Leadership
Who you aredealing with
Decades of executive leadership across defense, private equity, and international investment, brought to bear on your exit.
Leadership
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Co-Founder and Executive ChairmanKevin W. Massengill
Chairman of CRC Capital Advisors LLC. Retired U.S. Army Airborne Ranger qualified Infantry Officer and former senior executive at two Fortune 500 companies. Four decades in board governance, mergers and acquisitions, and international business. Princeton M.A. Near Eastern Studies, University of Missouri B.A. Russian Area Studies.
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Co-Founder and Chief Global StrategistJames G. Rickards
Six-time New York Times bestselling author and economist with over three decades in capital markets. NYU Law LL.M, Penn Law J.D., Johns Hopkins SAIS M.A. in International Economics.
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Audit and Finance Advisor
Brian Wieber
Operating Partner with Cadiz Capital. Over three decades leading financial and operational risk management at KKR, Lazard, Morgan Stanley, Grant Thornton, and Deloitte.
Advisory Board
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Government contracting
Walter P. Adams
Founder and CEO of EVI Holdings. Over 35 years in multi-national federal and commercial markets.
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Insurance industry
Robert Forness
Chief Executive and Chief Underwriting Officer of MultiStrat. Former CEO of Imagine Group. CPCU, CLU.
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Healthcare operations
Kariena Greiten
Former CEO, CPO, and CFO roles at HealthHelp, Magellan, NIA, and CIGNA. Wharton MBA.
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Energy industry
Gene Soltero
President and CEO of Cimarron Capital. M.I.T. M.S. in Industrial Management. Cooper Union B.E. in Civil Engineering. Professional engineer with securities licenses.
Who runs the business after closing
We install a professional operating manager at the top of the company on the day we close, drawn from an operating partner that has run acquired owner-led businesses since 1986. The existing staff and vendor relationships stay in place. You are not asked to remain and operate the company, and the business does not sit without leadership while a search runs.
