At Masthead Financial & Capital Advisors, we specialize in guiding businesses through transformative changes, allowing owners to focus on their core operations. With a commitment to building strong relationships, we collaborate with clients to identify and capitalize on opportunities, aligning their passion for their company with our purpose of advancing strategic goals. Leveraging our extensive expertise and resources, both internal and external, we execute transactions that drive your company's mission forward.

A special situations investment firm focused on private equity, distressed debt and bridge lending. Our seasoned investment professionals work closely with business owners, management teams and lenders to develop creative financial and operational solutions in both control and non-control situations. With our committed capital and dedicated resources, we move quickly, efficiently and decisively to execute each deal. We have developed a disciplined and comprehensive approach to evaluating potential investment opportunities. We don’t take shortcuts, but rather, we see each new challenge as a long-term journey designed to rebuild value and navigate a successful path toward growth. Excelsior Capital Partners has offices in Newport Beach, California and Denver, Colorado.

Founded in 1988, Dinan & Company's primary objective is providing superior investment banking services to financial and strategic buyers in their merger and acquisition efforts. Leveraging experience, technology, a unique perspective and focused commitment to client's investment objectives differentiates Dinan & Company.As an associate my tasks included:•Originating over 100 strategically aligned and proprietary acquisition opportunities annually•Managing relationships with owners, and c-level executives of 1mm – multi-billion dollar corporations and identified driving forces regarding potential changes in ownership or capital structure•Creating deliverables for private equity groups that were specific to corporate development goals and suitability requirements including; financial, operational analysis

•Performed due diligence for acquisition opportunities, reviewed financial statements, developed financial pro-forma's, researched pertinent industry and market issues, and determined suitability based on investment criteria•Partnered with sales and marketing team to increase revenue 20% with heavy focus on historically low revenue periods.•Managed real estate with positive cash flow and 90% occupancy rates in down market

•Applied bank lending criteria, while qualifying leads for business lending solutions•Acquired new business clients and partnered with lending officers to increase market share•Using Excel and PowerPoint, presented industry analysis reports to bank executives; reports later used in training courses as examples for best practices

•Increased branch business for loan officer, business banker, and financial advisor by 10-15% of previous production levels•Ranked in top 30th percentile nationally out of 25,000 bankers after “rookie period” and consistently exceeded revenue goals•Surpassed clients’ expectations by presenting valuable “customer first” financial solutions, and exceptional customer service

•Implemented detailed procedures for fleet management of 90 tractor trailers•Developed national infrastructure of partnerships to exceed revenue goals by 15%•Initiated new accounts receivable reporting, which were influential in managements business strategy and forecasting