Our People….
Meet our team leaders
With a senior team of 3 leaders, a staff of 11 associates, and a “bench” of over 140 vetted contractors – we offer a collective of innovative minds and spirited individuals, committed to bringing their best in a dynamic and supportive workspace.
Michael J. Alfonsi, CRM, WPT, CTP
Founder & CEO
Former Chief Revenue Officer as well as a former Chief Strategy Officer in USD$1.4B companies. International expertise. Strong treasury, finance & capital markets experience. Based East Coast, United States
Duncan F. Walker, CA
EVP & Senior Principal
Recognized internationally, with deep domain expertise in financial reporting, finance transformation, auditing, taxation, and business advisory. Based in Edinburgh, Scotland, UK.
William Dawson, CPA
VP & Chief Analyst
Exemplary statistical and process engineering credentials. First VC/PE responsibilities were as a university sophomore intern in Silicon Valley. Based in Palo Alto, CA, United States.
Connect With Us for Tailored Financial Solutions
Our expert team is ready to assist you with personalized services that meet your unique business needs. Reach out today!
✓ Receive expert guidance tailored to your business goals
✓ Unlock opportunities for growth and success with our services
How can I contact your team?
You can reach our team by calling +1.610.329.7980 – or by filling out the contact form on our website, or by emailing us directly at [email protected] – we aim to respond to all inquiries within 24 hours.
What services do you offer?
We provide a comprehensive range of services including CFO Services, Private Equity Services, Sales Enablement, Product Management, and Treasury & Finance. Each service is tailored to meet the unique needs of our clients.
How long does it take to get a response?
Typically, you can expect a response from our team within 24 hours. We usually do way better than that! We prioritize your inquiries and strive to provide timely assistance to all our clients.
Can I schedule a consultation?
Yes, you can schedule a consultation by visiting our website and selecting a suitable time through our online booking system. We look forward to discussing your needs in detail.
What are your business hours?
Our business hours are Monday to Friday, from 9 AM to 5 PM (EST). Our Edinburgh office is available from 09:00 to 17:00 BST. We are closed on weekends and public holidays, but you can still reach us via email during those times.
Do you have a physical office location?
Yes, we have four (4) physical offices: Philadelphia (HQ), PA USA; Edinburgh, Scotland, UK; Westlake, TX, USA; and a satellite office & small conference room in Palo Alto, CA USA. You are always welcome!