Founder-First Advisory at the Moments That Matter Most

For more than a decade, Bill has worked alongside founders navigating some of the most consequential moments of their careers. His focus has been consistent from the start, advising marketing, media, and technology companies where judgment is essential and the outcome is deeply personal to the people who built the business.

Bill’s interest in finance began at Georgetown University, but his motivation was never abstract. From the jump, he was drawn to founder-owned companies and the momentum of building something from the ground up. That instinct showed up early when he interned at a venture capital accelerator and saw firsthand what it meant to work with founders in the trenches. He watched them make high-stakes decisions without safety nets — observed the velocity at which theory turns to realpolitik in practice. And that experience reinforced a belief that has guided his career since: the most interesting work happens close to operators, where choices have deep impact.

When Bill formally entered investment banking, he was intentional about where he landed. He narrowed his focus to M&A with a strong strategic component. What interested him wasn’t financial complexity for its own sake, but how deals can drive the best possible outcomes. Advising middle-market companies in media and technology, he often worked directly with founders navigating first-time or early liquidity events. That segment of the market appealed to him because, as he puts it, it “often coincides with one of, if not the most, pivotal moments in an entrepreneur’s career, helping them realize what can be the culmination of decades spent building their business.”

Bill has spent the vast majority of his career covering marketing, media, entertainment, and technology. Over time, he expanded his transaction experience through his work at Petsky Prunier (now Canaccord Genuity), Madison Alley, and his time investing, where he honed a specialization in marketing services. That path ultimately led him to Evros, where he now works closely with founders on key transactions.

This new chapter has given him an even greater chance to demonstrate his strength at supporting the human side of the equation. In his words, “You’re working with founders at this transformational moment in their professional lives. That comes with pressure. But it’s also incredibly fulfilling.” For Bill, that moment when founders reach that inflection point and achieve a long-held dream is where the work matters most.

That drive to create meaningful outcomes for clients shapes how he approaches every engagement. With founders often seeing their business from an investor POV for the first time, he sees it as his responsibility to provide a clear lens on the true value of what they’ve built.

Part of this skill comes from the strong strategic toolkit he’s built on a macro level over his ten-plus years in the ecosystem. He has an inherent sense of pattern recognition —intuitively detecting what drives real value. A trait sharpened by so many years spent with boots on the ground alongside founders. “The best way to understand the market is by working with clients and talking to buyers,” he says. “You see what actually matters by being immersed in it.”

As part of this toolkit, he places a heavy emphasis on fundamentals. In his experience, many founder-led companies underestimate the importance of financial discipline until they’re already in process. Inconsistent reporting. Weak forecasting. A lack of rigor early on. “Clean data is critical,” Bill says. “If you don’t have it, buyers won’t take you seriously.”

He understands why those gaps naturally exist. Investing in financial infrastructure can feel difficult when it doesn’t immediately generate revenue. But Bill has seen the difference it makes when companies address these issues early — giving them prime position when it matters most. And time after time, this emphasis on sound fundamentals and clarity of vision has empowered his clients to achieve the best possible results.

Across every deal, Bill brings the same mindset. Be precise. Be thoughtful. Stay grounded in reality. His work is about helping founders understand what they’ve built, articulate it clearly, and navigate a defining moment with clarity and confidence.