About Us

Our team has been the CEO, COO, CFO, CRO and Managing Director of public and private companies (both large and small), and investment and merchant banks. We have worked with large corporations, entrepreneurs, partnerships, hedge funds and family run companies. We have helped growing companies raise capital. We have helped entrepreneur’s sell for far more than they expected. We have helped distressed companies restructure, recapitalize and rise to new levels of success. We are credible, having served as expert witnesses in US Federal Court. We are experienced and well connected.

Anthony (Tony) Ruben, CPA- Managing Director


Anthony Ruben, CPA, CGMA, MBA. Tony has significant financial, operational and international experience, including serving as President, CFO and COO of dynamic public, private and PE owned companies, as the MD of a management consulting firm (growth & turnarounds) and as an investment banker. Tony has completed over 60 transactions ($2+ billion), including raising capital (debt and equity), domestic and international M&A and IPO’s. Mr. Ruben increases profitability, cash flow, enterprise value and strategic clarity.
Mr. Ruben is most effective with dynamic companies- those experiencing strong growth, financial challenges and those wanting to position for optimal sale value.


In recent years, Mr. Ruben successfully led the financial recapitalization and materially increased operating performance and cash flow for a diversified real estate developer/resort operator, a transportation company, a rapidly growing software enterprise, an international telecom firm and a convention services/custom fabrication company. These firms were often privately owned, backed by Private Equity and dynamic in nature. In one case, following Mr. Ruben’s sale of the company to a Private Equity firm, the PE acquiror requested Tony stay involved to create the financial structure, management reporting, KPIs and lead the design and implementation of a major software project. The common themes are restructuring operations to enhance profitability, improve cash flow, create better stakeholder relationships and materially enhance enterprise value. During this period, Mr. Ruben completed acquisitions of domestic and international firms on behalf of his clients.


In multiple recent transactions, Mr. Ruben has either directly or indirectly helped clients achieve offers between 50% and 100% higher than the seller’s target price. Through a comprehensive, but bespoke process, value is created as Tony digs deep into the company, to create a compelling, value-enhancing and closable ‘story’. Financial statements are recast to accurately portray the company, maximize value and pass due diligence. A short, executive memorandum or ‘teaser’, and a comprehensive information memorandum or ‘CIM’ are created to drive buyer excitement and create a compelling rationale for maximum offers. Lastly, and most importantly, the right buyers are identified and individually contacted; ‘pitches’ are customized to highlight how the buyer, whether strategic or financial, can benefit from the acquisition of my client company.

In addition to marketing companies for sale, Mr. Ruben has been engaged to ready companies for sale. During the all-important 6-36 months prior to sale, a company can be ‘optimized’ to garner peak interest and value. This process includes an evaluation of strategy, positioning, investment and very often recasting financial statements so as to present in an accurate, profit maximizing and GAAP-consistent manner.

Recent industry engagements include: software, custom manufacturing, convention services, transportation, telecom, hospitality, education, technology, healthcare, construction and realestate development, food service and environmental remediation.

A CPA and CGMA, Mr. Ruben, received a B.S. in Accounting from the University of Illinois and an MBA in Finance and Corporate Strategy from the University of Michigan.

Rogers Kirven


Primarily known as a bottom-line business developer and strategist, Rogers has 25 years in negotiating, structuring and effectuating business growth. He and his teams have sponsored over 50+ private equity investments in the past 25 years. These transactions have included acquisitions, growth capital investments, start-ups, turnarounds and exits. They have included public offerings, sales and management buy-outs. He has been responsible for review, valuation, and financial structure for acquisition and divestiture of companies in both the US and Europe and successfully completed over $4B in transactions.

Rogers has strong experience in healthcare, addiction recovery, education, counseling, insurance, media, custom manufacturing, distribution and convention services.

Mr. Kirven holds a B.A. from Clemson University and is a Graduate of the Executive Program for Smaller Companies – Stanford University.

Ken Countess


An award‐winning marketer, Ken is an executive coach, podcaster, public speaker, trainer, and presenter. He is an internationally recognized, accredited expert on Email Marketing and Social Media Marketing.

Over 25+ years, Ken has held executive management positions at Fortune 100 companies including Motorola, Marriott and Caremark and continues to hold equity in a Dallas-based 50‐person marketing agency.

In his 18th year as a consultant, Ken helps small-to-medium-sized firms “Gain An Unfair Advantage Over Their Competition” with targeted marketing campaigns that really work.

Among Ken’s recent successes include, Software (marketing consultant to a law practice management/document-management software company), Technology (email marketing strategy for automatic license plate recognition company), Healthcare (marketing strategy for the University of Central Florida’s electronic medical records/electronic health records/healthcare information technology initiative, Transportation (communications strategy and plan for Tampa International Airport), Computer hardware/peripherals (Channel marketing program for a company now owned by Honeywell) and Construction (Strategic marketing, website, advertising, social media).

Mr. Countess holds an M.B.A. in Marketing Management from Florida Atlantic University and a B.A., Business Economics from the State University of New York.

William Quinn


Hedge Funds, Prime Brokerage, Liquidity Management and Counterparty Risk Management

Mr. Quinn is an expert in providing financing to a wide variety of multi-strategy and credit focused hedge funds.

Bill used his expertise during a long career as Managing Director of Goldman Sachs, where he built and managed the Portfolio Financing Group, and as Managing Director Citadel Investment Group.

Mr. Quinn earned an MBA from The Kellogg School of Management and a BS in Finance from the University of Illinois.