Management

 
 Avid skier, 1 Million Cups supporter, and financial education expert.

Avid skier, 1 Million Cups supporter, and financial education expert.

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

 Avid golfer, Saint John’s supporter, and Eagle Scout.

Avid golfer, Saint John’s supporter, and Eagle Scout.

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)

 

Stakeholders

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.