Meet Our Team

Senior finance professional with a strong background in strategic advisory, corporate development, and business development across private and growth markets. He supports founders, management teams, and boards on company positioning, strategic planning, partnership development, and preparation for financing processes, coordinating stakeholders to ensure disciplined execution and long-term value creation.

He maintains relationships with family offices, institutional investors, and strategic capital providers across Europe and the United States, supporting efficient access to decision-makers and long-term capital partners. He is responsible for shaping the firm’s overall strategy and operating model, overseeing mandate coordination, and ensuring a consistent, high-quality client experience built on trusted advisory relationships.

Over 15 years of experience working with UHNWIs, family offices, venture capital firms, corporations, and heads of state around the globe. Experienced in supporting over $8 billion in advisory mandates across capital raising and M&A projects, including a $5.5 billion reverse merger.

Over 20 years of experience in executive leadership, capital formation, and business development across public and private markets.
He has founded, scaled, and taken multiple companies public, raising more than $1.4 billion in capital through equity, structured financings, and strategic transactions. He brings hands-on experience building companies from early stages through liquidity events, working closely with boards, management teams, and investors to drive growth, optimize capital structures, and execute successful market exits.

His background spans both operating leadership and capital markets execution, enabling a pragmatic, founder-aligned approach to capital raising and strategic advisory. He maintains deep, long-standing relationships with family offices, high-net-worth individuals, and institutional investors, and is recognized for his ability to align high-quality capital with compelling growth opportunities across market cycles.

Senior finance executive with deep experience in corporate strategy, capital markets advisory, and strategic business development across growth and private markets. He focuses on firm strategy, client positioning, and operational execution, coordinating cross-border stakeholders to ensure disciplined delivery, strategic alignment, and long-term value creation.

He advises founders and management teams on narrative development, go-to-market priorities, partnership strategy, and preparation for financing processes, with experience across life sciences, technology, and infrastructure. Previously, he held a role at a Vancouver-based investment firm, where he supported transaction preparation and strategic initiatives, working closely with family offices, institutional partners, and strategic capital providers across Europe and the United States.

Senior equity capital markets and capital advisory professional with nearly two decades of experience advising on complex equity financings across public and private markets. He has advised on more than $100 billion in transaction volume, spanning IPOs, follow-on offerings, convertibles, PIPEs, and structured equity solutions for clients across real estate, renewable energy, healthcare, and technology.

He previously held senior roles at Nomura, Capital One, Mizuho, and RBS, where he advised corporate issuers, financial sponsors, and institutional investors on capital structure optimization and equity market execution. He brings deep expertise in equity structuring, investor positioning, and transaction execution, supported by long-standing relationships with institutional investors, hedge funds, and strategic capital providers active across global equity markets across the US.

Veteran finance professional with over 35 years of experience and a track record of more than $20 billion in advisory mandates across real estate, healthcare, technology, energy, financial services, consumer goods, manufacturing, media, and industrials. Founder of PCP, where he led complex capital markets and M&A advisory engagements for institutional clients.

Director focused on sourcing and screening opportunities across the early and middle market. He is responsible for identifying high-quality deal flow, conducting initial qualification, and assessing strategic fit between companies and aligned capital providers, supporting disciplined origination across private markets.

He brings sector exposure across life sciences, technology, and infrastructure, combining commercial assessment with early diligence to evaluate growth potential, investor alignment, and overall readiness for a potential financing process.

Senior Analyst with a background in corporate finance and advisory. Before joining Vortex Capital, he worked at Evolve & Partners and held analyst roles at firms including SMC Capital and Skyway Capital Markets. He earned his B.S. in Finance from the University of Tampa’s Sykes College of Business.

Senior finance professional with over 25 years of experience in structured finance, infrastructure, capital formation, and project finance. He brings deep structuring expertise across credit, fixed income, and equity derivatives. With extensive experience designing and executing complex capital solutions, structured products, and risk-managed investment strategies for institutional clients and sophisticated investors.

He maintains strong and long-standing relationships with institutional investors and strategic capital providers across infrastructure, energy transition, renewable power, data centers, mining, and defense, and is currently focused on applying his capital markets and structuring background to renewable energy and infrastructure investments globally. He has led credit and equity trading desks at Absa, built the Fixed Income and Credit Division at Morgan West, and founded Symphony Capital.

Business development and corporate relations professional with deep experience across technology, healthcare, and financial services. He has led origination, managed strategic client relationships, and driven revenue growth for both growth-stage and established companies across international markets. Previously, he spearheaded global business development initiatives at REVIV Global and managed key enterprise accounts across the UK market.

He has expertise in evaluating transactions and advisory opportunities across life sciences, technology, industrials, and related sectors, supporting deal origination, commercial assessment, and execution. He brings a strong focus on preliminary diligence, market and commercial analysis, and investor-facing preparation, working closely with senior team members to assess opportunities and support transaction processes.

