Activating
Untapped Potential

Tailored solutions to advance a more prosperous, regenerative, and equitable economy that works for all

Curious to Learn More?
Activating
Untapped Potential

Tailored solutions to advance a more prosperous, regenerative, and equitable economy that works for all

Curious to Learn More?

What We Can Do For You

We offer our insatiable curiosity and inscrutable impatience; a facility for convening and connecting people and issues; a listen-first, servant-leadership mindset; and decades of private sector financial services experience and C-level legal expertise to advise on:

  • Strategy for executives, boards of directors, small businesses
  • Impact investing, especially on place-based, local investing
  • Sustainability/ESG integration
  • Legal, regulatory, compliance, and policy support
  • Change management
  • Mergers and acquisitions advice (before, during, after)
  • Legal industry and institutional strategy
Three people sitting at a table looking at a phone.