Operators who have done this - for themselves
Founders, investors and operators - not transactional hired guns.
Mark Brenner
M&A advisor leading sell-side and buy-side execution across the middle market (including selling companies he founded). Deep transaction experience and buyer networks.
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Ed Lafferty
Venture partner and CFO spanning capital formation, fund management, financial operations and broker-dealer compliance across 3 decades, with wide access to capital and financial buyers.
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Olek Shestakov
Serial entrepreneur and venture-studio founder who has built, scaled and sold technology companies. Leads technical, product and AI diligence, with investor-side experience across many industries.
in · LinkedInWhat every engagement draws on
The strengths our partners bring to the table - together, on every deal.
30+ years of institutional finance.
- Corporate finance leadership - treasury, tax, structuring & accounting; Controller at Berkshire Partners, CFO at Saturn Partners.
- VC partner & investment committee - 20+ years across structuring, follow-ons, valuations and exits.
- Capital raising & syndication - multi-million-dollar financings and investor syndicates.
- Restructuring & value maximization - engineered outcomes for complex situations.
- Regulatory & fiduciary precision - full-scope broker-dealer compliance (FINRA & SEC).
25+ years building, scaling and selling technology.
- Technology & product leadership - turning complex tech into scalable, revenue-generating platforms.
- Technology validation & audit - independent evaluation for acquirers, boards and investors.
- AI & digital transformation - AI, automation and cloud applied to lift enterprise value.
- Advisor to founders & growth companies - product-market fit, commercialization and scaling.
- Across the stack - software, hardware, AI, robotics, data and integrations.