Leadership Team

Our executive team brings decades of experience from top financial institutions and consulting firms.

Managing Director

Michael Chen

Managing Director

With over 20 years of experience in corporate finance, Michael specializes in M&A advisory and capital structure optimization.

M&A Advisory Capital Markets
Chief Financial Officer

Sarah Williams

Chief Financial Officer

Sarah brings extensive experience in financial planning and analysis, having led finance teams at Fortune 500 companies.

Financial Planning Risk Management
Head of M&A

David Park

Head of M&A

David has advised on over $10 billion in transactions across technology, healthcare, and industrial sectors.

M&A Due Diligence

Advisory Team

Our senior advisors bring specialized expertise across industries and functional areas.

Senior Advisor

Jennifer Martinez

Senior Advisor, Healthcare

Former healthcare executive with deep expertise in healthcare M&A and regulatory compliance.

Healthcare Regulatory
Senior Advisor

Robert Thompson

Senior Advisor, Technology

Technology industry veteran with experience in venture capital and growth equity investments.

Technology Venture Capital
Senior Advisor

Lisa Anderson

Senior Advisor, Risk Management

Risk management specialist with expertise in enterprise risk frameworks and compliance.

Risk Compliance