Engagement Criteria

Our firm is focused on working with early and growth-stage companies seeking resources and capital to expand business. Although we consider each opportunity in our industry focus, our team best succeed with companies demonstrating the following investment criteria:

Operating Profile: We focus much of our services on early and growth stage firms with strong management teams, disruptive technologies or business models and at least two years of operating history. Additionally, many of our clients possess strong IP portfolio’s.

Geographic Focus: Through strategic partnerships in key cities around the world, our professionals are able to assist clients across North America, Europe and Asia.

Financial Profile: Clients we typically work with have annual revenues in excess of $300,000 USD. Capital raising engagements are usually structured to raise between $3 million and $50 million USD. Early stage firms which are currently unprofitable should have a strong strategic plan in place with an expected break even point within a one to four year period.

Industry Focus: Our firm focuses solely on the alternative energy industry covering firms involved in: renewable energy, energy efficiency and distribution, carbon emissions control, water/hydro technology, sustainable materials and environmental technology.