An Agile, Senior-Led Advisory Team
Every deal is led by experienced professionals—ensuring clear communication, timely execution, and focused attention from day one.
- John Fang Managing Partner
- Nate Jackson Partner
- Rob Cooper Managing Director
- Mike Petsky Senior Advisor
- Kevin He Managing Director
- Josef Zarini Managing Director
- Matthew Kratter Advisor
- Devin Bostick Vice President
- David Churchill Vice President
- Andrew McMahon Vice President
- Marco Schuurman Vice President
- Cullen McCarthy Associate
- Hugh Owen Associate
- Zack Phillips Associate
- Andrew Kwon Associate
- Joey Yuan Senior Analyst
- Richard Yuan Analyst
- Andy Barba Analyst
- Eamon Shaffer Analyst
- Levi Herson Analyst
Our Differentiators
We identify the right strategic and financial avenues for business owners, investors and entrepreneurs that have made "all the difference"
Flexibility
We believe it is important to create multiple avenues of value creation, whether through a sale to a strategic party, to a financial party, a capital raise, an acquisition of another business, or the pursuit of one or more roads simultaneously.
Execution
Our time is our most precious resource, and we maximize it by bringing a high degree of planning and expertise to every client and every transaction. We do not make empty promises, and we strive to deliver results through a combination of senior level attention and great execution capabilities.
Speed
We know that market cycles and environments don't last forever, so we make the process of taking your company to market a priority to ensure that working with us is both time and cost efficient for you.
Depth
As trusted advisors to boards, companies, founders, and investors for many years, we bring deep industry relationships, advance knowledge of the key performance indicators that drive your business, and a global network of counterparties to the table when it comes time for a transformative transaction.



















