Partner brokerage
Confidential guidance and execution for partners with portable books of business who are exploring a lateral move. We focus on realistic transitions where the economics, timing, and platform alignment make sense.

Strategic partner recruiting
Targeted partner searches for firms adding revenue-generating practices or building specific capabilities. Every search is approached with a brokerage lens, prioritizing book quality, portability, and probability of close.

Market intelligence and positioning
Clear, real-time feedback on firm appetite, compensation structures, conflicts, and portability risk. We help partners and firms make informed decisions before committing to a process.

Engagements begin with a confidential conversation and are approached selectively.