Organizational Growth Strategy & Technology

 James has over 26 years of experience as a Business Development Director in diverse verticals in software and IT consulting, with a distinguished career marked by consistent success in driving business growth and exceeding revenue targets. 

With a proven track record of leadership GTM strategy and innovation, James has established himself as a trusted partner for clients, by going above and beyond to ensure their needs are met and expectations exceeded.

As an innovative and strategic leader, James has played a pivotal role in the growth in business development and consulting, focusing on multiple verticals in Financial Services SaaS and FinTech data, communications, reporting and Public Sector investigative software technology. 

His ability to identify opportunities, overcome challenges, and drive meaningful change has positioned him as a trusted advisor and thought leader in the field of business development.

Based outside Minneapolis, Minnesota, James enjoys time with his family and friends, nature hikes, weight training and swimming.

Tom’s experience includes the development of demand generation and sales enablement strategies for companies ranging from startups to global technology giants. He has implemented go-to-market plans and technology stacks for firms providing solutions and services for data management, cloud and SaaS platforms, media and entertainment, education and learning, eCommerce, and cybersecurity.

With a proven track record of building marketing strategies and leading global teams, Tom has set the stage for the successful mergers and acquisitions of several startups and early-stage firms. His successes include the implementation of launch strategies, budgeting for marketing and business development, defining campaign performance goals, gathering market intelligence, planning digital tactics, sales enablement, identifying key buying personas, and driving growth results.

Tom’s skill with technology ranges from the integration of new and existing technology platforms including sales and ABM, to AI-based personalization and marketing lifecycle automation.

Gavin has over 20 years of experience in business development and partnership creation throughout the Americas, Asia, and EMEA.

He has a successful track record of proactively creating long-term partnerships and driving new business development across B2B, B2C, and B2G, alongside launching innovative products/initiatives and driving growth.

Gavin has held global commercial roles within the startup arena, most recently as the global head of commercial and partnerships at a technology company that achieved full acquisition. His experience encompasses diverse sectors such as Technology, Consumer Electronics, Retail, Professional Services and Pharma.

Gavin's career has thrived on long-standing relationships, which have been instrumental in creating new innovative partnerships and fostering discussions on leadership structure and strategy within the boardrooms of numerous major companies. Beginning his career at a global leading CRO, he has built two start-up businesses worldwide while overseeing several partnerships, manufacturers, distributors, and commercial teams across the globe.

Born and raised in Glasgow, Scotland, Gavin has been based in London, Paris, Chengdu, and currently resides in Atlanta. He holds a Bachelor of Science degree with Honors in Chemistry.

Kevin specializes in buy-side mergers & acquisition financial due diligence and assurance.

With a background in consulting, structured finance, and audit, Kevin is well-equipped to navigate the intricacies of engaging with industry leaders. 

His tenure within Fortune 500 companies and distinguished CPA firms not only showcases his deep comprehension of corporate landscapes but underscores his commitment to reinforcing financial governance and ensuring transactional integrity.

In this capacity, Kevin envisions each engagement as an opportunity to provide tailored solutions to his clients.  Kevin collaborates proactively, offering solutions that align with client goals.  His approach revolves around trust and confidentiality.   At the forefront of this venture, Kevin is resolute in instilling confidence in his clients. 

Based in Indianapolis, Indiana, Kevin's dedication to fostering a relationship built on trust and safeguarding sensitive information makes him the go-to partner for elite audits and M&A due diligence.

Jasmine is a seasoned business consultant with a diverse background spanning over a decade. She specializes in areas such as private equity analysis, venture growth, market analysis, and positioning, and developing and implementing business, change and project management plans.

With her extensive experience, Jasmine has led transformative projects across various industries, including Life Sciences, Healthcare, Technology, and Supply Chain.  She excels in developing comprehensive business plans, project plans, conducting financial analysis, and implementing strategies to drive organizational success and EBITDA improvement.

Jasmine's track record includes significant achievements, such as generating over $12 million in savings for clients and spearheading intellectual property development initiatives.  Her proficiency in tools like FactSet, MS Project, and Excel, coupled with her strong communication skills, makes her an asset in navigating complex business challenges and driving sustainable growth. 

Jasmine enjoys coaching C-level clients on industry best practices and she is well versed in creating presentations to distribute amongst stakeholders at the organizational level and from an investor perspective.

Based in Charlotte, North Carolina, Jasmine holds an MBA from Duke University's Fuqua School of Business and a Master's degree in Entrepreneurship from the University of Florida.  She combines academic rigor with practical expertise to best serve client needs.

Raj is an ex-alternative investment fund manager of 12 years with a peak AUM of $1.2B in the derivatives space.

He raised $150MM across four funds, the last fund being institutional investors like Texas Teachers Fund and CalPers. 

After exiting he became a dad and moved to his passion of wellness with a focus of preventative medicine.  Raj is a financier turned serial entrepreneur,

Raj built a DTC wellness company leveraging last mile distribution channels via REIT partners and is currently on his 4th company, a two sided platform play in the SaaS space. 

Based in Seattle, Washington, Raj has graduate degrees in applied math and econometrics with a persistent curiosity and a passion for helping startups and companies scaling in non traditional capital markets.

Through a broad range of work experience, A.J. has developed a unique combination of skills that allow him to add value to investing, advisory, & entrepreneurial roles in both public & private markets.  A.J. is involved with firms focused on high-potential private market opportunities in cleantech, medical, and other technology innovations, and helped found a long/short global public equities investment firm that has demonstrated consistent alpha creation.

Professionally, A.J has a diverse academic & work background, with a particular interest in financial, early-stage, and other collaborative working environments such as Jupiter.  He has 10+ years of experience with both public and private investing roles within the financial industry, including equity research, PE/VC, valuation, investment due diligence, qualitative & quantitative analysis.  He successfully completed the Venture Institute Emerging Manager program where he was recognized as a top performer in his cohort, and also completed the International Climate Finance Accelerator Emerging Manager training course.

He began his career working for a mid-market PE/VC fund, and also co-founded and served in a C-level role for an award-winning biomedical engineering startup. He earned a degree in Finance, magna cum laude, from the University of Notre Dame, where he was selected to be a member of the prestigious Applied Investment Management honors finance course where students manage a portion of the University endowment under the guidance of the Chief Investment Officer, and also holds a J.D. with Dean's List honors & a concentration in business enterprise (selected coursework taken through the Kellogg School of Management) from Northwestern University. 

Based in Chicago, A.J. is a proud CFA Charterholder, is an active Candidate Member of the CFA Institute and the CFA Society of Chicago where he serves on its Professional Development Advisory Group Board, and is a member of Irish Entrepreneurs & Harvard Alumni Entrepreneurs.