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Brittany Toler
Managing Director
As the former CEO of a D2C and wholesale consumer products company, Brittany has an informed perspective and understanding of the opportunities small and medium-sized businesses are facing. With broad experience in strategic planning, product development, alternative sales channels, pricing strategies to drive profitability and a coaching mind-set, Brittany delivers long-term value to her clients. Her unique background in entrepreneurial-owned organizations and leading a CPG company for an international PE… -
Peter Grimm
Managing Director
Peter leverages his background in national security and experience as a strategy consultant and PE-backed CEO to help clients navigate rapidly changing environments. He is skilled in corporate strategy, market analysis, competitive intelligence, disruption planning, disruption preparedness, and organizational leadership. Following service in the US Navy and as a counterterrorism analyst at a US government agency, Peter spent 8 years in the Strategy Practice of Deloitte Consulting. Peter then served… -
Jennifer Buchwald
Senior Consultant
Jennifer has been helping companies make better decisions through strategic insights and competitive intelligence for more than 15 years. With a formal education in philosophy and experience working in a broad set of industries, Jennifer brings a holistic understanding of business challenges and forward-looking observations to a diverse set of clients. Jennifer began her career fielding market research studies for clients in the Consumer Packaged Goods space before joining one… -
Andrew Born
Director
With a unique background that combines extensive transactional experience in investment banking and private equity with hands-on operational experience at an early-stage tech startup, Andrew offers an informed perspective to his clients. He delivers long-term value through his expertise in financial modeling and complex analysis, strategic planning and execution, cross-functional coordination, and executive-level reporting. His entrepreneurial spirit, intellectual curiosity, and candid communication style help him to quickly build trust with… -
Doug Moore
Managing Director
Doug has more than 20+ years of C Level retail and eCommerce experience with extensive experience delivering integrated strategies for operations, eCommerce, merchandising, organizational structure, acquisitions, raising capital and driving profits in the public and private sectors. Doug began his career building national consumer brands and transitioned to key operating roles in retail and eCommerce in store operations, merchandising, strategy and services. These experiences were at large and small, established… -
CJ Spady
Managing Director 757 Market Leader
CJ is passionate about helping business owners maximize the value of their company, having successfully started, grown and sold a business herself. Over the last 19 years, she worked closely with a variety of mid-sized business in various roles, including Chief Financial Officer and tax advisory. She enjoys working closely with ownership to understand their strategic objectives, sometimes working closely to establish them, and then assist with positioning the company… -
Brennan Farrell
Managing Director
Brennan brings a unique perspective to business development, driven by a strategic framework that he has developed throughout his 15+ years in B2B sales. He has achieved sales success in a variety of leadership and consulting positions for SMBs and Enterprise clients located in the US and overseas. Brennan began his career in IT infrastructure services, supporting fortune 500 clients across the globe and launching a business unit that was… -
Brad Harger
Director
As a long-time finance professional with over 15-years of experience in equity research, financial sponsors, and investment banking, Brad enhances his client’s comprehension of their strategic goals, competitive positioning, and financial visibility. Recognizing that each client has unique needs, Brad dedicates himself to synthesizing conversations and data into actionable, decision-making processes no matter the industry or business size. Brad began his career working as a sell-side equity research associate focusing… -
Nkanta “Nick” Hines, Sr.
Managing Director
With over two decades of experience in operations, strategy, and leadership development, Nick’s expertise in translating organizational strategies into actionable initiatives helps clients improve their organizational readiness to endure and thrive in a rapidly changing workforce landscape. Nkanta began his career with a large global science and innovation organization and then transitioned to c-suite roles leading operational teams, strategic initiatives, and business development for private and public companies specializing in… -
Rob McLallen
Managing Director
Rob is a strategic financial and operational manager adept at solving problems and identifying opportunities for operational and financial improvement. He also is skilled in developing policies, procedures, and programs to improve organizational effectiveness. His expertise includes financial analysis and reporting, financial systems, strategic leadership, and staff recruitment and training. He brings a metrics-based approach to financial analysis and reporting to increase operational efficiencies for private and nonprofit organizations. Prior… -
Dale Lachniet
Managing Director
Dale’s experience brings to the table a unique blend of financial, accounting and operational experience that most controllers and CFOs do not have. From those experiences, he is able to connect the dots between operations and finance understanding the impact and implications on operations of decisions and processes needed to support accurate financial reporting and an effective control environment. This provides an opportunity to develop solutions that work effectively across… -
Kathy Czerwonka
Managing Director
With experience in numerous industries and capacities, Kathy brings a broad perspective to project teams within finance and accounting. Her strengths are leadership, collaboration, and a positive outlook. As CFO for three companies, in manufacturing, healthcare, and services industries. As a consultant she has worked on ERP and other system implementations. In the first 10 years of her career, she worked on numerous international projects. Kathy has experience as an auditor,…