Our firm’s premise
We provide guidance, resources, and best practices to assist our law firm partners achieve their long-term goals.
- Process and Tools Improvement
- Utilizing Data for Decision Making
- Strategic Planning
- Understanding Competitive Dynamics
- Budgeting and Capital Allocation
- Optimizing Overhead
- Stakeholder Engagement
- Corporate Culture
- Service Provider Due Diligence
- Risk Mitigation Strategies
- Strategic Relationships
- Social Responsibility
Meet the heart of our operations
Benjamin E. Blank
Ben has deep experience from his tenure as a partner, senior investment team member, and CCO of one of the country’s largest financiers of mass tort litigation and previous investment experience at a private equity firm founded on the tenets of conscious capitalism.
Timothy H. Birnbaum
Tim has experience from his previous career as a New York trial attorney. Tim spent the majority of his career as a litigator in the New York office of DLA Piper, one of the world’s largest firms. He also practiced law at a renowned litigation boutique in Manhattan.
Joseph A. Fleming
Joe has broad CFO and COO experience from nearly twenty years as a multi-faceted financial executive, closing more than $5 billion in debt at multi-billion-dollar real estate funds, and building, scaling, and managing financial systems and operations at these firms.
Jason E. Trock
Jason has comprehensive investment and executive leadership experience from his nearly 20-year career as an investment professional analyzing complex public and private equity and debt transactions across various industries as both an advisor and principal.
Eli J. Giombi
Eli has substantial investment, operations, and risk management experience from his nearly twenty-year career leading the design, development, implementation, and scaling of best-in-class risk management programs at multi-billion-dollar investment firms.
David E. Childers
David has a deep background in data and business analytics, coupled with meaningful Big Four audit experience of direct lenders, broker dealers, and other complex investment vehicles in the financial services industry.
Olivia D. Liggio
Olivia has meaningful and in-depth experience from her prior practice as an award-winning trial lawyer successfully litigating complex lawsuits against some the nation’s largest insurance carriers on behalf of both individuals and businesses.
Cole C. Seiler
Cole has deep experience from his background in investment sourcing at the outsourced origination firm for one of the country’s most highly respected lower-middle-market private equity firms specializing in high-volume investment sourcing.
Kevin M. Pope
Kevin has an eclectic background and experience in global capital raising and entrepreneurship, helping to successfully grow companies ranging from start-ups to Fortune 500 companies.
Will F. Stone
Will has substantial experience in tax compliance, consulting, and accounting, as well as financial statement audit from his background at one of the largest professional services firms in the world
Jack H. Boyle
Jack has broad experience in commercial credit that includes loan servicing, customer service, credit review, and compliance and covenant testing for a $400mm commercial credit portfolio of lower-middle-market clients that included several law firms.
Sandra E. Marin
She has worked at South Florida based law firms as a litigation paralegal for over 25 years and has extensive experience from working on both the Plaintiff and Defense sides of civil trial litigation.
Robbie A. Hoyt
Robbie has substantial experience from his background in commercial credit underwriting for a super-regional bank in the Southeast.
Zack C. Thomas
Zack has extensive experience underwriting middle-market credits having started his career at one of the largest banks in the country.
Tami R. Segal
Tami has a depth of facility and office management experience from 25 years working in administration for medium and large size national law firms overseeing non attorney staff and the efficient operations of the firm.