We are a full-service financial advisory and independent registered investment advisor providing comprehensive financial solutions and delivering attractive risk-adjusted returns for our clients.

Our Services

  • SDP provides a wide array of world-class strategic investment banking and financial advisory services to our clients. Chris has completed over $2B of transactions in his career and across a range of industries. We are committed to providing our clients mission critical strategic and financial advice at every step of an engagement.

    If you are considering a strategic transaction for your business, please reach out.

  • Providing bespoke wealth and asset management solutions. Our mission is to deliver sustainable, long-term outperformance for our clients. Our portfolio management solutions are tailored to the risk tolerance and asset profile of our clients.

    For a comprehensive review and analysis of your portfolio, please reach out.

  • As part of our services, SDP provides strategic advisory services including transaction and market due diligence, macroeconomic reporting, and geopolitical analysis.

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