Over 6 years of corporate finance and advisory experience, specializing in creating tailored investor materials for capital formation, conducting thorough due diligence, and supporting strategic investor opportunities.

Senior advisory professional with experience in more than $3 billion in M&A and capital raising transactions across technology, industrials, and business services.
He has advised on deals ranging from $5 million to $1 billion, working with founders, management teams, and investors in the lower middle market and growth segments of the U.S. economy. He has held senior roles at Houlihan Lokey, where he supported M&A and strategic advisory mandates, and at EdgePoint Capital, advising on sell-side and buy-side engagements as well as growth financings. In addition to his investment banking experience, he co-founded a U.S.-based advisory firm, gaining hands-on experience in firm building, client leadership, and direct engagement with corporate and investor constituencies.

He brings deep exposure to the U.S. lower middle market, private equity sponsors, family offices, and strategic investor networks that support disciplined capital formation and transaction execution.

Investment banker with 15+ years of experience across M&A, growth capital, and private equity advisory. Former roles include Houlihan Lokey, Lincoln International, and GP Bullhound, with a focus on technology, media, and consumer sectors. Has advised on numerous cross-border transactions and brings a strong global investor network.

Senior finance professional and executive with more than 25 years of experience in M&A, capital raising, restructuring, and strategic advisory. Formerly with Merrill Lynch, Jefferies, CIT Group, and Duff & Phelps, he has closed over 300 transactions totaling approximately $72 billion in value across technology, industrials, mining, and oil & gas.

He brings deep expertise in advising corporate clients, private equity sponsors, and institutional investors on complex domestic and cross-border transactions, and is recognized for his ability to originate, structure, and execute strategic and financing mandates across market cycles. He has worked closely with private equity firms, institutional investors, and strategic acquirers on both buy-side and sell-side mandates.

Senior finance professional with deep expertise in healthcare and life sciences investment banking, corporate strategy, and business development.
He has advised on M&A transactions, private placements, and strategic financings across biotechnology, medical devices, diagnostics, and healthcare services, working closely with founders, management teams, boards, and investors.

He previously held senior roles at Jefferies, Wedbush, Raymond James, JMP Securities, and MTS Health Partners, where he led and executed major sell-side and buy-side M&A mandates as well as growth-stage and late-stage private capital raises. He brings a strong understanding of the healthcare investment landscape, including investor positioning, valuation, and transaction execution, and maintains close relationships with healthcare-focused institutional investors, private equity firms, and strategic acquirers across the life sciences ecosystem.

Senior finance executive and C-level strategic advisor with nearly 30 years of experience in alternative financing, private capital, and structured investments across global markets. He has managed and executed approximately $4 billion in aggregate transactions as a principal investor and strategic advisor, spanning private credit, private equity, venture capital, project finance, M&A, and restructuring advisory. His experience includes structuring and distributing both direct investments and pooled vehicles through private wealth, institutional, and alternative asset management channels.

Formerly with UBS, Merrill Lynch Capital Markets, and Stonehaven, as well as senior roles with alternative investment managers and operating platforms, he brings deep expertise in aligning institutional and private capital with complex investment strategies globally, supported by long-standing relationships with institutional allocators, family offices, and strategic partners.

Nearly two decades of experience in equity capital markets and investment banking. Previously held senior roles at Nomura, Capital One, Mizuho, and RBS. Advised on over $100 billion in transactions across IPOs, follow-ons, convertibles, PIPEs, and structured equity for clients in real estate, renewables, healthcare, and technology.

Healthcare strategist and investment adviser focused on biotechnology, diagnostics, biologics manufacturing, and life science real assets.
He advises on investment evaluation and strategic positioning across private healthcare and life sciences markets, supporting both growth-stage companies and capital providers.

He brings hands-on experience across due diligence, syndication finance, licensing, scale-up strategy, and cross-border transactions, working closely with founders, operators, and investors to assess technology, commercial readiness, and execution risk. His work often sits at the intersection of science, capital, and infrastructure, particularly in complex healthcare platforms. He brings a global perspective to transaction processes, supporting disciplined capital allocation and long-term value creation.

Senior Analyst with experience across investment banking, valuation, venture investing, and healthcare analytics. He has supported transaction execution, investment evaluation, and financial analysis across public and private markets, with a particular focus on healthcare and life sciences. He previously served as a Senior Financial Analyst at Infusion for Health, where he worked closely with operating and finance teams on performance analysis, strategic planning, and data-driven decision-making within a healthcare delivery platform.

