From project start to finish, we want to work as collaboratively or independently as necessary, depending on the transaction involved and our client's preferences. To assure a constructive and efficient engagement, we will adapt to our client's own unique process and workflow.

We understand the importance of timeliness and accessibility and will work diligently to meet your needs and time frame and to be available for questions and consultation. We can build upon a preexisting framework of ideas or create a framework of ideas from scratch. Our goal is to produce a quality product that best helps our clients succeed.

Confidentiality is extremely important to us. We understand that client relationships can be particularly sensitive when securing a round of financing or during a transaction from either the buy-side or sell-side. Our firm wants to add value through a collaboration that is most comfortable to all parties involved, whether that entails operating anonymously as in-house support, or independently, working as an advisor in the collective process.

The Greystone Group, LLC works privately for the firm without client contact and can be represented as internal support within the firm.

The Greystone Group, LLC is introduced to the client through the firm and communicates directly as needed.