Mitchell Street Capital (MSC) values our relationships with the professional advisor community. Our referral partner network includes CPA firms, Investment Advisors, Law Firms and others.
Our Principal started out as a trainee accountant at PwC before qualifying as a CA(SA) and CFA. We understand and respect the level of professionalism your clients expect.
client considering exiting the busness? msc may be a good option
MSC’s model tends to be a good fit for owners who are considering retirement but lack an obvious successor and do not want to sell to a competitor.
Our investment philosophy is based on long term growth. As such, business owners who prioritize the wellbeing of the team, preservation of legacy and a fair sale price, find substantial value in engaging with MSC.
We are able to offer attractive referral incentives in certain circumstances and welcome the opportunity to discuss how we might best serve your clients.
Our standard draft referral agreement and fund profile documents are available for your review below.
Have a free moment between juggling clients and managing filings?
We’d love to learn more about your practice and how we may be able to help.