Finding the best


We don’t look for companies that are merely responding to change; we look for companies that are engineering change. How do we select our corporate clients? We ask the right questions.Although our due diligence process is much more comprehensive than can be outlined in a few questions, we begin our selection process by asking the most important fundamental questions in order to filter out all but the most promising opportunities.

We start our corporate selection and due diligence process by asking a few basic questions:

  • Does the company have a unique and promising vision?
  • Has the company accurately assessed the competitive landscape, and do they have significant and sustainable advantages over competitors?
  • Has the company‚Äôs proprietary product or service offering been tested and proven to be effective in the market place?
  • Is the company innovative and flexible enough to respond to change?
  • Does the board of directors of the company have a realistic valuation of its business?
  • Does the company have the technology, business model, and management leadership to execute and make their vision a reality?

If you think your company can achieve both the types of returns that investors demand, and the social, environmental, and economic benefits that will help humanity, we welcome you to contact us and begin a conversation with one of our bankers.