Our team comprises seasoned operators and advisors who have held senior roles across finance, investment banking, private equity, consulting, and sales management.
| Backgrounds | CFO Private Equity Investment Banking Sales COO CRM |
|---|---|
| Markets | North America Europe Asia |
| Sectors | Diverse sector experience with a focus on Technology, Financials, and Industrials. |
Financial operating process design, forecasting, KPI reporting, systems and controls, technical accounting, tax and audit support, risk management, and compliance — built from time spent as CFOs and VPs of Finance inside growth companies.
Operating partner experience gained as principals and directors backing growth companies, with a track record spanning M&A, financing, and portfolio management.
Advisory and execution experience on both sides of the table — as bankers and as principals — covering valuations, due diligence, listing preparation, and capital markets advisory.
Direct experience advising boards and shareholders through governance, strategic, and financial decisions at both public and private companies.
Design, implementation, and governance of sales ecosystems, including KPI design and management and data-driven transformation.
Aon Credit Suisse Goldman Sachs HSBC J.P. Morgan Macquarie Morgan Stanley PwC Société Générale Terra Firma TPG
The Team