We are a group of CPAs and financial analysts, led by a former 15+ year partner at global public accounting firms. We share a common bond - a passion for bringing our experience to bear on behalf of smaller, privately-held companies. There are numerous successful companies that have little hope of receiving the client service experience they deserve from one of the global accounting firms, even if they decide that they will pay the corresponding price tag.
We believe that your company, which you have built and nurtured into something special, deserves to be treated as such. At Escalate Advisory, we offer that unique combination of world-class M&A acumen with real-world integrity and client service.
We will work with you to understand your company's needs and abilities and develop a tailored plan to help you prepare for and navigate this very important process.
We are seasoned M&A advisory professionals with an extensive global accounting firm pedigree who share a passion for delivering value to privately held companies
Founder and Managing Partner
Todd has over 30 years of experience, most of
that with two of the largest international
accounting firms. He has dedicated the majority
of his career to providing mergers & acquisition
(M&A) advisory services to closely-held private
companies, domestic and multinational
corporate clients, as well as to Family Offices,
Private Equity sponsors and Investment Banks.
He founded Escalate Advisory in order to bring
world-class, accounting-related M&A solutions
to business owners and operators at a fraction
of the price.
Other team members
Our dedicated professionals have worked with Todd for several years and are adept at financial analysis, and creating and analyzing information in Excel-friendly environments. Specific bios are available during the proposal stage based on situational requirements and industry expertise.