Hard work | deep expertise | client service | trusted partnerships | added value | fun
We apply our knowledge and experience to help businesses and their owners succeed with the following:
As strategic advisors, we seek first to deeply understand your business–its financial, operational and market opportunities and challenges. With that knowledge we help you consider strategic options, formulate your plan and provide professional support to help you achieve it.
We know how to buy and sell businesses—we have done both. Most importantly, we know what it’s like to be an owner and what it takes to build and preserve a legacy.
We’ve seen almost every business model, from the simplest to the most complex. We know how to analyze a business and to put in place the most efficient capital structures.
We also help with corporate restructurings. Because we’ve seen both sides of several economic cycles, we know how to avoid trouble and how to fix it when it happens.
We are experts in the process of presenting a business to the market and maximizing its value.
We have deep experience with various business models and industries, with specific focus on the following:
Juan Carlos has held diverse executive roles in various industries during his 25+ year career:
Juan Carlos’s community service in Boise includes serving as past vice chair of the board of trustees and chair of the search committee for Riverstone International School. He is also a past trustee of North Shore Congregation Israel in Chicago. Juan Carlos holds a BSE from Wharton (University of Pennsylvania) and pursued a doctoral program in finance at Fuqua (Duke University). He lives with his family in Boise, where he enjoys snowboarding, reading history and science fiction, and hiking in the Boise foothills with his dogs.
Bill’s professional experience includes holding prominent leadership positions within both large and small companies, as well as serving on various industry and community boards:
Bill’s involvement on industry and community boards includes past vice chair of the Insured Retirement Institute, as well as past member of the ABASA board and the SIFMA Private Client Committee, Washington, D.C. He is also the former president of the Edina Baseball Association. Bill has an undergraduate degree in Mathematics and Economics from St. Olaf College and an MBA from the Carlson School (University of Minnesota). He enjoys the outdoors as an avid cyclist, skier, backpacker, and wildlife photographer.
Jerry’s professional experience includes having been a business owner, a chief executive officer, an investor, an investment banker, and a Wall Street corporate attorney:
Jerry is the former board chair of the Riverstone International School, board member of the Idaho Conservation League, and board member of the Interfaith Sanctuary, one of the principal homeless shelters in Idaho. In 2016, Jerry was nominated to run for the United States Senate. He is also an avid outdoorsman, as a former licensed whitewater guide on the legendary Idaho Middle Fork, Main Salmon and Selway rivers, a skier, and a cyclist. Jerry earned his undergraduate and law degrees from Brigham Young University.
Jeff’s professional experience includes extensive work with high growth businesses as co-founder, Chief Executive Officer, investment banker, and institutional investor:
Jeff co-founded and led the Washington Hunter Jumper Foundation, a 501c3 public charity providing educational programs and scholarships to expand and promote equestrian sport in the Northwest. An avid outdoorsman, Jeff and his wife enjoy hiking, boating, golfing, and living the Idaho lifestyle at their home on Lake Coeur D’Alene. Jeff earned his undergraduate degree from Vassar College.