About Us
About Us
We are a Hampton Roads–based buy-side and operating advisory founded by professionals with experience across private equity and early-stage companies. We bring institutional financial discipline to the realities of SMB ownership—helping buyers, founders, and operators make clear, high-stakes financial and operating decisions.
Where We Focus
Our work centers on domestic U.S. companies, with deep roots in the Hampton Roads business community.
We partner with buyers and operators who need structure, clarity, and financial discipline to scale. Whether it’s modeling growth, improving cash flow visibility, or aligning operations with capital strategy, we help business leaders make confident, data-driven decisions that drive measurable results.
Our clients typically range from early traction to roughly $25 million in annual revenue—teams that have proven demand but are still lean enough for every decision to matter.
Meet the Team
Ryan is a Hampton Roads native and graduate of the College of William & Mary, holding a Master of Science in Finance from SMU’s Cox School of Business. He began his career in audit with BDO, where he focused on government contractors, before moving into aerospace consulting, conducting market analysis and financial modeling.
Ryan later joined a hybrid family office and private equity firm in Los Angeles, sourcing and supporting transactions across the technology, media, education, and consumer sectors. While there, he led early internal artificial intelligence initiatives and began advising an emerging AI company—eventually becoming its founding CFO and helping guide its early growth and development.
In addition to his work with that company, Ryan advises a stealth-stage startup in the media and publishing space and leads Stolad, where he brings private-equity discipline and startup execution to founders and operators building the next generation of small businesses.
