Affiliates

Capstone Headwaters

www.capstoneheadwaters.com

Capstone Headwaters is an independent, middle-market investment banking firm providing strategic merger and acquisitions, corporate finance services and merchant banking through proprietary sources of capital. Named Investment Bank of the Year by the M&A Advisor in 2014, Capstone Headwaters is headquartered in Denver, CO, with 6 regional offices across the United States and partnerships with 18 firms covering 30 countries.

FODIS

www.fodisllc.com

FODIS is a leading advisory practice capable of delivering a comprehensive suite of direct investment services to single family offices, UHNW investors, and family controlled businesses and holding companies. FODIS provides a highly skilled and experienced team of direct investment advisors, professionals, operating partners, and family office experts.

Moosmann Advisors

www.moosmannadvisors.com

At MCA we serve first generation entrepreneurs to multi-generational business owning families and family offices. Our independent and multi-disciplinary advisory services are primarily aimed at delivering comprehensive strategies for the inter-generational transfer of business interests, family governance, cross-border tax and estate planning.

ArkMalibu

arkmalibu.com

ArkMalibu advises business owners by making highly informed and relevant recommendations on steps towards building, selling or monetizing their businesses. ArkMalibu executes this with an experienced lead mergers and acquisition team, the likes of which you won’t find at any other investment bank.

Governance Partners Group

www.governancepg.com

Governance Partners Group, LLC provides a full range of external Chief Corporate Governance Officer services to corporations and other organizations that have a need to practice good corporate governance but which may not have sufficient internal resources to practice good governance in an appropriately robust manner and, therefore, seek to outsource all or a portion of their Office of the Corporate Secretary functions.

Lyco Works

lycoworks.com

Lyco Works was established to help companies invent and commercialize new products, founded in patented technologies from adjacent industries. We show you what’s possible, and provide line of sight to the materials, processes, and components you need to bring new products to market. We capitalize on a broad network of technology providers and decades of technical experience to commercialize products we create together.

yet2

www.yet2.com

Specialized Intermediary – intellectual property transfers, licensing and joint ventures between Fortune 500 companies and middle market companies. Improve manufacturing processes, product development, lead-time to market, product line extensions and product line replacements.

Communica

www.communica.world

Communica business-to-business enterprises more successfully pursue revenue from their base of prospects and customers. We work with top management, including sales and marketing leadership, to build a successful, repeatable and sustainable marketing systems to turn more leads into sales and grow current customers into long term customers.

Asher

www.asherstrategies.com

Master Sales Strategists specializing in: sales and marketing best practices and training courses, facilitation of strategic plans, marketing and sales process assessments, and aptitude assessment of salespeople, sales managers and customer service people.

Global Launch

www.globallaunch.net

Global Launch, LLC is an international marketing consultancy which helps hi-tech companies achieve sustainable sales growth. Global Launch can provide additional marketing resources, for either a fresh perspective on an existing market or a different direction for new opportunities. The found

Flow Consulting

www.flowconsulting.com

Flow Consulting is known for using their deep LeanSigma capabilities to bring speed and focus as they help clients achieve their operations and leadership goals in acquisition & integrations, business process improvements, and LeanSigma leadership.

Tenzing Consulting

tenzingconsulting.com

Tenzing Consulting is a management consulting and expert resource firm that specializes in the integration of operations, supply chain, and procurement to strengthen a company’s value chain at every point between their suppliers and their customers.