Our Business Strengths

Are Your Advantage

Advisory team dedicated to supporting companies in navigating the strategic and financing challenges and opportunities in the sale or purchase of a target company. This includes providing M&A and strategic advisory, evaluating stakeholder positioning, and structuring sustainable finance alternatives for companies.

 
 

Investment Services
and Solutions

We leverage our industry knowledge and breadth of capital markets and advisory solutions to support companies with technologies, services and solutions across the sale, purchase, and integration process enabling a more sustainable economy for all parties.

 
 

Our Team

We leverage our industry knowledge and breadth of capital markets and advisory solutions to support companies with technologies, services and solutions across the sale, purchase, and integration process enabling a more sustainable economy for all parties.

 

Monica Garcia Duggal

Monica Garcia Duggal is a trusted advisor and partner with broad based experience. Monica is a strategic planner and articulate problem-solver with proven track record of repeated success. Monica excels in identifying lucrative opportunities and she takes the time to understand and research tough challenges and has the expertise and unwavering determination to go the distance.

  • Monica is a well-rounded leader who offers unique diversity of experience across a broad range of financial management disciplines, with particular emphasis in knowing goals, market, business, environment, options, and risk. Additionally, Monica consistently delivers above expectations by truly understanding all factors that impact business and financial performance, including critical business considerations with buying and selling companies, economic factors, and financial, political, and legal constraints.

    Monica is an Executive MBA Graduate from the University of Washington in Seattle, Fosters School of Business. Monica received her undergraduate degree from the University of California Berkeley in English and Rhetoric. Monica has worked in Investment Banking and has taken Executive Financial Classes at the Haas Business School in Venture Capital and Insider Entrepreneurship, Chicago Booth Business School in Mergers and Acquisition, Private Wealth Management, and the Executive Program for Prospective CFO’s. She has also completed the Wharton Executive Program in Mergers and Acquisition, and the Standford Executive Program for Mergers and Acquisition, along with an Executive Program at the Stern Business School of MIT in Neuroscience for Leadership. Monica has also completed the Stern Business School Executive Program at NYU in Geopolitics for Business. Monica has completed the Financial Analysis and Valuation Executive Program at Columbia’s Business School.

Aaron Duggal

Aaron is an entrepreneur with deep operational experience.  Aaron holds a Bachelor’s degree in Business Management from the University of Phoenix and a MBA from the University of Washington along with over two decades of hands-on knowledge.  Aaron has successfully founded, built, and sold businesses.  Aaron’s leadership ability, deep operational experience, and technical background uniquely qualifies him to be a key advisor and partner to our clients.