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.