Our Staff


Richard grew through the ranks of a startup that became a global digital marketing agency, ultimately launching a critical relationship with an international telecom. Founding and growing a BPO service provider with global clients, including AT&T, American Express, and HP, Richard eventually exited through a successful multi-tiered transaction. Serving as a trusted advisor to other entrepreneurs, Richard honed the concept of “multiple bites of the apple,” where all stakeholders continue to prosper with the amplified success of the enterprise. His unique insider perspective makes him a powerful transformation agent, seeking and maximizing the unique attributes of his clients. His handpicked team of savvy operations, marketing, legal, and finance experts brings a comprehensive solution to every client engagement, with the urgency to deliver optimal measurable results.


Steve is a seasoned investor in public and private equity, serving in business development, valuation, portfolio management and company research roles. He has managed and deployed capital for family offices, institutions, and high-net-worth individuals.

He brings broad buyside and sellside expertise and provides the highest level of service to our clients. Steve began his career in financial advisory with PricewaterhouseCoopers and FTI Consulting.


Eric is a seasoned professional with an extensive background in marketing consulting and business operations. His stable of clients has included healthcare, pharmaceutical, entertainment, and technology focused companies ranging from startups to Fortune 100.

He brings a unique skill set and an owner’s mentality to our client engagements to best position owners for successful exits.


Jeff serves as SVP of Finance. He has over 30 years of experience as a CFO and Financial Consultant in closely held emerging companies. He has played a major role in developing financial infrastructure and working with management, Board of Directors, investors, and lending institutions on financial and operating aspects of companies.

Jeff also spent 10 years as a CPA with Ernst & Young in New York City, where he was a Principal in their Emerging Business Practice, often assisting companies in going public.


Eric is a Senior Advisor and joined our team from a career in law enforcement. He received both his undergrad and MBA from University of North Carolina, Wilmington.

Eric leads our due diligence and research practice areas. He is a keen golfer and hunter along with being a newlywed.


Rupen is a former practicing attorney with over 10 years’ experience in corporate and intellectual property matters. He has represented a broad range of clients, from Fortune 50 to startups.

From a boutique litigation firm in Chicago to an internationally respected AmLaw 150 firm, Rupen honed his legal craft and business know-how. As a non-practicing attorney, he works with our clients to optimize business practices and maximize exit valuations.