When we decided to set up our operations 25 years ago, we had a list of principles that we all stood by, as co-founders...
They did not change a bit. It was and still is a distinct desire to deliver complex, 360° investment consulting services, that would fill any gap in any business’ daily, monthly and yearly operations. With that in mind, we continue to implement our expertise to help hundreds of companies!
With the help of our advisors hundreds of small, medium and big companies were able to achieve results, such as:
- 1) Steady year-by-year growth
- 2) Spring back from a recession or market value drop
- 3) Ill-conceived IPO turned into a golden share IPO
- 4) Investments risks eliminated, billions of dollars spent more efficiently
Why Choosing
Us is a Smart Move
01.
Full Cycle Biz Management
Our strong conviction is that if a business is to be optimized, it’s to be optimized in a full cycle manner! Our expertise spans from business and investment consulting and well into HR/recruiting and M&A fields…
02.
Low-risk Strategy
We clearly understand, that you want not to lose, but to earn more money over your period of work with us. That’s why we reject all high-risk endeavors, that may lead to a fast stack of cash for the first time but to a principal capital’s loss the second time.. We base our advice only on low-risk operations and estimates.
03.
Fast & Efficient
Due diligence is one thing. But we’re trying to deliver the most fast paced business assessments diligence in the industry. While working with us, your business will never get stuck in the middle of the road with no spare tires in the back…
Median y-b-y growth our
clients businesses show
Median sales rise after 5
years of our services
Number of our returning
clients
Meet
the Team
Damien Kaschzmarek
Damien was appointed as Managing Director of our Investments venture in February 2014, after 4 years as Chief Executive Officer.
Derek Zoolander
Derek joined us in 2007, has been Company Secretary since 2010 and was appointed Chief Operating Officer in 2015. He is a Chartered Accountant.
Tom Marvolo
He has over 30 years’ experience in financial and investment accounting and has extensive experience in the management of the portfolio…
James Potter
Mr. Potter joined us in 2010 as an Investment Analyst and was promoted to Senior Investment Officer. He has long experience as an analyst.
Lily Granger
While Lily works here only 10 years, her efficiency allowed us to name her a Senior manager of our biggest portfolios…
Timothy Dumbledore
What Timothy does to company’s, is what our clients call “fiscal magic”. He is an accomplished pro regarding any investing gamble…
Lionel Hollande
Lionel has joined us after years of consulting for Wall Street’s biggest financial institutions. He studied economics at Harvard University.
Craig Ferguson
Prior to joining our agencyt, Craig worked at JPMorgan for 10 years in Credit Markets and Risk Technology. He is a CERTIFIED PLANNER™…
Diane Mist
Before joining our experts’ vast team, Diane was the Behavioral Finance Specialist at Barclays Americas and London teams in 2007.
Andrew Cuomo
With a background in global bond markets, Andrew’s outlook on our fixed income exposures is invaluable and priceless…
Ben Edwards
Ben is one of the worlds strongest advocates of value investing, and assists us with asset allocation models he developed…
Chris Cripsie
Chris brings deep experience in equity trading from his days at Goldman Sachs, advising on the nuance of tax and execution risks…
Are you an expert with an MBA, University level degree, 5+ years
of practical experience and strong urge to overachieve?
FAQ
the most popular questions
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