Passionate – Dedicated – Professional

Private Equity, Management and Consulting

We specialize in nurturing businesses through strategic investments and expert management.

Business Meeting
impactful relations

We’re not just a strategist, we’re your co-pilot.

30+ years of experience

We’ve been where you are.

top rated services

Plenty of client testimonials

Passionate – Dedicated – Professional

Meet Our Team of Experts

Steve Neary

Co-Founder & CEO

Steve Neary
Jim Arnott

Co-Founder & COO

Jim Arnott
terry g. watson

Senior Executive

terry g. watson
Woman Smiling 1
agnes southern

Senior Executive

Woman Smiling 1
agnes southern

Meet Our Advisory Board

Meet our Advisory Board who help guide our mission and help with our clients

jeremy courtney

Chief Executive Officer

jeremy courtney
mark s. parsley

Chief Operations Officer

mark s. parsley
Enrique Calmos

Vice President of Operations

Enrique Calmos
Peter Troup

Leadership PBC FOCUS Program Chair 2025 & 2026 / Employee Benefits Consultant

Peter Troup