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Proven. Seasoned. Balanced.

Choosing the right financial service partner becomes a matter of trust—based on quantifiable factors.

Our staff is proven.
We’ve sat on both sides of the table as CFOs, investment bankers and consultants. Our clients choose us because of our unique blend of operating, strategy, finance and technology skills that supplement our core investment banking expertise. Our backgrounds include CFO roles at pre-IPO and large established companies, general management, business development and Fortune 500 companies; we have Big 4 public accounting experience, as well as strategic consulting and investment banking experience at leading firms such as First Boston, Dean Witter and Bear Stearns.

We then apply this knowledge and experience into creating solutions to guide companies through rapid growth, capital constraints, management-team development, human resources issues, mergers or acquisitions, business development, and work-outs or turn-arounds.

Key management bios:

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