Our Experience

Our highly seasoned team of professionals has nearly 200 years of financial and operational  excellence experience. Coming out of such notable firms as: Lehman Brothers, JP Morgan, CitiGroup Capital Markets, KPMG and Kellogg Food; we have developed deep connections and skills to assist all size companies. We are entrepreneurial in style having, funded , operated  and successfully exited many of our own companies.  We're not just theoretical advisors, we've actually been there; we know what it takes to win!

Our Approach

Our services are centered around a deeply personal touch which include: Capital Investment, Operational Excellence, IPO's , Accounting, Wall Street Sponsorship, Board of Directors Placement,  Investor Relations, Legal Assistance, along with a personal level of service that will help you get quickly and smoothly to where you want and need to be. That’s how we ensure your success.

Why Us?

Every successful company starts with the right team. Our team has nearly two centuries of combined years of financial,  operational and management successes. 


Business mentors are key—that’s why when it comes to client selection, we’re choosy. We want to give each of you the time and guidance you deserve.  Whether you’re seeking capital, investor relations , strategic alliance with the right partner or a special skill set or tool, call us today. Together we’ll create and refine your plan for success. We didn’t get there alone. And neither will you. 

Meet our Team

Tim Glynn

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Managing Member

Meet Tim

Brad Stewart

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Managing Member

Meet Brad

Christopher Melton

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Chief Investment Officer & Analyst

Meet Chris

Dean Armitage

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Chief Operating Officer

Meet Dean

William Haynes

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Director of Business Development

Meet William

Joe Giamichael

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Managing Director

Meet Joe

Robert Morley

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Chief Counsel

Meet Robert

Logan Glynn

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Analyst

Meet Logan

Kyle Audet

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Analyst

Meet Kyle

Jules Felicia

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Branding & Marketing Officer

Meet Jules

Services

Locations

United States Office

2401 PGA Blvd. Suite 280-F

Palm Beach Gardens, Fl 33410

Canada Office

17 Cranberry Lane

Calgary, Alberta T3M0L5


Phone:  

(403) 910-5491