Old Greenwich sign

We try to create value for people and/or organizations by leveraging wisdom garnered from years on Wall Street on both the retail and investment banking sides of the street.

In addition, we have experience as operators, agents or principals in a wide range of simple, low tech businesses with a preference for those one could describe to their mother in 30 seconds…like ice cream, aquaponics or valet parking for hotels or hospitals, etc.

We can assist with any or all aspects of planning, building and financing companies.

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