Services Provided

We serve as your Chief of Staff on projects for Business Aviation Investors.


Each project is individualized to the wants and needs of each relationship and builds upon the strengths of your team and our experiences. We look forward to creating a collaborative partnership with you and your team.


Services for Business Aviation Companies


For business aviation focused companies, we provide you and your team with the analytical bandwidth to identify, develop, and implement strategies to support your growth.

 
We incorporate our wide ranging and expansive experiences that involve overseeing the financial operations of a multi-million dollar revenue unit for a multinational company; large scale budget development; due diligence of new markets and evaluation of existing market returns; business valuation; portfolio management; collaboration with multiple stakeholders; and investor reporting to develop that path towards realizing the returns that you need. We recognize that each request is unique, but we build upon our strengths of working with diverse teams to deliver the result you need to achieve your customized goals. 


Examples of projects include:

  • Recapitalizing an aviation focused business and positioning it for sale
  • Developing a financing strategy for the sale of business assets - both tangible and intangible
  • Evaluating a new revenue stream for an existing business
  • Obtaining financing from alternative and traditional lenders 
  • Creating risk assessment protocols to ensure clarity in growth and development of long term partnerships  


Services for Individual Investors and Family Offices

Services for Individual Investors and Family Offices

For those who own business aircraft or who work with the users of business aviation, we provide you with clarity and transparency by building a cohesive team that builds upon the specialization of its experienced members (legal, brokerage, insurance, appraisal, financiers, management companies, and tax advisors.)


  • We communicate amongst multiple parties that move your acquisition forward on its needed timeline.
  • We support you through the credit presentation; development of the term sheet; review of the legal documentation from a financing perspective to ensure your needs are met; and legal negotiations for the aircraft financing and other asset categories (art, yacht, winery/vineyard); and closing process.
  • We remain with you through the lifecycle of your investment and identify opportunities to maximize your return as your requirements evolve.
  • We support investors and their teams in conducting the due diligence to select early stage aviation industry service ventures.

For those who own business aircraft or who work with the users of business aviation, we provide you with clarity and transparency by building a cohesive team that builds upon the specialization of its experienced members (legal, brokerage, insurance, appraisal, financiers, management companies, and tax advisors.)


  • We communicate amongst multiple parties that move your acquisition forward on its needed timeline.
  • We support you through the credit presentation; development of the term sheet; review of the legal documentation from a financing perspective to ensure your needs are met; and legal negotiations for the aircraft financing and other asset categories (art, yacht, winery/vineyard); and closing process.
  • We remain with you through the lifecycle of your investment and identify opportunities to maximize your return as your requirements evolve.
  • We support investors and their teams in conducting the due diligence to select early stage aviation industry service ventures.


Client Testimonials


Shelley is a consummate professional. She is both extremely knowledgeable and well-connected to honorable, top-notch experts in every aspect of aviation. Her services make the aircraft acquisition process dramatically easier, and you get all this at a great price.


First time aircraft owner who made a complex, international acquisition




I'd be paddling circles in the ocean without [her and the team assembled]


Start up Private Equity Firm Manager