OUR APPROACH
A platform built around inflection points, not transactions.
Cordis was designed as a principal-first system that stays in place before, during, and after major decisions.
We don’t appear for a single deal and disappear; we help principals architect, execute, and live with the outcomes of their choices.
Our model integrates strategic readiness, transaction support, new venture building, and long-term stewardship—supported by a broader ecosystem of
advisors, research, and aligned peers through the Cordis Institute™, EVO™ Alliance, and the Cordis Endowment.
The Cordis Approach
01
Inflection Readiness
We clarify goals, structures, risks, and relationships before decisions lock in.
This includes the realities behind ownership, gifting, QSBS, governance, and the people those choices affect.
02
Strategic Transactions & Capital Moments
When a principal approaches a sale, succession, acquisition, or capital event, we help orchestrate the process, coordinate advisors, and protect alignment at each stage.
03
New Ventures & Equity Participation
For principals and partners building what comes next, Cordis can stay involved in design, governance, and selective strategic participation—so new chapters are built on a stronger foundation.
04
Long-Term Stewardship
After major events, we remain focused on clarity: family systems, governance, reinvestment frameworks, and the ongoing decisions that define legacy over decades.