Independent advisory CH Global Capital is a boutique independent investment firm with a global reach and a focus on long-term capital appreciation, presenting a sales opportunity to offer scaled investment banking, asset management, or family office services to complement their bespoke advisory model.

Senior-led value Principals’ extensive 75+ years of combined experience and hands-on involvement in transactions suggest a receptiveness to premium due diligence, bespoke deal sourcing, and high-touch wealth management solutions targeting high-net-worth families and entrepreneurs.

Global network With an expansive network of investors, entrepreneurs, and large family offices, there is potential for partnership or consultative services in capital introductions, co-investment opportunities, and cross-border advisory aligning with their São Paulo and New York footprint.

Tech & infrastructure Current tech stack indicates reliance on core web and recruitment tools; upsell opportunities exist in modernized deal management, CRM, data analytics, and digital marketing to scale client acquisition and operational efficiency for a growing boutique firm.

Growth signals Revenue range of 1–10 million and a lean team of 2–10 employees point to potential for scalable outsourcing partnerships, advisory platforms, or outsourced compliance and back-office solutions to support growth without diluting senior involvement.