ABOUT US
OUR MISSION
Our mission is to help business owners navigate critical growth moments and maximise value by delivering strategic advice and hands-on support across acquisitions, exits, capital raising and business expansions.
We believe that SMEs are critical to a flourishing community. SMEs are the ones who sponsor local sports clubs, dance recitals, school events and make our communities work. We also believe that many SME founders and operators never unlock the full potential of their SME. We are here to change that by walking side by side with founders and financial sponsors to unlock potential, increase value, improve community and have a positive influence on all involved. Value aligned. Value driven. Purposeful in our approach.
OUR TEAM
James Frank
Managing Director
Reggie Sharma
Director | Technology & Strategy
Andrea Harrold
Associate Director
Alex Philippe
Associate Director | Corporate Finance
Travis Rowley
Deal Origination & Strategy
Tamara Brcic
Marketing Manager
OUR VALUES
Trust
A deep level of trust exists between each other, between our clients and us and between our referral partners and us.
Honesty
We are honest in all circumstances even to our detriment.
Integrity
We have strong moral values and act upon them consistently.
Transparency
We are clear in our relationships, pricing, timeframes and capacity.
Knowledge
We seek to promote and share knowledge and the development our own knowledge.
Community
We seek to build up our community being a positive contributor to it.