About THEOREM

THEOREM was founded by a management team with deep backgrounds in strategic consulting, institutional investment, and public–private venture development. Our firm was created in response to a growing need within the investment ecosystem: institutional investors and global companies increasingly require leadership teams capable of building real operating platforms—not merely managing assets—and emerging fund managers must meet institutional standards of cohesion, governance, and long-term execution. We specialize in two core areas: recruiting management teams—from board members and senior advisors to Chief Executive Officers—to oversee direct-investment ventures for institutional-investor clients; and identifying and recommending management teams who are forming or raising new private-equity, venture-capital, or other investment vehicles for those same clients.

Our work sits squarely at the intersection of leadership and capital formation. Direct-investment ventures, newly created subsidiaries, joint ventures, and specialized operating platforms demand operators with the judgment and execution capability to translate capital into enterprise value. At the same time, emerging fund managers seeking institutional capital must demonstrate that their leadership, team dynamics, and track record can support a repeatable and scalable investment strategy. THEOREM brings a unified advisory approach to these challenges—evaluating management teams with institutional rigor and recruiting leaders capable of driving strategic, financial, and operational performance.

We are differentiated by the breadth of our experience and the specificity of our focus. Our founders and advisors have spent years working with global investors, corporate executives, private-equity sponsors, and public-sector leaders across infrastructure, technology, manufacturing, energy, logistics, and innovation-driven sectors. This multidisciplinary background enables us to understand not only the leadership requirements of investment platforms, but the broader industry dynamics, public-policy environment, and strategic considerations that shape long-term economic outcomes. From early-stage ideation and market assessment to governance structuring and leadership selection, we support clients through the full lifecycle of new venture formation and fund development.

At the center of our philosophy is a conviction that leadership is the most reliable determinant of investment success. Direct investments do not succeed because of capital alone; they succeed when led by individuals capable of navigating complexity, executing with discipline, and building organizations that endure. Similarly, emerging fund managers earn institutional support not solely on thesis quality, but on their ability to demonstrate cohesion, credibility, and a durable platform vision. Our advisory model reflects this reality. We evaluate management teams holistically—assessing their strategic clarity, decision-making processes, operating experience, governance readiness, and long-term alignment—and we recruit leaders who can guide ventures and funds through cycles of growth, challenge, and strategic evolution.

We also bring a distinct public–private dimension to our work. Many of the ventures and platforms we support involve collaboration between institutional investors, global companies, and state or local economic-development agencies. These initiatives often sit at the intersection of public-policy objectives—such as job creation, manufacturing reshoring, innovation capacity, climate resilience, and infrastructure modernization—and private-capital mandates. THEOREM helps bridge these spheres, ensuring that leadership teams and investment platforms are aligned with both commercial imperatives and public-benefit outcomes. This perspective provides an additional layer of strategic insight that strengthens the long-term viability and societal impact of the ventures we support.

Our clients span the global investment ecosystem: public pension funds, sovereign wealth funds, endowments, private-equity firms, venture-capital groups, family offices, corporate-development teams, and sector-specialist operators. Whether we are recruiting a CEO for a newly formed investment platform, evaluating a management team raising its first institutional fund, or advising investors on the leadership capability of a direct-investment venture, our goal remains the same: to position each initiative for durable growth, disciplined execution, and sustained strategic relevance.

At THEOREM, we combine leadership expertise, investment acumen, and public-private perspective to shape ventures that matter. Our work is built on clarity, discretion, and long-term partnership. We help institutional investors and emerging managers build the leadership foundations that enable ideas to become enterprises—and enterprises to become enduring platforms.

Our Approach

Bespoke Strategies - At THEOREM, our work begins with the recognition that every direct-investment venture and every new investment vehicle is shaped by the specific leadership required to execute it. Because our advisory practice is centered on recruiting management teams and evaluating emerging investment platforms, we design strategies that reflect the unique objectives, risk profiles, and institutional mandates of each client. Whether the engagement involves building the inaugural leadership team for a newly formed operating company or assessing the management capability of an emerging private-equity or venture-capital platform, our approach is tailored to align leadership structure with investment intent. We ensure that the executives selected—and the teams we recommend—are positioned to translate strategy into action, govern with discipline, and deliver long-term performance.

Comprehensive Market Analysis - Our recruitment and evaluation work is strengthened by continuous, real-time insight into the sectors where institutional investors and emerging managers are most active. We maintain deep visibility across infrastructure, technology, energy, manufacturing, life sciences, and other innovation-driven domains, enabling us to identify the executives and teams whose experience aligns with the strategic focus of our clients’ ventures and funds. Because we are engaged in both leadership recruitment and investment sourcing, we often encounter opportunities at an early stage—before they reach the broader market—giving our clients access to both high-caliber executives and differentiated emerging managers. This sector intelligence and early visibility allow us to connect leadership talent with investment opportunities where their capabilities will have the greatest impact.

