Join The Advisor Team
More

Tag: investor relations

Madison T. Woodward III | Visionary Geoscientist and Energy Strategist Driving Global Exploration, Innovation, and Resource Development

Madison T. Woodward III is a seasoned geoscientist and corporate leader with over 43 years of experience in oil and gas exploration, field development, and asset acquisitions. With a proven track record of leading successful discoveries in the Gulf of Mexico and Southeast Asia, he has played a pivotal role in shaping exploration strategies, portfolio management, and emerging energy solutions such as carbon capture and lithium production. His leadership extends beyond technical expertise, having served in executive roles, guided international ventures, and contributed to board-level decision-making. A respected speaker and advisor, Madison combines deep industry knowledge with a strategic, common-sense approach, making him a valuable asset to companies navigating the evolving energy landscape.

Christi Westman: Experienced Financial Executive in Banking and Corporate Finance

Christi Westman is a seasoned financial executive with extensive expertise in corporate accounting, financial management, and regulatory compliance. As Vice President and Controller at Gate City Bank, she oversees financial operations, ensuring accuracy, efficiency, and compliance while driving strategic growth initiatives. With a strong background in public and corporate accounting, including leadership roles at Titan Machinery, Caterpillar, Valspar, and Deloitte, Christi has a proven track record of optimizing financial reporting, managing audits, and leading high-performing teams. A Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA), she combines technical expertise with strategic vision to enhance profitability and operational effectiveness. Dedicated to mentorship and industry leadership, she actively contributes to professional organizations and community initiatives, reinforcing her commitment to financial excellence and organizational success.

Adam Wheeler: Guiding Companies through Complex Legal Landscapes with Integrity, Strategy and Precision.

I’m excited to share my professional executive biography, highlighting my experience in corporate governance, securities compliance, M&A, ESG, and board advisory. With over 23 years of legal and strategic expertise, I have worked with executive teams, boards, and investors to navigate complex transactions and governance challenges. As I explore board service opportunities, I look forward to contributing my skills to organizations seeking strong leadership, compliance oversight, and business strategy alignment.

Tom Schneider: Visionary Financial Executive and Strategic Leader

Tom Schneider is a seasoned financial executive and strategic leader with a proven ability to drive profitability, operational efficiency, and business growth across multiple industries, including manufacturing, finance, e-commerce, and the outdoor sector. With extensive experience as a CEO, CFO, and board member, he has successfully led corporate turnarounds, mergers and acquisitions, and financial restructurings that have resulted in significant revenue increases and EBITDA growth. Known for his analytical expertise, leadership, and ability to foster positive corporate cultures, Tom has played a pivotal role in transforming businesses through strategic planning, innovative financial modeling, and effective communication with executives, investors, and stakeholders.

Martena Kusz | Strategic Visionary | Business Transformation Leader | Board Advisor

Martena Kusz is a visionary executive with over 20 years of experience in business transformation, strategy execution, and operational excellence across consulting and technology industries. Known for her ability to foster innovation and collaboration, she has successfully led organizations through large-scale initiatives that have generated significant revenue growth and enhanced operational efficiency. With deep expertise in risk assessment, financial optimization, and digital transformation, Martena helps businesses navigate complex challenges while positioning them for long-term success. Her strategic mindset, expansive network of business leaders and investors, and commitment to fostering high-performing teams make her an invaluable asset to organizations seeking governance, leadership, and sustainable growth.

Guy V. Potter: Guiding Business Owners Toward Growth, Value, and Successful Transitions.

I’m excited to share my professional executive biography, which highlights my experience in mergers and acquisitions, business succession planning, and financial strategy. My passion lies in helping business owners navigate transitions, maximize company value, and create sustainable growth strategies. If you’re looking for insights on business exits, valuations, or investor partnerships, I’d love to connect.

Henry Blaufeld: Strategic Sales Executive | Startup Advisor | Growth & Turnaround Specialist

Henry Blaufeld is a strategic sales executive and startup advisor with over 20 years of experience driving revenue growth, executing go-to-market strategies, and transforming underperforming territories into market leaders. With a deep expertise in healthcare, medical devices, and emerging technology, Henry has successfully led sales teams, negotiated high-value contracts, and developed investor-ready pitch decks that have propelled startups to commercialization. A dedicated mentor and servant leader, he is passionate about building high-performing teams, fostering long-term client relationships, and guiding organizations through growth and transformation. Now actively seeking board roles, Henry aims to leverage his sales leadership, business development acumen, and strategic vision to help companies scale and succeed in competitive industries.

Cole Bennett: Curiosity Drives Innovation, and Strategic Execution Turns Vision into Reality.

I am passionate about real estate finance, investment strategy, and capital markets, and I thrive on building relationships that drive growth and innovation. Over the past several years, I’ve had the opportunity to work on high-value real estate transactions, develop sophisticated financial models, and collaborate with global investors across multiple asset classes. As I continue to expand my expertise, I am eager to explore new opportunities, including board service, to contribute to organizations seeking strategic financial leadership.

