Leaders are facing unprecedented challenges

Implement a People First Strategy to Drive Results

We believe in EBITDA

Everyone Be Inspired To Develop and Achieve!

How Can We Help?

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Consulting
Financial Advisory

Raising Capital
Mergers and Acquisitions
Initial Public Offering Preparedness
Scaling & Integrating Internal Systems

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CFO
Mentoring

Scaling Finance Organizations
Creating Finance Teams to Accelerate Growth
Assessing Skill Sets and Capabilities
Communications with CEO, C-Suite, Board, Investors and Employees

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Speaking
Team Building

Motivating Teams
Alignment of Values
Engaging Employees
Focusing on Action

Managing Partner,

David Brennan, CPA, CA, BBA

David has over 30 plus years of impacting finance teams by having been in leadership roles in Public Accounting, Banking and Leasing, Investor Relations, Manufacturing, Technology and Private Equity/Family Office investing.  The journey has included hiring amazing finance professionals, working with incredible founders/CEO’s, and securing funding from the world’s most renowned investors from Toronto, Montreal, Boston, New York, London, San Francisco and including a stop at every coffee shop on Sand Hill Road in Menlo Park.

Work With Us

Relationships are critical in business and successful outcomes rely on a shared values and defining what success is for you and your business.  Please reach out if you believe my values and experience are aligned with yours.  

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