
Expertise to Elevate
We've been there, now let us help you get there too
Our Story
We're builders at heart. We've bootstrapped and bull-dogged our way through the challenges of business. We've experienced the difficult decisions that come with growth, the stress of creating new systems, the jubilation of getting a strong valuation and the intensity of mergers and acquisitions. Our elite team of experts, drawn from top-tier roles across financial services, operations, and technology, brings unparalleled experience to every engagement.
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Our Team
Linda Bready
Trusted advisor to financial professionals and institutions, instilling a more future-oriented approach to their businesses.

Robbie Cannon
Relentless innovator building lasting companies and leading edge technologies to increase sales and accelerate growth.
Tal Gozhansky
Proven leader combining technical innovation with practical business outcomes to unlock new revenue streams.

Josh Pace
Dynamic executive maximizing operational efficiency and alignment to prepare firms for taking the next leap.
