About Us
Financial executive with 45 years of experience in commercial and investment banking. Significant network with banks, investors, private equity firms, investment banks and other capital providers. Success fee based compensation agreements for clients, with minimal front end retainers.
How We Got Started
After heading up the Corporate Lending Division of a major SE regional bank, I left banking during the 2008 financial crisis to form my own consulting practice in order to assist existing and new clients experiencing severe financial strain.
Recommendations Received (11)
"Sam is a forthright honest intelligent guy who is also dependable and humorous."
"Sam is a sharp finance guy, lots of fun to work with. He has a wealth of knowledge and..."
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"Sam is a sharp finance guy, lots of fun to work with. He has a wealth of knowledge and experience, extremely successful in putting complex deals together. A great resource for any business owner who wants to create additional wealth. "
