Born from the American spirit of entrepreneurship.
Some reporting on our recent work:
Welcome to heaven for business leaders.
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Business Services
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Wealth Management
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Transaction Advisory
In the words of people we admire:
“The team’s ability to incubate, grow, and show success … I think it’s just fantastic.”
Jay Heller
Head of Capital Markets
Nasdaq
“They’ve been with us on the road and in the weeds handling multiple successful acquisitions.”
Matt Wells
CEO
Audily
“Sam and the team created a secret sauce for launching and supporting innovative companies.”
David Wan
Chairman & CEO (Ret.)
Harvard Business Publishing
Finance shouldn’t feel terrible.
We love our job - to show up every day and help make life-changing contributions to the financial future of our clients, their families, and everyone they touch.
Perhaps more important than the goal is the simple ethos by which we pursue it:
Work hard.
Do the right thing.
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Sam Sawhook
Chairman & President
Sam started his financial career auditing the SEC, Department of Defense, and Treasury as a financial auditor with the Government Accountability Office. During the height of the pandemic, Sam helped Charles Schwab perform conversions of their bank charters and audit their trust companies. He advised the four-star Army Futures Command and the $30 billion Army Working Capital Fund to remediate key audit issues and was one of the first to leverage machine learning to identify high-risk transactions. He co-founded nth Venture which launches employee owned-companies, including Falconer.
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Jillian Palash
Director
Jillian spent nearly 15 years supporting financial service firms and public companies via corporate communications and public relations, working with many Fortune 50 companies and global brands both in top-ranked agencies and in-house. In the ultimate COVID pivot, she decided to realize her dream of entrepreneurship and take her love of writing, messaging strategy and business to support as the first Chief of Staff for nth Venture. Having lived and worked around the world including Boston, New York and Tokyo, Jillian brings a diverse, global perspective and has seen what can be realized when you embrace the unknown.
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Andrew Typrin
Advisor
Andrew’s fintech background stems both from his own unicorn payments infrastructure startup and leading some of the worlds largest and most demanding digital product projects at Amazon, Citi, and Chase.
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Ted Ladd
Advisor
Former dean and professor of entrepreneurship, strategy, and micro-economics. Experience in five high-tech startups in cleantech and mobile consumer electronics.
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Grant Typrin
Associate
Grant is a Corporate Finance graduate from the University of Texas at Austin, with computer science and startup experience. His love language is excel formulas.
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Nathan Deily
Principal
Nathan is a seasoned executive and people operations leader in large corporates like Microsoft and Honeywell, startups, and venture capital. He is active in community service and currently serves on the Board of Directors of Cigars for Warriors.
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Neil Wolfson
Director
Prior to serving as the President and CIO for a billion-dollar family office, Neil was the CIO and President of Wilmington Trust Investment Management, managing over $40 billion. He also served as the National Partner in Charge of KPMG’s Investment Consulting Practice, representing over $100 billion in assets.
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John Goldenberg
Advisor
John is recovering attorney and prolific investor. He is a founder and portfolio manager with over 25 years of experience in investment management, research, legal, boardroom, and advisory board expertise.
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Jennifer Congdon
Advisor
Before joining M Financial as Chief Human Resources Officer (CHRO), Jenn was also the CHRO for Ecobat, the global leader in battery recycling, and for Watts Water Technologies. Prior roles as VP of Human Resources for Xylem, Inc., and Rexnord Corporation followed a 6-year run at Honeywell, where she was rapidly promoted to increasingly challenging HR leadership roles.
