Let's grow your business!
Let's grow your business!
Our passion is solving financial problems to help grow small businesses into highly successful companies. We would love to work with you.
Our goal is to provide you with the financial services and advice you need, so you can focus on running your business.
Whether you're in the process of raising your first round of seed capital, thinking about borrowing $30M for expansion, or have been running your business for years and need to refresh your financial strategy, allow our experience to advise you. Our mission is to create relationships, not transactions, and build a business that accomplishes your personal goals.
With a passion for solving financial problems, often under tight deadlines, we love finding creative solutions for your financial needs. Working with early-to-mid stage companies is our sweet spot. Our goal is to turn your vision into a reality by creating a strategic financial plan with a roadmap on how to achieve each stop along the way.
With over 25 years in finance serving in roles including CFO, financial advisor, investor, and board member, we have worked with companies in just about every sector of the economy, raised millions of debt and equity capital, funded and advised on hundreds of M&A transactions, and assisted with the restructuring and recapitalization of countless small businesses
Our relationship starts with a conversation about your goals for the business (increase cash flow, raise capital to expand, consider a strategic acquisition, etc.). From there, we will develop a workplan that outlines the key focus items and creates a timeline with deliverables.
Working with small to medium sized businesses is our passion. Over our careers, we have looked at hundreds of businesses and have a knack for quickly identifying the keys to success. Our passion for this type is work is reflected in our service as a mentor, judge and ambassador to both the MassChallenge and New England Innovation Network programs.
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