A deliberately small, senior firm — built so that the strategy, the operations, the capital, and the go-to-market are all covered at partner level. Every engagement is led by a principal, never handed down.
Corporate finance · M&A · executive leadership
Rod has served as CEO and CFO, held board seats at more than twenty companies, and led over thirty acquisitions and divestitures at a senior level — from sourcing and deal structure through financing and legal execution. He has worked alongside private-equity sponsors, lenders, and intermediaries in leveraged, distressed, and turnaround environments across a wide range of markets.
Business operations · marketing · financial services
Lee pairs modern operating discipline with commercial and financial-services depth — the engine that turns a stabilized business into a growing one. His range across day-to-day operations, marketing and go-to-market, and transaction funding extends the firm's reach into food, culinary, and consumer-facing businesses, where brand, throughput, and margin must work together.
The same people who assess the situation are the ones who show up to work it.
Early is better than late — and the first conversation is always confidential.