OUR
PHILOSOPHY

Provide precise and expert corporate growth, strategy, and finance solutions for challenges in your company's path. We design a ROADMAP for success and execute for each milestone you set so you can always be nimble and effective.

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OUR VISION

OUR VISION

Focused on deploying

25 years of strategy

and execution skills to

innovative companies,

ideas, and people

OUR MISSION

Prioritize and execute

project ROADMAP for

solving known and

unknown problems

OUR GOALS

Define sustainable

solutions for clients

using our tested

framework for

problem solving

ABOUT US

ABOUT
US

Broad Functional Leadership

TACTICAL

M&A Due Diligence

20+ transactions

$15M- $2B

Experienced

CFO/VP finance

CAPITAL STRATEGY

VC equity/debt

Traditional-

Debt/Refinance

LEADERSHIP

Experienced

operator for

company launch,

growth, scale, and exit

READINESS

Operational, IPO

and Capital

Markets readiness

RESOURCE

Strategic Advisor

to C-suite,

Operations,

Finance, Corporate

Development

KEY PEOPLE

JAMES MALONE

CPA JD MBA

Subject Matter Expert

MIT, EY, PWC, VC backed

growth

EXTENDED NETWORK STAFF

Proven and tested cadre of professional associates including

off-shore and

on-shore resources

We are corporate executives with extensive experience in strategy, finance, operations, controllership, sales operations, capital raising.

IPO, mergers & acquisitions and divestiture with public and private company experience.

Assisted clients on over 20 M&A transactions (private equity and strategic) ranging from $15M to $2B.

Designed, configured and implemented critical systems for aggressive growth strategies.

Executive leader at large and emerging growth companies ($300M VC backed sale), Venture debt raise ($15M and $25M), Convertible debt ($38M), Cross - over raise ($20M), IPO and equity markets ongoing assessments.