Prior to that, he advised on multi-billion-dollar valuation and transaction mandates at Deloitte, supporting complex financial modeling, valuation analysis, and deal-related advisory work. He has also been involved in sourcing and evaluating venture investments at Gondor Capital, conducting market research, financial diligence, and investment analysis across early-stage healthcare and technology opportunities. He brings a strong analytical foundation, transaction exposure, and cross-disciplinary perspective to support investment evaluation and execution.

Holds 30 years experience with cross border merger & acquisitions, capital markets, international infrastructure project finance roles for Venture and Private Equity backed middle market and Fortune 500 companies across multiple international industries including:   aerospace/defense, international telecom, international infrastructure, broadband, data centers, electric power generation, robotics, AI corporate software solutions, food manufacturing, medical devices, logistics and other advanced technologies.

Mr. Gooderum has led corporate development and operations throughout 30 countries across North America, Europe, Latin America, and Asia.  He speaks Portuguese and Spanish, having extensive investment and operations expertise in Brasil, Mexico, the Caribbean, Central and South America as well as the USA, Canada and Europe.

Strategic advisory executive with over 25 years of experience across M&A, capital markets, and private capital formation. She has executed more than $80 billion in transaction volume, advising transactions across telecommunications, technology, digital infrastructure, energy transition, and business services, working with venture-backed companies through Fortune 500 corporates.

She previously held senior roles at Bank of America Merrill Lynch, where she built and led the Emerging Telecom practice, as well as Salomon Brothers, CDX Advisors, and The Alberleen Group. Her experience spans both bulge-bracket and boutique environments, combining large-scale transaction execution with hands-on advisory for growth and private companies. She brings deep expertise in sector-driven investor positioning, capital raising, and strategic M&A, supported by long-standing relationships with institutional investors, family offices, and strategic acquirers across North America and Europe.

Extensive experience in go-to-market strategy, business development, and growth execution for companies. He has worked closely with founders and management teams to design and implement go-to-market and scaling strategies, supporting companies from Seed-stage through Series C and exit. His background spans the cybersecurity, artificial intelligence, and data-driven technology sectors, where he has helped companies refine market positioning, accelerate commercial traction, and prepare for institutional capital and strategic outcomes.

His experience bridges commercial execution with investor-facing readiness, supporting both growth and transaction processes. He focuses on corporate relationships, deal origination, and evaluation of transactions, working closely with internal teams and external partners to identify high-quality opportunities and support strategic alignment between companies and capital providers.

Business leader and entrepreneur with over 20 years of experience building and scaling businesses across financial services, insurance, legal services, property, and technology. He has operated in highly competitive and regulated markets, driving revenue growth through disciplined execution, leadership development, and strategic positioning.

In addition to his commercial leadership background, he’s responsible for deal sourcing and initial screening, leveraging his operating experience to assess business quality, commercial traction, and strategic fit. He works closely with founders and internal teams to evaluate opportunities, with a particular focus on technology, industrials, and healthcare.

He brings extensive experience in bespoke wealth management, portfolio management, and asset management, with a background spanning private client advisory and equity trading. He has worked closely with high-net-worth individuals and institutional clients to design and implement tailored investment strategies, supporting portfolio construction, risk management, and capital preservation. His experience includes direct involvement in equity markets, client relationship management, and strategic asset allocation across diverse market conditions.

His background bridges investment execution with client-facing advisory, supporting both wealth growth and long-term financial planning. He focuses on deal origination, client relationships, and evaluation of transactions, working closely with internal teams and capital partners to identify high-quality opportunities and align client objectives with suitable investment outcomes.

Senior capital markets professional and executive with more than 25 years of experience in sell-side capital advisory, M&A, and capital raising for asset managers and investment firms. Formerly with Allianz, Franklin Templeton, INVESCO, and Zenith Group Advisors, he has advised on and supported complex sell-side and capital markets transactions across multiple market cycles and was responsible for approximately $1.8 billion in AUM growth.

He brings deep expertise in institutional advisory, capital formation, and transaction execution. Lincoln has worked closely with asset managers, institutional investors, and distribution partners to originate mandates, structure capital solutions, and support strategic and growth initiatives across evolving market environments.

Senior private markets professional with more than 20 years of experience in private equity, private credit, and capital formation across technology-enabled and growth-stage businesses. Since 2003, he has raised over £1.5 billion for startups and investment platforms and has led and executed complex equity and credit transactions across multiple market cycles. He brings deep transaction and structuring expertise across disruptive and emerging technology sectors. Mike maintains long-standing relationships with founders, institutional investors, and strategic capital providers, advising on capital strategy and deal execution.

Previously, he served as Partner and Chief Investment Officer at Gresham Private Equity, where he was instrumental in raising approximately $1 billion in LP capital and led 15 investments delivering over 2.1x cash-on-cash returns. He also founded Palio Capital Partners, a private credit fund, attracting institutional commitments of £150 million before