Areté Capital Partners is a boutique, special-situation advisory firm that provides independent fiduciary and stewardship services to companies experiencing significant growth pains, complex organizational change, or existential crisis. The firm’s services include Corporate Governance, C-Suite Interim Management and Principal Investing & Asset Management capabilities.Governance – Providing board leadership with a deep understanding of restructuring dynamics and providing direction in the zone of insolvency.C-Suite – Distressed situations, high growth and other dynamic conditions require experienced executives to seamlessly assume leadership, implement quick change and drive strategic solutions. Our deep leadership, financial management and operating experience augment and reinforce clients’ existing executive teams in critical moments. Principal – Our team seeks to aggressively enhance value through key strategic and tactical initiatives, improving business results and creating new platforms for growth.We’re not advisors or consultants. We are seasoned executives, fiduciaries, principals, and investors. We seek out opportunities which provide both the authority and the responsibility to lead organizations, drive solutions, and create value. We ensure our incentives are aligned with outcomes. We think like owners because we are.

I am one of Emerging Fund's industry experts advising the fund on the restaurant technology industry and certain investments. EMERGING Fund is a VC/Growth PE fund focused on ResTech and emerging entertainment-themed restaurants. Website: https://emerging.com/fund/This is a pivotal time for ResTech driving revenue and managing labor and supply chain costs for restaurants. EMERGING Fund is investing in exceptional restaurant concepts like F1 Arcade, Puttshack, Flight Club, Immersive Game Box and Federales. The fund has key advantages: - Founders helping Founders: highly successful Founders vetting business plans and mentoring Founders - Innovation/Incubation: restaurants collaborating with ResTech companies to create better solutions for the industry- Growth Platforms: advanced site selection data for emerging restaurants provided by Emerging Concepts and activating a 250,000 restaurant-unit sales channel via the Buyers Edge Platform

ZagOps is solving interoperability for restaurant operators and will deliver prescriptive analytics to the right people in the organization at the right moments in time.

Sorrel AI accumulates customer reviews and uses AI to incorporate review comments into a concise and useful report that breaks down performance by location and by area or importance and even compares performance to key competitors. Anyone considering investing in a consumer facing business absolutely needs Sorrel AI as part of their due diligence package. Restaurant, Retail and CPG operators interested in tracking customer sentiment should look into Sorrel AI as well.

Botrista has developed the industry leading drink bot, enabling restaurants to easily add a high-quality, all-natural craft beverage menu to their business. Restaurants deploying Botrista are experiencing high incremental sales and profits with minimal training or supply chain complications. Customers love the drink options, which drives more frequent visits to the restaurants.

RoWokTM is the first fully autonomous robotic restaurant.

Trident3 combines digital marketing agency with comprehensive technology solutions to help brands move into Web3.0 and form more personal relationships with their customers.

Advise restaurants on comprehensive business transformation and digital transformation. Advise restaurant technology companies on raising capital, go-to-market strategy and strategic partnerships and customer acquisition.

Green Circle is a boutique investment banking advisory firm led by experienced investment professionals and former operators that provides advisory services in raising capital and mergers & acquisitions. The firm’s focus is very specifically applied to middle market companies in certain segments within food & beverage, including natural and plant-based products ResTech and Restaurants where our experience, knowledge, and network are uniquely extensive.While at GreenCircle, I led the firm's restaurant technology industry segment.

Interim CFO for $250 million company in transition.

Phoenix Management is an operationally-focused boutique restructuring firm providing turnaround/restructuring, interim management (for healthy and distressed companies), due diligence and business plan assessments. Raised growth capital for restaurant technology companies.Raised growth capital for a high-margin and high-growth food hall development and management company.Served as the Interim Chief Financial Advisor of a $200 million annual revenue manufacturing company to lead the finance organization through a positive transformation. Implemented improvements in cash flow forecasting, working capital management, billing and collections, accounting policies and procedures, monthly financial and managerial reporting, reduced excess inventory by creating a purchasing tool, ERP implementation planning, and improved liquidity and financial flexibility. Advised a $100 million revenue oil field services staffing company business on refinancing and recapitalization.Advised a luxury women's retailer on its restructuring options.Provided interim financial management services to a luxury jewelry retailer.Served as Interim CFO for a livery car leasing business.

Freedom Square was a business advisory firm that combined financial and operational expertise to help maximize enterprise value for our clients across a full spectrum of services.Freedom Square worked collaboratively with management, providing a comprehensive approach that involved detailed business analysis, to create and implement value-enhancing solutions.Freedom Square offered CFO Solutions, Profit Improvement Solutions, Turnaround & Restructuring Services & Board Service.Profit Improvement Solutions included Strategic Sourcing, Supply Chain Management, Lean Processes, Margin Analysis & Improvement, and Sales & Marketing enhancements including Franchise Development.One engagement, with a 150 unit restaurant chain, involved comprehensive cost analysis and profit improvement solutions across labor efficiency, strategic sourcing, lease costs, energy savings and health care insurance.On one engagement, for a twenty-five unit restaurant chain, Freedom Square provided a Quality of Earnings Analysis and Operational Assessment as part of due diligence performed for a Private Equity fund.

Conway Del Genio Gries & Co., LLC (acquired by FTI Consulting) was a financial advisory firm providing restructuring, crisis and turnaround management, and merger and acquisition services.Served as CRO to Multi-unit residential real estate holding company with $17 billion in debt.Served as Restructuring Advisor to $200 million revenue specialty chemicals business.Advised AMBAC and provided expert witness deposition regarding the Las VegasMonorail.

At Glass & Associates (acquired by Huron), I was in the Turnaround & Restructuring Group leading teams on turnarounds, restructurings, refinancings and acquistion due diligence.