Patrick Donohue, Managing Partner and CEO
Experience in direct private and public investments, investment banking, and equity research. Co-founded equity capital markets at Northland Securities (Director of Research and Managing Director, Investment Banking).
BSBA Finance, Creighton University, with honors
Chartered Financial Analyst (CFA) designation
Nick Ehret, Managing Partner and CFO
Experience in public accounting, managing a single-family office, and small business operations. Managed the audits of investment portfolios totaling $70B under management.
BA, Saint John’s University, with honors
Certified Public Accountant (CPA)
Our founders have worked with hundreds of SMBs, served on over one hundred boards, and completed $500 million+ and $4 billion+ in direct and indirect transactions, respectively. Our team has extensive experience in growing businesses, accounting, finance, venture capital, investment banking, and M&A.