Strategic. Visionary. Value-Driven.

Why People Partner With Us

Because they don’t want hype. They want substance.

They want to work with people who’ve walked the path, built real things, and know how to move with both strategy and purpose.

We don’t just bring capital. We bring clarity when things are complex, connections that open doors, and conviction to carry bold ideas through.

For over 60 years combined, we’ve helped founders scale, advised executives through exits, and quietly built a global portfolio in real estate, innovation, and M&A.

We’re not here to impress—we’re here to make impact.

But beyond the titles and track record, what matters most is how we choose to build—with integrity, clarity, and meaningful connection.

Because behind every milestone is a mission—and ours is always rooted in legacy, not noise.

Our Journey in Brief

We’ve spent our lives navigating numbers and people—leading finance teams, analyzing risk, and building ventures across the U.S., Australia, and beyond.

From running financial operations for government agencies and nonprofits to founding Magnetar Holdings, our work has always blended rigorous analysis with visionary leadership.

Beyond Business: Purpose & Legacy

We believe business is a tool—not just for wealth creation, but for restoring justice, opportunity, and dignity. That’s why we are deeply involved in anti-human trafficking initiatives and community19 investment around the world.

This work isn’t a side note. It’s our why.

And it’s the thread that runs through every venture we touch.

Values We Lead With

Integrity: We deliver results through substance, not show.
Collaboration: We build alongside partners, not above them.
Legacy: We think beyond ROI—we build for long-term impact.
Faith: Our work reflects who we serve and how we serve.

Let’s Align If…

You’re a founder, investor, or partner seeking to grow something grounded in both performance and principle.

Let's Connect

Trusted Circles & Global Influence

Over the years, we’ve had the opportunity to share space with some of the world’s most respected leaders and innovators—at global summits, leadership forums, and philanthropic gatherings.

These moments reflect the strength of our network, the reach of our mission, and the caliber of thought leadership we align with. While no endorsement is implied, we’re honored to be in the rooms where meaningful conversations—and movements—begin.