Client List

We connect top finance, accounting and project management talent with equally acomplished companies.


We take confidentiality seriously—so seriously that we don't divulge the names of clients. Suffice to say they include some of the most recognizable names in the following industries. 


Financial Services

  • Venture Capital Firms – Recent Launches to Multi-Billion Top Tier
  • Growth Equity and Middle Market Buyout Firms
  • Private Equity Firms –  Recent Launches to Multi-Billion Top Tier
  • Fund of Funds and Co-investment Firms
  • Hedge Funds
  • Institutional Sized Family Offices
  • Private Equity Advisory Firms
  • Investment Advisory Firms
  • Venture Debt Firms and Business Development Companies
  • Wealth Management Firms
  • Broker Dealers
  • Institutional Investment Managers

Real Estate

  • Global Real Estate Secondaries Firm
  • Privately Held Real Estate Manager and Developer
  • Real Estate Developer and Property Manager
  • Real Estate Investment Advisor and Manager
  • Real Estate Investment Trust

Consumer Products

  • Fortune 500 Manufacturer and Distributor
  • Innovative, Privately Held Grocery Retailer
  • Publicly Traded Manufacturer Distributor and Retailer
  • Reference and Lifestyle Publisher
  • Worldwide Producer of Household Goods


  • Global Open Source Foundation
  • Philanthropic Environmental Organization
  • Prominent San Francisco Performing Arts Organization


  • SaaS Companies – Multiple
  • Full Stack Quantum Computing
  • IoT Companies
  • Big Data and Biometrics
  • Container Management Software
  • Global Mobile Payments Solution
  • Auction Platform
  • Adtech Companies
  • Advanced Drone Technology and Data Analytics
  • Sales Effectiveness Software
  • Provider of End-to-End Mobile Media
  • Provider of Online Interactive Marketing Solutions
  • Public Semiconductor Company
  • Renewable Energy Technology Company
  • Education Software Company
  • Energy Software/Hardware and Smart Grid Solutions
  • Developer of Ultra-Fast Laser Technology

Life Sciences

  • Biopharmaceutical Companies Focused on Products for Pain Management
  • Commercial Developer of Treatments for Infectious Disease
  • Developer of Selective Regulation
  • InVivo Biophotonic Imaging Technology Company
  • Medical Device Pre-IPO Start-up
  • Medical Device Start-up in the Field of Intelligent Medicine

Professional Services

  • Advertising Agency
  • Big 4 Firm
  • Corporate Identity and Consulting Firm
  • Environmental Consulting
  • Internal Audit Outsourcing
  • Internet Advertising Company
  • Public Relations
  • Top 10 Local CPA Firm
  • Web Design Firm