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2024
Evvolve & Partners provides, financial and strategic advisory, consulting services, mergers and acquisitions services, and capital raising services. Our global network of institutional investors includes family offices, VCs, UHNW individuals, and private equity firms. We have a specific focus on high-growth companies in sectors such as tech, SaaS, healthcare, energy, deep tech, and fintech, to name a few. Securities offered through Finalis Securities LLC Member FINRA / SIPC. Evvolve & Partners and Finalis Securities LLC are separate, unaffiliated entities.
2023
Viridian Capital Advisors is one of the leading corporate finance, M&A, advisory and research practices in the SaaS/tech, cannabis, and healthcare (mental healthcare, neurology) industries. We represent companies, investors, lenders, buyers and sellers. Services offered: - M&A advisory (sell-side and buy-side) - Capital raising (equity and debt) - Strategic corporate advisory - Valuation consulting
2023
The Capital Markets Network provides private companies of all sizes in almost any industry with fast and efficient access to growth capital. We work with venture capital, private equity, private credit, non-traditional lenders, banks, family offices, and hundreds of unique lenders to provide the funding our clients need to grow. We have a network of 4k+ lenders that provide customized, bespoke credit solutions for private companies. Loan amounts range from $1m-$50m.
2022 - 2023
2022 - 2023
Consulting firm in the wealth management space, working alongside RIAs and independent wealth management firms to facilitate strategic partnerships.
2019 - 2021
2019 - 2021
M&A, Corporate Development/Strategy, Business Development Owned and managed the build, launch, and growth of LPL’s M&A capabilities.
2012 - 2019
2012 - 2019
Provide M&A (sell-side and buy-side) and capital financing advisory to companies with revenues between $10 - $200 million. Responsibilities include: financial modeling, industry research, capital deployment strategies, and due diligence.