At True North, we emphasize long-term relationships. We want to join your existing team of business advisors, alongside your bank, law firm, accounting firm, or estate/financial planner.

Our extensive industry contacts—ranging from local CPA and law firms to national investment banking firms, private equity and family offices—enable us to find the best-matched capital sources, sector-specific buyers, acquisition prospects, and specialized advice for your unique needs.

Our team is committed to providing timely advice and recommending best practices to ensure the success and sustainability of local nonprofit organizations. True North’s principals recognize that the financial knowledge, strategic skills, and relatable experiences they bring to private sector clients can also benefit nonprofit and faith-based organizations. Every client and project receives the diverse and expansive expertise of our team members.