MEET YOUR
Trusted Capital Markets Partners
As experienced investment professionals, we know what resonates with investors and we partner with our clients to help them succeed in the capital markets.
Wall Street Is A Credibility Economy
Investors reward consistent outperformance against a clearly defined, profitable growth strategy.
We Speak the
Language of Wall Street
We leverage our expertise in equity capital markets, portfolio management, and corporate strategy to help company leaders drive long-term credibility with investors.
How We Engage
We start with the critical questions investors need answered to underwrite a company's growth potential.
Then we advise companies how to better align corporate strategy and capital markets impact.
Assess how well investors understand the drivers of the business
Evaluate strategic decisions with an
investor lens
Create a compelling long-term investment thesis
Armed with that knowledge, we create a multidimensional strategic framework and roadmap that resonates with the right investors for you.
What We Do
We ask the questions that will guide your company to success.
Strategic & Business Model Review
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Are your company's strengths fully appreciated by Wall Street?
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How do transactions and key decisions drive shareholder value?
Investor Audit
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Which areas of the business are misunderstood by Wall Street?
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How are investors valuing your stock? Is their approach optimal and are you providing the correct metrics to support the best methodology?
Who We Are
CO-FOUNDER
& PRINCIPAL
Keith Ferguson, CFA
Keith is a Wall Street veteran with nearly 30 years of experience as an institutional investor across industrial, consumer, and technology businesses, bringing an investor lens to his work counseling management teams on the growth strategies and performance characteristics that define the world’s most successful businesses.
Most recently, he served as a Founding Partner at TimesSquare Capital Management, a fundamental research-driven investment firm focused on small- and mid-sized growth companies. Previously, Keith held key roles as a Director at Alkeon Capital Management, a technology-focused hedge fund, and as a Vice President at Loomis, Sayles, a prominent institutional investment firm.
Keith’s perspective as an investor and advisor positions him to uniquely partner with management teams on optimizing company valuations and driving strategic growth—guiding critical business decisions, aligning with investor perspectives, and crafting compelling investment theses. Keith also provides counsel on M&A decisions, IPOs, activist engagements, capital structure and refinancing decisions, take-private transactions, and other pivotal events that shape a company’s trajectory.
Keith is a CFA and has an MBA from New York University and a Bachelor of Business Administration from Hofstra University.
CO-FOUNDER
& PRINCIPAL
Liz Lemon
Liz has over 25 years of experience as a senior executive in corporate communications and capital markets banking. Most recently, as a Managing Director at Allen & Company, she was a leader on numerous large scale IPOs and capital raises, catering to companies from early-stage startups to multibillion-dollar public entities. Prior to Allen & Company, Liz was VP of Finance and Development at Pure Storage, leading their $425 million IPO. Prior to that, Liz led IR strategy for the Arista Networks IPO, and led R&D Communications in the Office of the CTO at VMware. Liz began her corporate finance career at Cisco Systems, where she was the Director of Investor Relations.
Drawing on her extensive experience, Liz guides management teams to simplify complex investment theses and maximize their company’s full value to Wall Street. Her expertise and professional network provides key strategic support to clients navigating critical financial milestones such as IPOs, capital raises, mergers and acquisitions, and divestitures. Her expertise bridges the gap between corporate strategy and investor needs, driving clarity and confidence in high-stakes scenarios.
Liz graduated from Mills College with a B.A. in Sociology and has held both Series 7 and Series 63 SEC certifications.
CO-FOUNDER
& PRINCIPAL
Tim Daubenspeck
Tim has over 25 years of Wall Street experience. He spent the last five years as a Senior Managing Director at Teneo, and a Partner and Head of Brunswick’s domestic Strategic Investor Relations practice. He has advised clients across multiple sectors on matters including investment thesis development, IPOs, restructuring and activism, M&A, divestitures, and investor days.
During his 20-year investing career, Tim was a portfolio manager and senior equity analyst at ClearBridge Investments. As Chairman of the ClearBridge Proxy Committee, with over $140 billion in voting power, he negotiated extensively with CEOs and board members to ensure company actions aligned with shareholder interests. Prior to ClearBridge, Tim was a senior sell-side analyst covering technology for Pacific Crest Securities and SG Cowen Securities.
His insights have been featured in publications including The New York Times, The Wall Street Journal, and Barron’s, and he has appeared on CNBC and Bloomberg.
Tim began his career as a technical software consultant at IBM Global Services. He holds an MBA from Columbia Business School and a BA from Franklin and Marshall College.
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