Advisory Services


The underlying philosophy of Inter-M Traders advisory services approach consists of providing solutions to complex business and financial problems. That might mean leveraging our extensive expertise to develop a creative financial or trading solution to a specialized client need or working through complex legal and capital considerations to arrive at the optimal capital structure in restructuring or recapitalization. We pursue selected assignments in which we can add value by bringing strategic and financial expertise to fulfil our client’s needs.

We have a unique view into what matters, and what works, when capitalizing on drivers of business performance and trading opportunities. With decades of experience working with companies to share, analyze, and apply proven practices, we begin with great outcomes and reverse engineer to help unlock your full potential.


Inter-M underwrites the equity portion of a transaction, both directly, and through a core group of associated family offices, on a deal-by-deal and no-fee basis, allowing its’ partner clients the opportunity to co-invest in its’ equity transactions. This model reflects our preference for investment discretion, with many high-net-worth investors themselves being hands-on business owners. When debt financing is required to structure an optimum transaction, we can arrange it through a wide array of leading financial institutions with which Inter-M maintains close relationships. Although far from formulaic, Inter-M’s private equity transactions share some basic features. Once we make an investment, we work with the company’s management to revitalize the business, making it more productive, more competitive, and more profitable. We achieve this by, among other things, streamlining operations, investing in future growth, and growing the top and bottom lines for the benefit of all stakeholders, including employees, customers, suppliers, and stakeholder communities in which the business operates.

Inter-M approaches business and investments as industrialists. We work closely with the management teams of companies that have strong business franchises, attractive growth prospects, leading market positions, and the ability to generate superior returns. We stay deeply involved in the operations of our investee companies, providing them with substantial resources over an average investment period of three to five years.


Above all, we have made it our number one priority to serve the needs of our investors and clients. This commitment is reflected in a culture that values integrity, professionalism, and a passion for excellence. It also leads us to operate with prudence, financial discipline, a long-term perspective, and a clear understanding that trust is something we must earn every day.

Our No. 1 priority is to serve the needs of our investors and clients.