The Fiduciary Standard · Transparency — Independence — Accountability
Undivided loyalty, from the first call to the wire.
Neri maintains a fiduciary relationship with every client — the highest ethical standard in advisory. Our fundamental obligation is to make recommendations in your best interest, always. Impartial advice. In-depth transactional expertise. An environment of absolute confidentiality.
"We owe our clients a duty of undivided loyalty and utmost good faith." — Firm principle, held since 2006
Transparency
Market-aligned valuations built on your actual financials, industry standards and current market conditions — a trusted benchmark that buyers, bankers and advisors rely on when critical decisions are made. You see the work product. You keep the work product.
Independence
Sector-agnostic by design, with deep experience across construction, aerospace, consumer, technology, industrials, healthcare, energy, business services, real estate, telecom and media. We are engaged for advice — not for a proprietary agenda.
Accountability
The Neri difference is embodied in a team of entrepreneurs who have founded, grown and sold their own businesses. Each advisor has personally faced the challenges of scaling and exiting a company — so the advice is real-world and tangible, not theoretical.
A father, a son, and a shared vision.
Neri Capital Partners was established in 2006 by Michael and Eric Togneri — a father-and-son team who shared one vision: helping business owners successfully determine, build and realize the value they have created. Nineteen years later, that vision has carried 238+ business owners to exits on their own terms.