Reclaim Your Time
Sharpen Your Edge
Scale Your Impact

Founded to Solve a Clear Problem.

Investment, M&A, finance, portfolio management and FP&A teams at financial services firms and corporates need fast, high‑quality analysis and business support. But scaling in‑house resources consumes management attention and demands a long-term commitment.

Work as an Extension of Our Clients’ Teams.

We deliver high-quality, AI-enabled investment research, analytics, and transaction support through high-performance turnkey teams with consistent points of contact. Our clients – from investment funds and wealth advisors to corporates and investment banks – achieve superior outcomes with faster turnaround on their most critical priorities while scaling flexibly with us.

Quality is Non-Negotiable.

We take pride in our selective hiring and rigorous training program, through which new hires undergo immersive, case‑driven onboarding – designed by professionals who have sat on the client’s side of the table. Our teams comprise multiple levels of seniority and are mentored by leaders with experience at blue-chip financial institutions.

World-Class Execution With Global Experience

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Leadership With Deep Investment and Advisory Expertise

Amit Sabharwal

Amit Sabharwal

Founder & Managing Partner

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Andrew W. Wilson

Andrew W. Wilson

Senior Strategic Advisor

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Amit Sabharwal
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Amit Sabharwal

FOUNDER & MANAGING PARTNER

  • Founded Tristone in 2018 after a career in global finance across investment banking & corporate M&A.
  • At Tristone, trains and mentors our team and also supports clients as needed. Has led diligence for Family Offices on Direct Investments & Co-Investments and evaluated more than 75 alternative investment funds.
  • Member of IC of a $1B single family office.
  • Formerly with CSFB & Lehman Brothers; underwrote $15B+ in leveraged loans and high-yield bonds for 10+ LBOs and M&A transactions across industries.
  • Began career at Citibank’s Global Project & Infrastructure Finance Group in NY.
  • Led M&A and Capital Market financings for the infrastructure and energy business of Essar Group.
  • MBA from Texas A&M; studied finance at UCLA Anderson; Executive Education at Harvard Business School.
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Andrew W. Wilson

SENIOR STRATEGIC ADVISOR

  • Adviser to Family Offices and HNW clients.
  • Has served as trustee of The Mannheim Trust since 2001, overseeing a diversified portfolio across real estate and private equity.
  • Chairman of a Bermuda-based trust that controls a family office and businesses in manufacturing, retail, and real estate.
  • IC member for two other family offices.
  • Former Equity Capital Markets banker with Bank of America, Bear Stearns, JP Morgan, and Goldman Sachs.
  • Worked as a corporate and securities lawyer at Sullivan & Cromwell.
  • BA, History & Economics – Hamilton College; JD/MIA – Columbia University.
Andrew W. Wilson

Team Overview

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