Brandon assists businesses in developing professional business plans and financial models to aid in marketing to lenders and investors. Typical clients range in enterprise value from $5 to $75 million.


Brandon has been a pleasure to work with and an asset to our business. Initially, Brandon helped us with our capital raise, creating an excellent business plan and financial model to assist our communication with angel investors. Brandon also introduced us to multiple Venture Capital firms. Once our business was operational, he assisted us in identifying significant opportunities to reduce costs. Recently, he sourced manufacturing partners to expand our supply chain. Through his network, he was able to connect us with manufacturers who have offered quotes of as much as 37% below our current production costs. Together, the savings we anticipate from Brandon’s initiatives represent a 16% improvement to the Company’s bottom line.” Michael Bornstein, CEO – Comic Book Certification Service, Saint Petersburg, Florida.

“Of the many financial professionals I have worked with, Brandon is one of the most insightful, dedicated, professional and creative. His financial models and business plans are nothing short of exemplary. His level of financial acumen and strategic insight make him a clear asset to any business or strategic team.” Nathaniel Greenberg, Assistant Vice President – Citi Private Wealth Management, CFO – Pink Chicken, New York City.

“Beyond the fact that he is a great pleasure to work with, Brandon’s analysis skills and comprehensive models demonstrated an excellent understanding of global capital markets. For example, he correctly predicted the impact of a major dot com IPO, allowing us to position our fund accordingly. He quickly developed a complete understanding of how our fund works and added tremendous value thanks to his hard work and outside-the-box thinking.” Thomas Rudy, CEO – Capital R Investments, New York City and Berlin.

Brandon ayudó a Opportunity International en Colombia a obtener una valoración de una de las ONG’s que OI tiene en el país, OILA. Este proceso fue vital para que la Junta Directiva de la entidad pudiera tener una opinión externa que permitiera continuar con el proceso de una posible fusión que OILA llevará a cabo en los próximos meses. Recomendaría a Brandon para prestar los servicios de valoración de empresas y proyectos a cualquier empresa o persona que necesitara de estos. Brandon no solo tiene las capacidades profesionales para ejercer estos servicios si no que es una persona que aplica a su vida los valores de Opportunity International, como son el compromiso, la humildad, el respeto, la integridad, la mayordomía y la transformación, algo que es vital para cualquier trabajo. Trabajar con Brandon fue muy productivo ya que los objetivos de su trabajo los logró en un corto tiempo y con excelentes resultados, y con una muy buena relación interpersonal que facilita la productividad y la tranquilidad de quien contrate sus servicios. Considero que tanto la administración, como los directores de Junta, nos sentimos cómodos y tranquilos con el trabajo que Brandon realizó. No hay queja alguna al respecto. El material final entregado por el ha servido de base para la continuación del proceso de fusión que OILA llevará a cabo en los próximos meses.”  Camilo Garcia, Director of Finance – Opportunity International Colombia, Bogotá.

“As corporate relations officer of the Finance Association of the CT Bauer School of Business at the University of Houston, I asked Brandon to speak in our weekly series. We have leaders and representatives from esteemed corporations speak about their organizations and our future roles in the business world. He emphasized the responsibilities of investment bankers, and instructed us in how to create financial models for optimal communication and planning. Brandon gave us an understanding of investment banking and financial modeling well beyond what we were taught in class. He kept us engaged throughout, and he inspired many of my fellow students to pursue careers in finance. I especially enjoyed his points on how to build an assumptions page so that anyone could understand the model at a glance, and how to build a model flexible enough to deal with changes in a company’s strategy. We really appreciated the experienced perspective that Brandon brought and his down-to-earth explanation of complex concepts.”  Dave Shah, Corporate Relations Officer – CT Bauer School of Business at the University of Houston.

Key Industries

Brandon has assisted clients in capital raises of over $100 million and provided strategic input in the following industries:

  • Healthcare
  • Publishing
  • Marketing
  • Advertising
  • Fashion and Luxury
  • Film Services
  • Mining
  • Banking
  • Microfinance
  • Education
  • Energy
  • Green Technology
  • Physical Therapy
  • Industrial Sensors
  • Hedge Funds / Private Investment