Experienced

We’ve seen it all, been there & done that and we don’t believe “this time is different” We have about 100 years of combined experience at the highest levels of financial services and financial technology.

Pragmatic

We’re pretty serious and like to use time wisely. We’ll tell you what we think and always keep the main thing the main thing, which is driving profitable growth and sustainable business value.

Focused

We know what we don’t know. We do know financial services and financial technology and, especially, the critical leverage points where the application of judgment and experience can yield deeper insights.