Organizational Growth Strategy & Technology

As a top-performing business and technology professional, Tony boasts a proven record of leading and delivering complex, high-profile technology products and projects from inception to completion.  His experience spans software vendors, commercial banks, brokerage firms, and consulting firms. 

Tony brings a balanced combination of analytical and creative thinking, along with a high degree of intellectual curiosity and team spirit to all endeavors.  Tony's expertise encompasses the full spectrum of corporate environments, from "four guys in a garage" startups to well-established companies.  His background includes venture capital, capital markets, and financial engineering, with roles in consulting, operations, project management, product management, software engineering, and business development.

He holds his BS in Applied Mathematics from Loyola Marymount University, his MS in Applied Mathematics from Santa Clara University, and his MBA in Finance from the University of San Francisco.  Additionally, he has completed executive programs in venture capital, mergers and acquisitions, and project management.

Based in Newport Beach, California, Tony actively participates in various philanthropic efforts.  He volunteers as an Expert-In-Residence (EIR) at the University of California, Irvine - Applied Innovation, where he serves as a judge and teaches workshops for the annual New Venture Competition (NVC) coupled with mentoring graduate students in the Master of Innovation and Entrepreneurship program offered through the University of California, Irvine – Paul Merage School of Business.

Tom’s experience includes the development of demand generation and sales enablement strategies for companies ranging from startups to global technology giants utilizing the latest in technology solutions. 

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 sales growth-oriented 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 growth & market development, defining campaign performance goals, gathering market intelligence, planning digital tactics, sales enablement, identifying key buying personas, and driving growth results.

Based out of Boston, Massachusetts, 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.

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.

Having most recently served as Director of Global Executive Advisory for Gartner, Micah brings extensive expertise and experience in business transformation and change management.  

As an influential leader in the technology strategy space, and with a subspecialty in financial services, Micah has partnered with hundreds of organizations around the globe to help senior executives navigate the complexities of transformation while maximizing the business impact of technology initiatives.

During his time at Gartner, the worlds largest IT research and advisory firm, Micah also served on the Artificial Intelligence (AI) Taskforce, built out a strategic planning support practice, and coached the organizations most prominent speakers.  He was selected by peers as a keynote speaker, conference chair, member of Gartner faculty, and lead voice on culture change, generative artificial intelligence (AI), technology innovation, and technology strategy.

Beyond his professional achievements, Micah is dedicated to his faith, family, and community. He is a devoted husband and father, driven by a profound desire to uplift others that is constantly on display and inspires action from those around him.  

Based in Stroudsburg, Pennsylvania, Micah's personal passions include fighting human trafficking, writing music, carpentry, hiking, and public speaking.  

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.

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.

As VP of Sales Enablement and Customer Success, Christopher oversees solution design strategy for GTM, channel development, and customer development.

He brings over 22 years of leadership expertise from startups to Fortune 500, with a proven track record of working with global partners and customers across various industries and domains. 

His career is marked by long-term strategic planning, effective execution, and the consistent achievement of sales targets. 

Christopher began his career at HP in 2000 as an international solution design leader.  His leadership roles include managing international teams across multiple disciplines in sales, solution design, customer success, engineering, and product development.

Christopher is certified in a multitude of IT verticals.  He holds a Bachelor of Arts degree in Business from Northwest Nazarene University and executive education from MIT Sloan School of Management. 

Based in Boise Idaho, Christopher enjoys spending time with his two girls and wife of sixteen years.

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.

Haley is a seasoned M&A specialist, boasts over a decade of distinguished experience across Investment Banking, Private Equity, and Portfolio Management. 

Her expertise shines in orchestrating cross-border transactions across North America, Europe, and Asia. She plays a pivotal role in guiding entrepreneurs and small to mid-size companies through capital raising, corporate strategy, and successful exit planning.

Her track record includes meticulous management of acquisitions ranging from $500 million to $6.0 billion in enterprise value and spearheading spin-offs averaging $3 billion. Leading investment management teams across sectors, Haley adeptly steers highly intellectual groups to success.

Raised in Macau, Paris, Montreal, and Boston, Haley is fluent in English, French, Mandarin, and Cantonese. This global perspective enriches her ability to navigate diverse business landscapes with finesse and cultural sensitivity.

Haley is a graduate of the Cornell Johnson Business School, holding an MBA degree, with a pending CFA designation on the horizon.