at the heart of our concept of providing the highest level of service to our clients.
Our clients can always count on us to deliver on their requirements for Bank Guarantees (BG), Standby Letters of Credit (SBLC), Medium Term Notes (MTN), Monetization of Hard Assets, entry into Private Placement Programs and Project Financing.
OUR VALUES
We strive to build long-term relationships with our clients based on mutual trust and respect.
We recognize the importance of the entire financial picture as well as the interdependence of its parts.
We believe in frequent and open communication with our clients to facilitate transparency in our relationship.
We strive to exceed clients’ expectations by providing the best service possible and fulfilling our commitments to them.
We work to continuously improve our service, placing the unique customized needs of our clients as our number one priority.