A different breed of advisory firm

             ~ achieving our clients' goals is at the core of what we do 

Photo by MasterLu/iStock / Getty Images

TriSpan Partners, founded in 2006, is a boutique advisory firm focused on founder-financed, growth stage businesses. Serving either as an advisor or interim CFO, we help founders and their teams plan and execute their growth strategies, as well as realize the value they have created in their business through an M&A exit. 

Throughout our investment banking careers, we have advised clients of all sizes, and closed transactions in both favorable and challenging market conditions. Our combined 40+ years of deal experience, combined with a tireless work ethic, an established network and time-tested instincts, has enabled us to earn the trust and deliver the successful outcomes sought by our clients.

What We Do

We have a track record of successfully closing deals and advising founders on financings - both as interim CFO and M&A advisor.

Interim Strategic CFO:  in advance of transactions, we help founders assess their options to grow their business, build essential financial projections to guide decision-making, and develop and execute financing strategies.

M&A Advisor: we are full service advisors for sellside and buyside deals: preparation, positioning, marketing, valuation, negotiation and structuring.  We efficiently manage all aspects of the deal process to maximize value and realize founder goals.  

TriSpan's Intangibles »

Our Approach

Our history of engagements with growth stage companies in software, services and consumer sectors, provides a breadth and depth of experience that we bring to each client. We engage either as an advisor or interim CFO to manage the full scope of strategic financial matters that confront founders - from planning and assessment through transaction execution. Additionally, our relationship network, which includes executives, corporate development professionals, investors,  accountants and lawyers among others, serves as a valuable resource that we can leverage for our clients to achieve better outcomes!

Areas of Focus »

Observations & Thoughts

Experience is a powerful teacher.  Over the course of our careers, we have learned from, and been influenced by, numerous entrepreneurs, management teams and investors on a variety of topics related to building, growing, and managing successful organizations.  

Visit our blog to read our thoughts and provide us feedback with your perspective. 

Read Our Blog »


Our Practice

TriSpan has been committed to founder-financed growth companies since 2006.  We know that each client is unique and requires a customized approach to deliver the ideal outcome that balances the valuation, timing and structure goals of each founder. 


Don't take the highs, don't take the lows - just keep on driving towards your goals with passion, creativity and grit.

—  TriSpan motto