About Us

• Co-Founder & COO - aerospace flight hardware manufacturer
• CFO/Partner - national civil construction services contractor to wireless industry
• Founding CFO - SaaS-based B2B enterprise software company
• Founder/General Partner - Registered Investment Advisor
• Partner - Wall Street & Silicon Valley investment banks
• Early-stage investor/Advisor - various companies including award winning Shark Tank D2C bicycle manufacturer
• Partner - hard-asset lender & equipment lessor

Diverse, impactful leadership as an entrepreneur, owner, C-suite executive and investment banker 

"We've been there and back again.  We know what you're dealing with. Leverage our expertise and contact network to get your business where you want it to be".