Mission
To help organizations navigate complexity and act decisively through rigorous analysis, structured reasoning, and deep domain expertise.
Guiding Principles
Every analysis is built to withstand scrutiny — the quality of a decision is only as strong as the analysis that informs it.
Intellectual Rigor
Radical Honesty
We tell clients what they need to hear — not what's comfortable. Trust is built on candor, not reassurance.
Relentless Curiosity
We interrogate assumptions, challenge convention, and pursue the answer that others may overlook.
We measure success by client impact, Every mandate receives the depth, expertise, and senior involvement it demands.
Client Devotion
Leadership Team
Zachary Aqua, CFA
Zachary is a strategy and corporate finance professional focused on complex capital allocation and performance decisions. He has advised institutional and growth-stage organizations across strategy, valuation, transaction analysis, and operational transformation. A CFA charterholder with close to a decade of management consulting experience, he brings disciplined judgment and analytical depth to complex, ambiguous mandates.
Managing Partner, Head of Strategic Advisory
Lee Shadowitz, CPA
Lee is a transactions and corporate finance advisor specializing in business valuation, financial modeling, and M&A analysis. He has supported institutional and mid-market clients through complex investment and transaction processes within global advisory firms. His experience includes deal support, valuation analysis, and capital assessment across sectors. Lee is a CPA who brings structure and rigor to each engagement.
Principal, Head of Financial Advisory
Samuel Fagen
Samuel is a technology and operations leader with experience founding and scaling digital platforms and leading enterprise system initiatives. His background spans product development, project management, and systems architecture across startup and corporate environments. He focuses on translating strategic objectives into practical, technology-enabled solutions that drive measurable outcomes.
Principal, Head of Digital Projects
Alexandre Lasry, CFA
Alexandre is an investment professional specializing in capital allocation, market analysis, and real asset strategy. His experience spans public markets, hedge fund research, and private real estate investment, applying rigorous financial and macroeconomic analysis to support informed capital deployment. His work supports disciplined investment evaluation and macroeconomic analysis across sectors.
Principal, Head of Economics & Market Analysis