Rigorous Evaluation Process - Central to our work is a rigorous evaluation process that integrates leadership assessment with investment fundamentals. When recruiting executives for direct-investment ventures, we examine operational capability, governance maturity, strategic clarity, and the ability to lead through scaling, transformation, or complexity. Similarly, when assessing management teams raising new funds, we evaluate track record, cohesion, investment discipline, decision-making processes, and long-term platform durability. We review each opportunity—whether a new venture or a new fund—through an institutional lens, assessing not only the leadership’s historical performance but its ability to deliver repeatable results. This disciplined approach ensures that the executives we place and the managers we recommend are aligned with the strategic priorities of our clients and capable of building platforms that attract, steward, and grow institutional capital over time.

Why Us

At THEOREM, every engagement begins with a clear understanding of the client’s mandate—the strategic priorities, capital objectives, and performance expectations that define the trajectory of a new venture or investment vehicle. Whether an institutional investor is seeking to build the leadership team for a direct-investment platform or evaluate the management capability of an emerging fund, we anchor our work in the mandate that drives the investment decision. This ensures that leadership evaluations, recruitment strategies, and platform assessments are aligned with the long-term outcomes our clients are pursuing.

Expertise Across Sectors - THEOREM brings deep, cross-sector expertise spanning advanced technology, biotechnology, energy, infrastructure, and innovation-driven industries. This sector fluency allows us to understand how leadership capability, operating models, and investment strategy must align within each domain. Whether recruiting executives for newly formed direct-investment ventures or evaluating management teams raising new private-equity and venture funds, our knowledge of industry dynamics enables us to identify teams whose experience matches the strategic intent of the opportunity. This breadth of insight allows us to navigate complex mandates, assess leadership requirements with precision, and shape investment platforms capable of delivering long-term, scalable value.

Proven Track Record - Our track record reflects years of advising institutional investors, emerging managers, and corporate partners on the leadership and organizational foundations that determine investment performance. We have supported the formation of new operating companies, the launch of sector-specific investment vehicles, the recruitment of inaugural leadership teams, and the evaluation of managers seeking institutional capital. Across these engagements, our disciplined approach—grounded in leadership assessment, strategic clarity, and institutional-grade evaluation—has consistently helped clients advance initiatives that are durable, commercially sound, and positioned for long-term success. Our work is defined not merely by transactions executed, but by platforms built and teams positioned to perform across cycles.

Network of Relationships - THEOREM operates within an extensive global network of institutional investors, fund managers, corporate executives, legal advisors, operating partners, and sector specialists. These relationships give our clients early visibility into emerging leadership talent, new investment vehicles, corporate carve-outs, joint-venture concepts, and pre-process direct-investment opportunities. This connectivity allows us to identify management teams before they enter formal fundraising markets, to source executives who are not broadly in circulation, and to bring together partners capable of building new platforms with institutional credibility. Through this network, we bridge strategy and execution—ensuring that the leadership we recommend and the opportunities we advance are grounded in real-world capability and strong institutional alignment.

Our Team

We bring together professionals with backgrounds in strategic consulting, institutional investment, private markets, direct-investment structuring, and leadership assessment. This blend of experience equips us to understand not only the mechanics of capital formation but the organizational and leadership dynamics that determine whether a new venture or investment platform succeeds. Our advisors have spent decades working across sectors—including infrastructure, technology, energy, manufacturing, real assets, and innovation-driven industries—giving us a practical understanding of how leadership, strategy, and execution must align to build durable enterprises

What differentiates our team is its ability to translate complex investment ideas into leadership and organizational requirements. We understand how institutional investors evaluate emerging managers, how direct-investment ventures scale, and how management teams must operate to deliver repeatable performance. This vantage point enables us to guide clients from the earliest stages of concept formation through leadership selection, platform evaluation, and institutional readiness. Whether recruiting a CEO for a newly formed operating company or assessing the leadership capability of a team raising its first institutional fund, we bring the strategic insight and analytical rigor required to support long-term success.

A Collaborative Model of Expertise - We believe exceptional outcomes emerge from a combination of deep internal capability and the targeted expertise of trusted partners. To enhance our advisory work, THEOREM collaborates with an extensive network of investment banks, legal advisors, technical specialists, operating executives, and sector-specific experts. These partnerships allow us to evaluate opportunities and leadership teams with a level of precision and context that traditional search or advisory firms cannot replicate.

By integrating external expertise into our process, we ensure that every leadership recommendation, platform assessment, or investment-sourcing initiative reflects a comprehensive understanding of market conditions, governance requirements, and operational realities. This collaborative model strengthens the integrity of our evaluations and increases our clients’ confidence in execution—whether they are forming a new investment vehicle, building a direct-investment platform, or assessing the leadership capability behind a high-conviction opportunity.

Across all engagements, our team is united by a common objective: to deliver insight, structure, and leadership alignment that enable ventures and investment platforms to perform. Through disciplined analysis, sector fluency, and a commitment to long-term partnership, we help clients build the leadership foundations essential for creating enduring value.

About THEOREM

Our Approach

Why Us

Our Team

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