About Us
Corporations, institutional investors and entrepreneurs around the world rely on our trusted and objective advice for their investment banking, strategic M&A and asset management decisions.
Our sole dedication is to deliver exceptional value and excellent performance. We strive constantly to ensure your success, focusing on outstanding returns and results with our proprietary valuation models.
Our commitment to alignment of interest with our clients is reflected in our ownership structure. We accepted only the request of one other shareholder, an external German partner, to acquire a 0.00015% stake in our company, allowing us to operate without the competing priorities that fees, AUM considerations and multiple shareholders can introduce.
In our real estate asset management business, we focus on the best liquid asset management solutions for the real estate allocation of institutional and other investors, carefully selecting:
■ the most attractive listed REITs and real estate companies including currently 50+ M&A targets and special situations - we saw 256 REIT M&A transactions in North America since 1995.
■ the smartest and most respected long-only, long/short, and activist real estate managers with North American, U.S., European, Asian and global strategies for listed REITs and real estate securities.
Since we emphasize the compounding of returns and capital preservation while investing in REITs and real estate securities, we protected capital for investors between 1998-1999, 2007-2009, in early 2020, and in the first nine months of 2022.
We are also offering:
■ SMAs and direct investments in the most promising AI companies.
■ SMAs and direct investments in outstanding cybersecurity companies globally.
■ SMAs and direct investments in healthcare companies positioned to thrive amid the genomics revolution and leverage the advancements of new research and treatments.
■ SMAs with the leading and top-performing hedge funds (Absolute Return, Fixed Income, Macro, Technology, Healthcare, Asia Pacific). The 10-25+ million SMAs are managed by an award-winning, SEC and FCA registered asset management company which has an excellent track record, selecting some of the most successful and prominent hedge fund managers, mainly closed to new investors.