The company is a Delaware corporation established in 2015, specializing in alternative investment management services. It operates through its subsidiaries to manage assets across various investment strategies, notably focusing on event-driven value strategies and merger arbitrage. Their proprietary investment approach seeks to generate absolute returns across global markets, catering to a diverse clientele including private wealth clients, corporations, and institutional investors such as pension plans and foundations. In addition, they engage in direct investments through proprietary capital, investing in small and mid-sized businesses, using diverse investment structures and strategies.
To further expand their operations, the company plans to leverage its investment capabilities by introducing new products in private equity and direct investment. Current assets under management stand at approximately $1.59 billion, showing a slight decrease from the previous year. Despite facing intense competition, particularly from larger firms with greater resources, the company relies on its successful performance history and continuous efforts to enhance distribution channels and brand awareness to attract new business.