Our Team

Our team provides unparalleled guidance to our clients through a combination of deep financial, strategic, and subject matter expertise.  We have successfully helped clients, ranging from start-ups to established corporations, to develop strategic business and operating models; rationalize assets; optimize product offerings and service strategies; and provided comprehensive guidance on a full range of M&A activities, from fund raising to full acquisitions. We are a team of professionals that include subject matter experts, CFA charterholders, and top tier MBAs with extensive experience in top consulting firms, investment management, operating and M&A shops. Our service offerings are broad, covering different stages of company and product life cycle.