A private alliance for the people who shape important decisions—
and those trusted to stand beside them.
Clarity, judgment, and strategic leverage—shared inside trusted rooms built for high-stakes moments across ownership, capital, family, and the systems that connect them.
PRINCIPALS. OPERATORS. ADVISORS. | INVITATION ONLY.
What lives inside EVO™ Alliance.
EVO™ is a private environment for principals, operators, and advisors who work in and around high-stakes decisions. It is built for inflection points—sales, acquisitions, successions, capital shifts, restructurings, and the personal chapters that follow.
The purpose is simple: create rooms where judgment improves, decisions get clearer, and the right relationships surface at the right time. No noise, no pitch decks, no performative networking—just serious people, serious context, and a standard of conversation that reflects it.
Moments where a decision can reshape a business, a family, or a balance sheet.
Principals and the advisors they trust, curated for depth, not volume.
Structured conversations, quiet introductions, and applied frameworks, not content for content’s sake.
EVO™ is:
- A disciplined alliance for decision-makers and those who advise them.
- A place where inflection-point questions are examined in real time.
- A quiet engine for judgment, introductions, and future opportunities.
EVO™ is not:
- Not a generic networking group or membership program.
- Not a mastermind, coaching cohort, or mass conference circuit.
- Not a referral club, marketing channel, or public community.
Built for the professionals who
shape outcomes at moments that matter.
EVO™ Alliance brings together the advisors, operators, buyers, deal team members, and principals whose work influences strategic decisions, generational transitions, and high-stakes inflection points.
Advisors in the Inflection Economy
Trusted professionals who guide founders, operators, clients, and families through moments where clarity, speed, and judgment determine outcomes.
Operators & Deal-Side Leaders
CFOs, COOs, and functional experts who drive readiness, expansion, integrations, and value creation across the lifecycle.
Buyers, Capital Partners & Acquirers
Individuals and firms engaged in acquisitions, joint ventures, corporate development, succession partnerships, or independent sponsor work.
Founders & Principals
Leaders navigating expansion, leadership evolution, succession, or the next chapter after a major strategic event.
What happens inside EVO™ Alliance.
Behind the name is a disciplined structure—rooms, rhythms, and signals—designed to create clarity for principals and the advisors who stand beside them. Nothing is accidental, and nothing is built for volume.
Rooms that match the decisions at hand.
Small-format roundtables, mandate-focused working sessions, founder and advisor salons, and occasional larger briefings—each curated around specific inflection points such as readiness, succession, acquisitions, divestitures, or post-liquidity chapters.
A deliberate rhythm—not a calendar to keep up with.
EVO™ moves in seasons, not noise. Members are invited into conversations, working groups, and private sessions when there is context, relevance, and value—not to fill seats or satisfy attendance metrics.
Signals that lead to the right introductions.
Within the alliance, principals and advisors share the decisions they are weighing, the capabilities they bring, and the opportunities they see. From there, introductions and collaborations emerge naturally—quietly curated, never forced or transactional.
A bridge into the broader Cordis ecosystem.
When appropriate, work inside EVO™ may connect into Cordis advisory mandates, Institute research, or future ventures—always aligned with the principal’s objectives, and always grounded in trust.
Access to EVO™ Alliance is selective—and intentional.
Membership is extended to principals and advisors whose work, values, and judgment strengthen the ecosystem. There is no application. No open enrollment. Only alignment, contribution, and readiness for a higher standard of collaboration.
If you believe the conversations inside EVO™ are where your next chapter should be shaped—or if your work consistently intersects with significant inflection points—we welcome a confidential introduction.