Born from the American spirit of entrepreneurship.

We build

financial services companies

teams

that serve the world.

Some reporting on our recent work:

Hollywood Reporter: Rococo Punch Podcast Studio to Merge with Audily

Bloomberg: A New Era of Podcast Mergers is just Beginning

Yahoo Finance: Falconer, H-PTP, DynaCross, Eastlake, and Technova Establish Partnership to Facilitate Development Finance of Energy Projects in Africa

IMDb: Audily Team Welcomes The Pop Ups - Leaning into Live Events and Children’s Content

The common thread in our companies:

Service.

In the words of people we admire:

“The team’s ability to incubate, grow, and show success … I think it’s just fantastic.”

Jay Heller

Head of Capital Markets

Nasdaq

“They’ve been with us on the road and in the weeds handling multiple successful acquisitions.”

Matt Wells

CEO

Audily

“Sam and the team created a secret sauce for launching and supporting innovative companies.”

David Wan

Chairman & CEO (Ret.)

Harvard Business Publishing

Finance shouldn’t feel terrible.

We love our job - to show up every day and help make life-changing contributions to the financial future of our clients, their families, and everyone they touch.

Perhaps more important than the goal is the simple ethos by which we pursue it:

Work hard.

Do the right thing.

  • Sam Sawhook

    Chairman

    Sam started his financial career auditing the SEC, Department of Defense, and Treasury as a financial auditor with the Government Accountability Office. During the height of the pandemic, Sam helped Charles Schwab perform conversions of their bank charters and audit their trust companies. He advised the four-star Army Futures Command and the $30 billion Army Working Capital Fund to remediate key audit issues and was one of the first to leverage machine learning to identify high-risk transactions. He co-founded nth Venture which launches employee owned-companies, including Falconer.

  • Jillian Palash

    Director

    Jillian spent nearly 15 years supporting financial service firms and public companies via corporate communications and public relations, working with many Fortune 50 companies and global brands both in top-ranked agencies and in-house. In the ultimate COVID pivot, she decided to realize her dream of entrepreneurship and take her love of writing, messaging strategy and business to support as the first Chief of Staff for nth Venture. Having lived and worked around the world including Boston, New York and Tokyo, Jillian brings a diverse, global perspective and has seen what can be realized when you embrace the unknown.

  • Andrew Typrin

    Advisor

    Andrew’s fintech background stems both from his own unicorn payments infrastructure startup and leading some of the worlds largest and most demanding digital product projects at Amazon, Citi, and Chase.

  • Ted Ladd

    Advisor

    Former dean and professor of entrepreneurship, strategy, and micro-economics. Experience in five high-tech startups in cleantech and mobile consumer electronics.

  • Grant Typrin

    Associate

    Grant is a Corporate Finance graduate from the University of Texas at Austin, with computer science and startup experience. His love language is excel formulas.

  • Nathan Deily

    Principal

    Nathan is a seasoned executive and people operations leader in large corporates like Microsoft and Honeywell, startups, and venture capital. He is active in community service and currently serves on the Board of Directors of Cigars for Warriors.

  • Neil Wolfson

    Director

    Prior to serving as the President and CIO for a billion-dollar family office, Neil was the CIO and President of Wilmington Trust Investment Management, managing over $40 billion. He also served as the National Partner in Charge of KPMG’s Investment Consulting Practice, representing over $100 billion in assets.

  • John Goldenberg

    Advisor

    John is recovering attorney and prolific investor. He is a founder and portfolio manager with over 25 years of experience in investment management, research, legal, boardroom, and advisory board expertise.

  • Jennifer Congdon

    Advisor

    Before joining M Financial as Chief Human Resources Officer (CHRO), Jenn was also the CHRO for Ecobat, the global leader in battery recycling, and for Watts Water Technologies. Prior roles as VP of Human Resources for Xylem, Inc., and Rexnord Corporation followed a 6-year run at Honeywell, where she was rapidly promoted to increasingly challenging HR leadership roles.