About Us

Southern CA | NYC

"A team’s strength will always outshine the brilliance of one person."

Colleen thrives in uncertainty, transforming chaos into opportunity. She’s
led thousands, scaled global operations, and restructured businesses for investment,  
stability, and growth.
An expert in workforce strategy, AI-driven efficiencies, and business
turnarounds, she delivers fast, measurable impact when it matters most.

Beyond her professional endeavors, Colleen is dedicated to empowering
underrepresented communities, reflecting her belief that leadership
extends beyond the boardroom. 

 Greater NYC

"Creating game-changing brands and propelling business success."

Paul connects the dots between strategy, creativity, and execution to build
brands that don’t just stand out—they lead. An award-winning strategist and
certified business coach, he has crafted transformative marketing strategies
that drive measurable success.
He believes true impact comes from uncovering a company’s untapped
potential, aligning brand purpose with business growth.

   
Beyond the boardroom, Paul is dedicated to mentoring emerging creatives,
ensuring the next generation of brand leaders continues to push
boundaries. 

Louisville | NYC  

"Financial strategy isn’t just numbers—it’s momentum."
   

Joe brings clarity to M&A, capital raises, and operational scale, structuring
deals and optimizing cash flow to fuel business growth. With a career
spanning startups to mid-market firms, he turns financial complexity into
opportunity. Known for precision and integrity, Joe secures capital,
optimizes operations, and drives measurable impact.
  

Beyond the balance sheet, he mentors the next generation of financial
leaders and supports thriving local economies—exploring new places,
discovering great food and drink, and connecting with the entrepreneurs
who bring communities to life.
 

 Greater NYC

 "Scaling creative and SaaS businesses through strategic clarity and operational excellence."

Mathieu is a contract CEO and senior advisor to private equity firms, with a proven track record of leading companies through high-impact growth and successful exits. With deep expertise in creative technology and production, he transforms vision into value by aligning operations with investor outcomes.

He thrives in fast-moving environments, guiding leadership teams through scaling, restructuring, and acquisition readiness—all while preserving innovation and culture.

 Greater Boston Market

"The right tax strategy doesn’t just save money—it builds the foundation for
a profitable exit."
   

With over 15 years of experience, Brian advises private equity firms, CEOs,
and high-growth businesses on tax strategy, investment structuring, and
maximizing valuations. He specializes in solving complex tax challenges,
optimizing financial positioning, and preparing businesses for successful
exits.
  

A father of four, Brian brings the same strategic mindset to both business
and life—whether structuring deals, coaching his kids’ teams, creating
lasting family moments, or wrestling in the family room with his boys
(where strategy becomes necessity!) 

Greater Los Angeles

   "The right people don’t just fill roles—they drive transformation."
  

Jeff is a talent acquisition strategist who specializes in connecting top talent
with organizations ready to scale. With a deep understanding of workforce
dynamics, he ensures businesses secure not just the right skills, but the
right cultural fit. His expertise spans industries, helping companies build
high-performing teams that create lasting impact.

  
An athlete and adventurer at heart, Jeff thrives on momentum—whether
trail running, surfing, or navigating the ever-changing talent landscape. Just
like in sports, he knows success comes from strategy, adaptability, and
having the right team in place to win.
 

New York | Atlanta | Florida

 "In both life and business, navigating risks requires a trusted guide.”
  

With over two decades in the insurance industry, Matt helps businesses and
private clients stay protected while maximizing financial advantage.
Specializing in claims, underwriting, and brokering, he’s known for quickly
identifying gaps, reducing liabilities, and adding money straight to the
bottom line. His expertise in M&A ensures businesses mitigate risk during
transitions, protecting their value when it matters most.

    
An avid traveler with a passion for the exotic , Matt knows some risks—like
running into a tiger—are unavoidable, but smart preparation makes all the
difference. Whether in the wild or in business, he ensures his clients have
the right protection when it counts. 

New York

 "Real leadership happens in the tough moments—when hard conversations
lead to real progress."
 

Jody is a strategic HR leader with 25+ years of experience helping PE-
backed companies navigate change, streamline operations, and build high-
performing teams. She specializes in optimizing talent strategy,
compensation structures, and HRIS systems to drive efficiency and scale. A
trusted partner to leadership, she tackles the tough conversations that
move businesses forward.
From M&A integrations to global workforce transformations, Jody has a
track record of turning complexity into clarity—helping companies align
their people with their vision.
  

When she’s not guiding organizations through change, she’s chasing the
sun—trading Buffalo’s winters for new destinations, fresh perspectives, and
the kind of problem-solving that only comes from stepping outside the
ordinary.