Our Culture
Everything that makes us - us.
We value kindness, balance, and sustainability
- We care; we are empathetic, helpful, and grateful.
- We balance a fulfilling work life with family, friends, fitness, faith, and fun.
- We strive to be carbon neutral.
- We fully appreciate how our individual effort contributes to our NorthStar KPI: the percentage of transactions that close.
We embrace continuous improvement
- We continuously look for ways to increase our efficiency and effectiveness through technology and process.
- We ask more questions. (Einstein said that if he had an hour to solve a problem, he'd spend 55 minutes asking questions.)
- We leverage AI whenever possible, while embracing intuition.
We thrive on teamwork and collaboration
- We are a team; we are responsible to each and for each other.
- We inspire each other.
- Our clients (and their other advisors) are our extended team.
- We own our mistakes, learn, and move on.
- We over-communicate, especially with remote team members.
We value details and deadlines
- We rely on complete and accurate/current data on companies and people; bad data is worse than no data.
- We always double-check numbers, regardless of their source (research reports, clients, fellow team members).
- Time Kills Deals. We set deadlines and do what we need to hit them. ("Nothing happens without a deadline.")
We put forth enough energy to reach 212°F!
- In M&A, there's only: no luck, bad luck, and hard work.
- 212°F triggers a phase change: H₂O turns to steam. In M&A, the phase change we are pursuing is "most deals don't close" to "most deals do close."
- Our firm belief that 212°F of effort yields this phase change creates a virtuous cycle of hard work.
Our Daily Riddle Ritual
Each morning, our entire team gathers for the "Daily Huddle" to discuss the day's plans, review what was accomplished the day before, and align on upcoming goals. It's an essential part of our daily routine that ensures everyone is on the same page, boosting communication and teamwork across all teams. But the highlight of our huddle comes at the very end, when we all take a moment to engage in the Daily Riddle. This fun tradition has become a cornerstone of our culture, offering a lighthearted way to challenge our minds and bond as a team.
The riddle is a small but crucial part of our day, adding a bit of playful competition and fun. As a part of a three-month-long competition, every team member earns points for correctly solving the riddle. These points accumulate over the course of the months, and at the end, we crown the Riddle Champion—someone who's mastered the art of outwitting the brain teasers. While the challenge is entertaining, it also fosters a spirited sense of camaraderie within our team, helping to maintain a healthy balance of work and play.
See if you can solve today's brain teaser :-)
Making a Difference–Thousand Trees at a Time
We believe in more than just providing excellent financial guidance. For every transaction we close, a thousand trees are planted, helping restore ecosystems, fight climate change, reforest countries and offset our carbon footprint.
To Our Future Generations, We Care About You
By partnering with Evertreen, we're contributing to global reforestation efforts.
We are all about the impact this drives.
It goes beyond environmental benefits. Planting trees can create work hours, stimulate economies, uplift communities, and empower women. Beautiful, right? We agree.
Sustainability is not a trend for us.
It is a philosophy we adhere to with every decision we make, every business we sign and every initiative we take.