Our Team

Led by seasoned professionals with decades of experience in investment banking and capital advisory.

Leadership Team

Sam Fields

Sam Fields

CEO
5+ years of experience

Entrepreneur, digital marketing, and capital markets expert who has raised over $50M across equity and debt. A recipient of the New York Real Estate Journal 2025 Ones to Watch. Certifications from NYU-Schack Institute of Real Estate

Investment BankingCapital MarketsStrategic Planning
Jake Newton

Jake Newton

Senior Advisor
13+ years of experience

Entrepreneur, Founder, Business Development & Fundraising Consultant. Has financed over $400M across Real Estate, Green Energy, Tech and Global Infrastructure projects.

FundraisingCapital MarketsGlobal Infrastructure

Our Culture & Values

Client Focus

We put our clients’ interests first, building trusted partnerships and delivering tailored solutions for every engagement.

Integrity

We uphold the highest standards of ethics, transparency, and accountability in all our business dealings.

Collaboration

We believe in the power of teamwork - working closely with clients and colleagues to achieve shared success.

Excellence

We pursue the highest standards in our work, delivering quality, insight, and value in every project.

Innovation

We embrace new ideas and technologies to deliver creative, forward-thinking solutions for our clients.

Results

We are committed to delivering measurable outcomes and lasting value for every client engagement.

Work With Our Expert Team

Partner with seasoned professionals who have the experience and expertise to guide your next transaction to success.

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