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Strategic Relationships

We have relationships with key strategic partners that allow our clients additional diversification into private equity and real estate without added cost.

Lionheart Lionheart Ventures is a private equity firm with the mission of creating strategic and operational value-added to manufacturing businesses.  Lionheart targets profitable middle-market industrial companies with $5-50 million in sales and approximately $1-7 million in EBITDA.  
Newmarket Realty NewMarket Realty Advisors, based in New York and founded by Morgan Stanley veteran Ian Marsh, provides asset management services and acquires under-valued properties that can be re-positioned to improve returns.


 

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