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David Farrell, President
David Farrell has over twenty years of experience in Transaction Advisory Services (buy-side and sell-side due diligence and carve-outs) and Restructuring & Business Reengineering either as a consultant (Partner and Managing Director) at Big 4 (KPMG), international consulting practices (FTI Consulting, Farrell Advisory) and national accounting firms (Cherry Bekaert, a Baker Tilly network firm) or as principal (CFO or Strategic roles) at listed and Management Buy-Out (“MBO”) businesses, covering both the strategic as well as the transactional side of the business, with deep knowledge of the U.S., European and emerging markets. Read More


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Bill Rossello, Managing Director
Bill Rossello is a former “Big Four” consulting partner and executive with over 30 years of management consulting experience. Bill was a partner of both KPMG Consulting and Deloitte Consulting, and led Management Consulting Solutions as a Senior Vice President at BearingPoint. Known for his expertise in business strategy, operations, and change management, Bill built a number of large consulting practices and has been involved in several corporate acquisitions over the last 15 years. Read More


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John Shaw, Transaction Advisory, Restructuring & Merger Integration
John Shaw has more than twenty-five years of business experience, including twenty years serving corporate and private equity clients on over 300 buy-side and sell-side transactions in Transaction Advisory Services (buy-side and sell-side diligence and carve-outs), Restructuring & Business Reengineering, or Integration. John has served as either a consultant (Managing Director) at Big 4 (KPMG), international accounting firm (BDO) and national consulting firm (CMF Associates, a CBIZ, Inc. company) or as (Director, Acquisitions and Divestitures, Integration) at private equity backed companies, Ascensus, Inc. and HKA and Fortune 50 Company, Johnson and Johnson. Private equity clients include: Frontier Capital, Trivest Partners, GTCR, Haverford Capital, RFE Partners, LLR Partners, The Wicks Group, and Eli Global. Read More


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Chad McKee, Corporate Finance, Analyst
Chad McKee is a Freshman undergraduate student at the University of Maryland pursuing a degree in finance. On-campus, he is an analyst at the Smith Investment Fund, a long-only fund with a multi-strategy equity portfolio. Additionally, he is a part of the Smith Finance Group, where he competed in an investment banking case competition, placing 1st among all freshmen competitors at UMD. In high school, Chad was the team captain of the Economic Policy Challenge team, where he won the state championship presenting an analysis on the macro-economy. Read More