Raghav Nayar: Dedicated Financial Strategist and Analytical Leader.

I’m excited to share an in-depth look at my professional journey, highlighting my experiences in investor relations, equity research, and business intelligence. From supporting global brands like Ralph Lauren to analyzing market trends at Morgan Stanley, I’ve honed my ability to bridge strategy and execution. Here is my biography.

John Cash: Proven Leadership and Industry Expertise in Uranium Mining

John Cash, Chairman of the Board and CEO of Ur-Energy Inc., is a seasoned executive with over three decades of experience in the uranium industry. Known for his integrity, strategic vision, and deep technical expertise, Mr. Cash has played a pivotal role in advancing Ur-Energy’s corporate objectives, including the development and licensing of key mining projects. Under his leadership, the company has successfully navigated complex regulatory landscapes, fostered strong relationships with global investors, and positioned itself as a leader in the nuclear energy sector. His calm demeanor, coupled with his ability to deliver innovative and sustainable solutions, has earned him widespread respect among industry stakeholders and peers.

Samuel Woodcock, ACMA: Accomplished Finance Executive and Strategic Leader

Samuel Woodcock, ACMA, is a seasoned finance executive with over 30 years of experience driving financial growth and strategic planning across industries such as music, media, advertising, and gaming. Currently the CFO of Premier Music Group, Sam is renowned for his expertise in building budgets, long-term planning, and delivering top-line growth through innovative, KPI-driven solutions. With a proven track record of solving complex challenges and fostering operational excellence, Sam’s global perspective and collaborative leadership style make him an invaluable asset to any organization or board.

Kelly Boyer: Senior Treasury and Corporate Finance Executive

Kelly Boyer is a senior executive with over 20 years of expertise in corporate finance, treasury, investor relations, strategic planning, M&A, and ESG, with a proven track record of driving value and minimizing risk for multinational corporations. She has successfully structured and completed over 40 major financing deals, demonstrating a deep understanding of global financial markets and a strong ability to optimize balance sheets and maintain liquidity through market cycles. As a skilled negotiator and leader, Kelly has built and managed relationships with investors, stakeholders, and board members, guiding companies through complex financial strategies and capturing key market opportunities. Her extensive experience in M&A, risk management, and treasury operations has been instrumental in delivering shareholder value and driving long-term organizational success.

Alan Boras: Independent Consultant, Strategic Advisor

I'm excited to share a bit about my career and the values that drive my work. With over 40 years in corporate communications, crisis management, and strategic advisory, my focus has always been on fostering trust, building bridges, and delivering impactful, clear messaging across diverse industries and stakeholders. Here is my biography.

Craig Nelson: Visionary Leader in AI-Driven Revenue Growth and SaaS Innovation

Craig Nelson is a pioneering force in SaaS and AI-driven revenue enablement, with over 25 years of experience guiding companies to market leadership, successful IPOs, and profitable exits. As the founder and CEO of iCentera, he led the company’s rapid growth and acquisition by CallidusCloud, which was later acquired by SAP for $2.4 billion. His strategic acumen has supported major enterprise firms, including ADC, Thomson Reuters, Motorola, and the NBA, in implementing revenue enablement technologies that drive sustainable growth. Craig's unique expertise in capital strategy and digital transformation has positioned him as a sought-after advisor and thought leader in AI-driven sales optimization, consistently delivering impactful insights that shape modern sales and marketing practices.

Stacy Steimel: Visionary investment leader with a creative edge, transforming market insights into bold strategies that drive growth across industries.

I’m excited to share my professional journey, which spans over 30 years in the investment industry. Throughout my career, I’ve had the privilege of leading strategic initiatives across emerging markets, capital markets, and asset management. From my early days as a regulator and strategist to my role as a corporate director, I’ve always aimed to drive growth through innovation, leadership, and a deep understanding of global economic trends. Whether it’s unlocking value in Latin America or transforming investor relations strategies, my focus has been on delivering results and making a lasting impact. I’m particularly proud of my work with GeoPark and PineBridge Investments, as well as my involvement in supporting early-stage startups through ChileGlobal Angels. Alongside these roles, I remain passionate about cross-cultural leadership, sustainability, and creating meaningful change in the communities I serve. Let’s connect and explore how we can collaborate on exciting new opportunities!

Michelle L. Goheen: Maximizing Enterprise Value

Michelle Goheen brings over two decades of experience in guiding companies through the complexities of going public, ensuring they are fully prepared for the transition to becoming publicly traded entities. With deep expertise in both buy-side and sell-side acquisition work, she has successfully led numerous transactions, providing critical financial insights and strategic direction. Her extensive audit committee consulting experience further underscores her ability to navigate regulatory requirements, corporate governance, and financial reporting. As an audit committee financial expert, Michelle is equipped to lead audit committees with a focus on fostering transparency, mitigating risk, and enhancing shareholder confidence.