Strength You Can Trust

Our People Are Our Advantage

Our team defines who we are. We bring the judgment to lead, the drive to solve problems, and the humility to work as one team. Guided by experience, character, trust, and gratitude, we stand with companies in their most defining moments.

Filters

10+ yrs restructuring, turnaround & Interim CFO

Click to Read Bio

Adam Zughayer

Principal

2+ yrs investment banking, LBO financing & M&A

Click to Read Bio

Andrew Tweedy

Associate

15+ yrs turnaround, restructuring & commercial banking

Click to Read Bio

Andy Hoffman

Vice President

30+ yrs operational mgmt and strategy

Click to Read Bio

Anthony Rizzo

Senior Managing Director

Exp. in underwriting, M&A, strategy & diligence

Click to Read Bio

Ben Jahnke

Senior Associate

Exp. in M&A, debt capital markets & turnarounds

Click to Read Bio

Brandon Seni

Senior Associate

12+ yrs strategy, ops & brand expertise

Click to Read Bio

Caitlin Shufelt

Principal

Financial/operational turnaround & FP&A expert

Click to Read Bio

Dallas Lloyd

Senior Associate

5+ yrs in restructuring, interim mgmt & M&A

Click to Read Bio

Dan Finnegan

Vice President

6+ yrs software engineering & cloud infrastructure

Click to Read Bio

Dominick Giordano

Senior Software Engineer

Investment/ops finance, FP&A & interim mgmt

Click to Read Bio

Dustin Graham

Vice President

40+ yrs as board member and corporate executive

Click to Read Bio

Eric Glover

Managing Director

34+ yrs in restructuring, governance & management

Click to Read Bio

Grant Lyon

Managing Partner

30+ yrs restructuring, interim mgmt & fiduciary roles

Click to Read Bio

Greg Charleston

Managing Director

5+ yrs inv. banking, restructuring & advisory

Click to Read Bio

Jack Hearns

Senior Associate

20 yrs in restructuring, turnarounds & interim mgmt

Click to Read Bio

James Romey

Principal

Exp. in restructuring, bankruptcy & transformations

Click to Read Bio

Jay Rao

Senior Associate

25+ yrs advisory, interim CFO/CRO & profit focus

Click to Read Bio

Jim Guglielmo

Managing Director

9+ yrs in leveraged finance, M&A and investing

Click to Read Bio

Joshua Scoresby

Vice President

9+ yrs investment banking, M&A & strategic advisory

Click to Read Bio

Julie Sosne

Vice President

AI Enablement Lead, fmr. corporate & tech banker

Click to Read Bio

Justino Molinaro

AI Enablement Lead

12+ yrs investing, FP&A & restructuring

Click to Read Bio

Kevin Byers

Vice President

20+ yrs mgmt, consulting & ops

Click to Read Bio

Lori Zywiak

Director of Operations

Exp. in restructuring, profitability & ops advisory

Click to Read Bio

Margarita Salazar

Senior Associate

20+ yrs transformation, interim mgmt & CFO advisory

Click to Read Bio

Mark Nicholson

Principal

8+ yrs restructuring, interim CFO & distressed M&A

Click to Read Bio

Michael Queenan

Principal

30+ yrs as C-suite and restructuring/turnaround exec with blue-chip CPG roots

Click to Read Bio

Mike Musso

Senior Managing Director

2+ yrs restructuring, refinancing & revitalization

Click to Read Bio

Owen Gordon

Associate

Associate, fmr. J.P. Morgan Healthcare Banking

Click to Read Bio

Rachel Cowart

Associate

40+ yrs strategic advisory, capital markets & M&A

Click to Read Bio

Randall Miles

Managing Director

10+ years in market strategy, growth, and customer engagement

Click to Read Bio

Randi Siegel

Director of Marketing

15+ yrs finance, investment banking & CFO advisory

Click to Read Bio

Rob Van Paasschen

Vice President

15+ yrs leading AI adoption & digital transformation

Click to Read Bio

Sarah Oyungu

AI Adoption Lead

30 yrs as PE investor, C-Suite exec & board member

Click to Read Bio

Shawn Hassel

Managing Partner

7+ yrs recruiting, HR Ops & Performance Mgmt

Click to Read Bio

Sierra Lewis

Manager

Expert in Data/AI strategy, ML & agentic systems

Click to Read Bio

Spencer Lyon

Principal

30+ yrs distress advisory, interim CEO, CFO & CRO

Click to Read Bio

Stuart Kaufman

Senior Managing Director

Lead Independent Director & restructuring expert

Click to Read Bio

Thomas Allison

Managing Director

Exp. in M&A, turnarounds, debt & cash flow modeling

Click to Read Bio

TJ Hoppen

Senior Associate

10+ yrs restructuring, M&A & interim executive roles

Click to Read Bio

Tom Waitt

Managing Director

SVP Finance, 15+ yrs financial reporting & ops mgmt

Click to Read Bio

Tony Duganiero

Senior Vice President of Finance

Exp. in M&A, valuation, modeling & financial planning

Click to Read Bio

Will Anderson

Senior Associate

No team members match the selected filters.

“

We deliver the results businesses depend on, and we do so in a way that’s grounded in empathy and respect. Our clients appreciate that we never separate performance from people.

Dallas Lloyd

Senior Associate

“

Earning the trust of your client begins with deep listening and honest communication. It’s critical to go beyond the data and have transparent discussions.

James Romey

Principal

“

The team at Areté challenges you to keep growing, to think like an owner, and to evolve right alongside the firm.

Caitlin Shufelt

Principal

Built for Complexity, Driven by Action

Learn About Areté Explore Careers