We Guide Companies Towards Growth and Success

Our financial insight helps Founders execute with clarity

 
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Our Services

Filling a critical finance role to drive successful outcomes

Strategic CFO


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Assessment

  • Strategy development
  • Financial analysis
  • Benchmarking
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Financial Execution

  • Optimize growth drivers
  • Prioritize cash deployments
  • Manage fundraising

M&A Advisory


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M+A

  • Create competitive process
  • Improve valuation & terms
  • Buy-side & sell-side engagements
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Access

  • Strategic acquirers
  • Investors / Partners
  • Domain experts
 
 

The TriSpan Partners

Large firm expertise with the tenacity of a startup

 
 
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Thomas Mike

  • FlightBridge - Board Member
  • WR Hambrecht + Co 
  • Wit SoundView
  • Salomon Smith Barney
  • Harvard University - BA Economics

Distractions: Sub-3 Marathon, Triathlon, Wine, Formula 1

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Mark Toole

  • WR Hambrecht + Co

  • SoundView Technology Group

  • Broadview Associates

  • Brown University - BA History + Economics

  • UC Berkeley (Haas) - MBA

Distractions: 3 Kids, Soccer, LA Sports Teams, Bodysurfing

 
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Our Story

We started our finance careers in the late 1990s working at large investment banks in New York and California. In 2006 we founded TriSpan to bring the finance "best practices" that we saw in successful companies to startup entrepreneurs.  We knew that incorporating corporate finance discipline as early as possible would provide financial insight that improved their chances for success.

We have worked with companies at all stages and across various industries on public offerings, private financings and M&A transactions. We know first hand the time constraints entrepreneurs face that can place corporate finance at the bottom of the priority stack. However, we also know that ignoring corporate finance violates the Golden Rule of startups: “CASH IS KING!”

Too many times during our investment banking careers we have seen companies execute without a real financial framework to understand if they are moving toward their exit goals. Many burn too far through their cash reserves before taking corrective actions.  Unfortunately, these situations do not end well: it is usually too late to find an investor or acquirer with attractive terms, so a lot of hard work, time and value are lost. This is avoidable!

Our goal is simple - to help entrepreneurs avoid common pitfalls and to prepare, execute, and adjust tactics to succeed. Ultimately, we want Founders to capture the value they have created in their company.

We are very proud of the value we have created for our clients for over 12 years, and like you, we are passionate about what we do. We look forward to providing financial insight that can make all the hard work, time and capital you’re investing exceed your goals and expectations. Reach out and let’s start a dialogue.

Our Clients

Representative client engagements include

 
 
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Contact Us

 
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Our Office

100 Shoreline Hwy, Suite 155-B

Mill Valley, CA, 94941

 

Thomas Mike

tommy@trispanpartners.com

(415) 331-0350

Mark Toole

mark@trispanpartners.com

(415) 331-0340