Testimonials
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It was truly a pleasure working with you this past year. Your support and dedication were invaluable to us. You consistently went above and beyond, and your contributions made a significant impact on our progress... We truly appreciate everything you’ve done and look forward to the opportunity to work with you again in the future.
CEO at Boutique Gym Start-up Pre-Seed Round
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Brian led due diligence on an acquisition of a diversified broker-dealer platform. He investigated and ripped apart the financials and investor materials provided by the target. He prepared a robust, dynamic financial model valuing the business. Empowered with these insights, he led late-stage due diligence Q&A with the target's executive leadership team. Brian uncovered several financial and operational red flags that made the target uninvestable at management's current $200 million valuation. Within a few weeks of Brian's recommendation to pass, the target's CFO resigned. Brian's contributions have significantly mitigated risk in our strategy. Thanks for all your hard work. Looking forward to working with you again.
President at Family Office
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We have a large-scale software solution for the legal industry. It comprises an open enterprise platform, a marketplace and a development sandbox. Brian took the time to understand the complexities of our solution and the business underpinning it. He created bespoke economic modeling and valuations that properly, but simply captured our multi-faceted endeavor. His work was outstanding and thorough. His expertise and insights not only delivered a great product, but also added significant value to our analyses and efforts. Brian enjoys a unique mix of high professionalism and easy-going personal skills, making working with him easy and enjoyable. He was timely and his billing was fair. We plan to work with Brian again and I would not hesitate to highly recommend him to anyone.
CEO at Legal Tech SaaS Start-up Pre-Seed Round
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Brian is one of the brightest and hardest working investment analysts that I have ever worked with. He has a high caliber character and a strong skill set. I am very happy to recommend Brian to any firm and give him my strongest endorsement.
Portfolio Manager at Hedge Fund
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As CIO, I worked directly with Brian on many investments. Brian is an outside the box and contrarian thinker. I consider him to be one of the sharpest and hardest working investment professionals I have ever worked with. Brian has my highest recommendation.
CIO at Hedge Fund
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