Financial Services

Business Development / Investment Banking / Private Equity

Merger & Acquisition advisory.
Support with Initial Public Offerings (IPO).
Structured finance.
Partner matching.
Support with raising equity finance.
Private equity investments and structures.

Budget & Cash Flow Management Services

Assessing actual wealth and current income, diagnosis of short- and medium-term liquidity requirements and long-term goals.
Cash-flow projections.
Private accounting.
Cash management (bill paying, cash flow, budgeting, etc.).

Wealth Management / Investment Services

Diagnosis of your overall financial situation.
Defining the family’s investment objectives.
Establishing risk profile and investment horizon.
Global asset allocation and investment strategy.
Evaluating non-registered securities.
Administering and advising on banking relationships.
Opening private bank accounts on behalf of the family
Discretionary and non-discretionary mandates.

Partners:

Kpmg

Pwc

E&y

Bdo

Houlihan Lokey

Deloitte

Lazard

Oaklins ( Fka M&A Intl Inc )

Imap

Lincoln International

Clarified International

Baker Tilly International

Raymond james financial Inc

Stifel / Kbw

Piper Jaffray Co

Duff & Phelps

Grant Thornton

Global m&a

Kbs corps limited

Clearwater international

Globalscope

Cfi

Daiwa securities group inc

William blair and co

Dc advisory

Robert w baird and co inc

Gca corp

Br Partners

Green hill and co Llc

Alpax Inc

n+1

Africa Participacoes

MedioBanca

Cyprus Associates

Apoyo Consultoria Sac

Magma Brasil Concultona Ltda

Cbre Holdings Sas

Seb

William Blair & Co

Translink Corporate Finance

Jones Lang Lasalle Inc

Bcms Corporate Ltd

Kon Spa

Maznas Sa

Livingstone Partners

Rabobank Nv

Benchmark International

Finenndear Cambon

Aurcnac Finance

Ap Management

Mazars Corporate Finance Sarl

Cannacord Genuity

Cmcic Console Sas

Clipperton Finance Sas

Capitalmind

Rapheal Financial Advisory

Pax Corporate Finance

Linkers

Bdo

Edmond d Rothschild holding sa

Bryan garnier and co

Jones lang La Ssale Inc

Banc Degroof Petercam sa

Acxit capital partners

Goetz Partners corp finance

Concentro management ag

Altium capital limited

Raymond james financial inc

Commerzbank ag

Allert and co gmbh

Falkenstek Gmbh

Network Corporate Finance

Centuros gmbh

Banca imi intessa sanpaulo

Medlobanca

Fineurop spa

Vitale and co spa

Leonardo and co

Ethica Corporate finance spa

Equita sim spa

Bain An Co

Arche Sri

For Advisory Srl

Altium capital limited

Phillip Vilin Consel

Ambromobillaire spa

New Deal Advisors Spa

Valore E Capitale Srl

North East Consulting

Cp Advisors Srl

Carnegie

Dnb Asa

Handelsbanker Capital Markets

Rothschild and co

Abg sundal Collier

Pangea Property opartners ab

Danske Bank

Mid Capital

Hdr Partners

Gp Bullhound Ltd

Arctic Securities Asa

Swedbank

Fih Partners As

Advium Corporate Finance

Alpha Corporate Finance

Valentum Partners Ab

Robert W Baird & Co Inc

Quore Capital

Nielsen Schuman Bv

Nibc Nv

Cushman & Wakefield Inc

Vtb Capital

Kbc Group Nv

Erste Group

Savillis Plc

Superla

Gresham Partners

Investec

Miles Advisory Partners

Grant Samuel

Yes Bank

Axis

Avendus Capital

Greenhill and Co Ltd

03 capital advisors pvt ltd

Sbi

Acquisory Consulting Llp

Idbi Bank

Greenstone Energy Partners

Gca Corp

Ambit Corp Finance

Corporate Finance Associates

Signal Hill Capital Group Llc

Gp Bullmound Ltd

Business Development Asia Llc

Axis Capital Holdings

Bcms Corporate Ltd

Arpwood Capital

Grow Advisors

Deal Index

Ldj Capital

Convergent Wealth Advisors

Oxford

Homrich Berg

Seven Post

Shepard Kaplan Group

The Colony Group

Ballentine Partners

Partheon Group

Brattle Group

LockHeed Martin

Analysis Group

Capgemini

Gartner

Slalom Group

N Group

EuroMonitor

Shullman

Wealth X

Affluential

Unity Marketing Online

Vital Capital

BlueOrchard Group

Fort Street Advisors

Pitcher Partners

Green Hill & Co Llc

Treadstone partners Pty Ltd

Haywood Securites Ltd

Peel Hunt Llp

Aller Capital

Kotak Mahindra

Icici

Jm Financial

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