Our Value Proposition
We strive to optimize long-term shareholder value and thereby lower the cost of capital for our clients. With a relentless focus on our clients’ fiduciary responsibilities to shareholders, we proactively approach the global investment community as peers seeking strategic solutions in a time efficient manner.
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Team of former Wall Street Veterans
Collectively, we leverage over 50 years of Wall Street relationships as former bankers, sell-side analysts, institutional equity salespersons, crisis management experts and social impact investors. Our vast network spans across Silicon Valley, Wall Street and emerging markets which enables us to effectively generate measurable results for our clients.
Gretchen Lium
Gretchen Lium, Founder and President, has over 20 years of broadly diversified Wall Street experience in investor relations, institutional equity research, institutional equity sales, corporate finance, and entrepreneurship. Ms. Lium set the tone for excellence early in her career by spearheading a proactive investor relations program at Intel where she led a successful global shareholder targeting program. In the mid 1990s, she joined Hambrecht & Quist as an institutional equity research analyst. At Hambrecht & Quist, Ms. Lium played a critical role in several notable IPOs including Netscape, UUnet, QLogic, Siebel, etc.
Leveraging her analytical skills, she transitioned into institutional equity sales and was named “Best Overall Sales” by Institutional Investor while working with Stifel, Nicolaus. Over her career, Ms. Lium has established working relationships with buy-side institutional investors, sell-side analysts, and the financial media.
Ms. Lium’s corporate finance experience includes positions with Kidder, Peabody in New York and most recently, NASDAQ where she served as Managing Director of Capital Markets & Global Listings.
Within the private sector, Ms. Lium served as CEO and CFO of a multi-million retail operation which she bought out of bankruptcy. Through her leadership, the business was profitable in the first year of operations. She was instrumental in recruiting and building a talented team. The business was later sold for 8x invested capital. Ms. Lium also worked with Steve Jobs at NeXT Computer.
Ms. Lium earned an MBA from Harvard Business School, an M.A. in Economics from Emory University, and a BA in Economics from Emory University. She has co-authored two articles published in the Federal Reserve Bank of Atlanta Review.