It all begins with an idea. Maybe you want to buy (another) a business. Maybe you’ve identified an opportunity to take advantage of a market inefficiency, or you have a great pipeline of opportunities in front of you. Or maybe you see an opportunity to take advantage of market value arbitrage while leveraging the resources and relationships and strategies we’ve focused on like Private Equity Fund Formations hosted on the Charles Schwab platform for alternative investments around institutional grade lower middle market sponsors. Or maybe you have your heart set on executing a Reverse Mergers to acquire, buy, sell and capitalize businesses as an advisor or owner while leveraging immediate crowdfunding platforms with a team that has does this on autopilot.
“To be successful, you have to have your heart in your business, and your business in your heart.”
- Josh Cohen
