Team
Experienced perspective. Owner’s mindset.
Our work draws on more than two decades across investing, corporate finance, investor relations and operating partnerships.
JM
Founder
James Mann
James brings more than 20 years of experience spanning investor relations, buy-side and sell-side research, strategic finance and consulting.
He has built and led investor relations for a post-IPO autonomous trucking company, served as a Senior Director of Investor Relations at Walmart, and advised growth-stage companies on budgeting, performance improvement, capital strategy and M&A execution.
His approach combines an investor’s discipline with a finance operator’s focus on execution, communication and measurable results.