Core Value Advisory is an independent advisory firm built around one idea: that smaller companies deserve senior, conflict-free financial counsel — not a junior team and a sales pitch.
We exist to give owners and management teams a trusted, independent perspective on the decisions that shape their companies.
Because we don't sell products or earn hidden commissions, our advice is structurally aligned with your interests. We take long-term relationships over transactions, candor over comfort, and substance over spectacle.
Founder and principal advisor, leading the firm's transaction and investment advisory work across North America and Europe.
Oversees the firm's investment views and alternatives coverage, from private markets to real assets.
Responsible for engagement quality, operations, and the firm's standards of client delivery.
Behind our leadership sits a deep bench: a senior advisory team and a group of dedicated engagement managers who carry the work forward. Large enough to execute complex mandates, small enough that no client is ever a number.
A repeatable discipline that keeps senior judgment at the center of every engagement.
We begin with your goals, constraints, and the realities of your business — not a pre-built solution looking for a problem.
We frame clear, modeled alternatives with honest trade-offs, including the option to do nothing.
The advisors who win the work do the work. Engagements are led by principals and senior team members throughout.
No products, no hidden incentives. Our success is measured only by yours, and we remain a resource long after a deal closes.
Our team brings experience spanning investment banking, private markets, and corporate finance across the United States and Europe. We coordinate with clients' legal, tax, and accounting advisors to deliver counsel that holds up across jurisdictions — and we hold ourselves to institutional standards of diligence and confidentiality on every engagement.