Our Culture
Everything that makes us - us.
We value kindness, balance, and sustainability
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We care. We are empathetic, helpful, and grateful.
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We balance our work life with time for family, friends, fitness, faith, and fun.
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We strive to be carbon neutral.
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We fully appreciate how our individual effort contributes to our NorthStar KPI: the percentage of transactions that close.​


We embrace continuous improvement
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We continuously look for ways to increase our efficiency and effectiveness through technology and process.
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We ask more questions. (Einstein said that if he had an hour to solve a problem, he’d spend 55 minutes asking questions.)
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We leverage AI whenever possible, while embracing intuition.
We thrive on teamwork and collaboration
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We are a team; we are responsible to each and for each other.
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Our clients (and their other advisors) are our extended team.
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We own our mistakes, learn, and move on.
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We over-communicate, especially with remote team members.

We value details and deadlines
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We rely on complete and accurate/current data on companies and people; details are of the utmost importance.
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We always double-check numbers, regardless of their source (research reports, clients, fellow team members).
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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!
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In M&A, there’s only: no luck, bad luck, and hard work.
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212°F triggers a phase change: Hâ‚‚O turns to steam. In M&A, the phase change we are pursuing is “most deals don’t close” to “most deals do close.”
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Our firm belief that 212°F of effort yields this phase change creates a virtuous cycle of hard work.
