Our Team
Experience in investment banking and private equity (8+ years). Previously closed three platform investments at H.I.G. Capital and worked at Morgan Stanley. MBA from Harvard Business School; BS from Cornell University.
Extensive background in PE, investment banking, post-merger integration, and corporate finance. Formerly at Rhône Capital and Axial Reade Capital. Started career at Morgan Stanley. Magna cum laude, Dartmouth College.
Operationally-minded CFO with expertise in acquisitions and financial integration. Led successful integration of five acquisitions at Alliance Environmental Group. MBA from Loyola Marymount University.
Over a decade of U.S. Army service commanding combat units; managed $100M+ in assets and led 150+ person teams. Later taught economics and finance at West Point. MBA from Harvard Business School.
10+ years in private equity and investment banking. Executed several billion in PE buyouts at GIC and D Cubed Group. Began career at Citigroup. MBA from Harvard Business School; BA from University of Pennsylvania.
Nearly four years in private equity and consulting. Spearheads financial modeling and FP&A projects. BS in Engineering from Los Andes University; completed CFA Levels I and II.
Qualified Chartered Accountant with diverse finance experience. Recently worked in London with venture capital and private credit firms. Seven years in public accounting specialising in business strategy and tax advisory.
5+ years in strategy and finance consulting. Engages in risk management and financial modeling. BS/MME in Mechanical Engineering and MSc Finance from INCAE Business School.
5+ years in M&A and financial advisory, focusing on cross-border transactions. M&A Analyst at Lazard's Global Financial Advisory; Associate at Alteon Partners. BA in Economics from Pontificia Universidad Javeriana.
Experience in strategy and financial analysis. Led initiatives in portfolio analysis and customer segmentation in the banking sector. Master's in Analytics, Innovation and Technology Management from INCAE Business School.
BS in Business Administration (Finance and Economics) from University of Nebraska-Lincoln. Started at Nelnet Inc. (NYSE: NNI); worked as Investment Banking Analyst at Heritage Financial Advisors in Colombia.
BS in Public Accounting with specialisation in Forensic Auditing. Extensive experience in financial analysis and internal controls. Worked at EY, PwC, Deloitte, and BDO.
Works on M&A, private equity, and Office of the CFO projects. Previously interned at Zeus Enterprises. Finance degree from Florida State University.
BS in Industrial Engineering from University of Costa Rica. Experience in data analysis and process improvement. Previously interned at Kimberly-Clark supporting financial operations.
BS in Finance from Javeriana University. Strong background in corporate finance and financial modeling. Served as Director of Investment Banking for university's Finance Group.
Business Administration degree from Universidad de los Andes with minors in Economics and Law. Investment banking background involving securitisation issuances and bonds.
BS in Business Administration with IT minor from Universidad de los Andes. Built foundation in financial analysis at Deloitte's Transfer Pricing practice.
BS in Business Administration with Economics minor from University of the Andes. Financial modeling and business analysis expertise. Formerly Search Fund analyst at Octagon Equity.
BSc in Mathematics with Economics from London School of Economics. Project finance and credit internships at Mizuho. Equity research rotation experience in TMT and healthcare sectors.