We partner with middle-market businesses navigating growth, complexity, and cross-border challenges. Our clients include:
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U.S.-based companies operating domestically
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U.S. businesses with international operations or investments
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Foreign businesses with U.S. operations or investments
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Companies involved in cross-border transactions between the US and other countries​
Whether you're expanding globally, restructuring, financing, or preparing for a transaction, we provide the strategic tax and business guidance to support your next move.
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Our Clients
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​We work with a diverse range of organizations, including:
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Private equity and venture capital funds
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Portfolio companies
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Privately held businesses
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Family offices
We are experienced in supporting both in-house tax professionals and finance leaders managing tax matters internally.
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How We Help
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​​We specialize in business and tax strategy for scaling companies. Our services are designed to address:
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Complex entity structures
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Cross-border tax planning
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Emerging growth opportunities
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M&A transaction readiness
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Deal tax structuring and tax due diligence
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We tailor our approach to meet you where you are—whether you're building your first finance team or have a seasoned tax department in place.
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Who We Work With
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​​We collaborate closely with:
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Founders, General Partners, CFOs, Controllers, and VPs of Finance
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Heads of Business Development and Partnerships
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In-house tax leaders, including VPs of Tax, Tax Directors, and Tax Managers
Our goal is to become a trusted extension of your team, delivering clarity, confidence, and results.
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Watch our "Come Into the Light" video below (with audio on).
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