Managing Partner & Co-Founder
Leader, mentor, and strategist. Over 34 years of experience in corporate development, risk management, compliance and auditing across North America, Asia, and Europe. Held positions at Capital One, AT&T, PolyOne, and BP. Jazz enthusiast and supporter of mental health initiatives. BA, Middlebury College. MBA, University of Chicago.
Delivers intelligence and advisory services to industry, private equity, and hedge fund clients. Expertise in cyber security, risk management, M&A, and international intelligence. Published author. Avid golfer and fisherman. BA, James Madison University. MBA, UCLA Anderson School of Management and Universidad Adolfo Ibáñez Escuela de Negocios.
Greg Thompson joined as a Partner at BroadBranch Advisors in September 2019. Greg has ten years of experience working with customers providing products and services in the life science, healthcare and diagnostic spaces. Prior to that Greg worked in the pharmaceutical industry developing and supporting clinical trials and in bioprocess development.
Experienced team leader delivering high-performance outcomes for organizations engaged in healthcare, technology, and international security work. Deep overseas experience in China and Francophone Africa. Extensive work in Southeast Asia, West and Southern Africa, Latin America, and Europe. BA, Middlebury College. MA, University of Bradford (England). Rotary International Peace Fellow (2011-2012).
Prior experience in organic growth strategy and commercial due diligence for life science, industrial, venture capital, and IT clients. Former teacher, coach, and education entrepreneur. Passion for consumer behavior and leveraging data to inform strategic thinking. Avid traveler, skier, and grill master. BA, Trinity College. MBA, UVA Darden School of Business.
Researcher and analyst who leverages an eye for detail and a passion for messaging to solve strategic challenges and deliver insightful products. Experience covering various policy issue-areas and industries. Background in journalism, political organizing, and international affairs. Writer, concert-goer, and sushi lover. BA, University of Southern California.
Strategy and finance professional, delivering strategy and market analyses across a range of sectors. Previous experience providing public and private sector clients with support on a variety of needs, including due diligence, strategic budgeting, revenue forecasting, and business operations strategy. Skier, biker, and aspiring cook. BA in Economics, Hamilton College.
Former army officer with experience in leading organizations, managing logistics, and coordinating operations. Led teams in a variety of challenging environments, with deployments to Afghanistan, Kuwait, and Israel. Passionate golfer, craft beer enthusiast, reluctant fan of the New Orleans Saints. BS, US Military Academy at West Point. MBA, UVA Darden School of Business.
Tackles strategic challenges across a wide range of sectors to deliver action-oriented recommendations. Background in Cognitive and Social Psychology as well as prior experience in fundraising and education. Cycling fan, book lover, and enthusiastic trivia-goer. BA, Middlebury College. Business Essentials Certification, UNC Kenan-Flagler Business School.
Passionate about using business and innovation to better help clients achieve their strategic visions. Background in health policy, non-profits, and sustainability. Cook, amateur photographer, and water polo enthusiast. BA in Science, Technology, and Society, Brown University.
Experienced in brand management and strategy consulting with hands on involvement in manufacturing, supply chain, and business development initiatives for public and private clients. Constantly curious and driven by detail. Fisherman, traveler, writer, and rugby fan. BA in Philosophy, Middlebury College.
Enthusiastic about applying the rigor of scientific problem solving to business strategy. Previous experience in molecular and computational biology and marketing entrepreneurship. Enjoys fencing competitively, betting in political prediction markets, and reading science-fiction. BA in Biology, Princeton University. MA in Biology, Johns Hopkins University.
Thought leader in global growth strategies, international M&A, and post-merger integration. Senior executive/corporate officer roles at United Technologies, Armstrong World Industries, and Digitas. Restructuring experience with Bain Capital. Recognized developer of talent, and McKinsey & Company engagement leader. Consultant to non-profits in conservation and education. BSEE Kettering University (first in class). MBA, Harvard Business School (GM Fellow; Tau Beta Pi Spencer Fellow).
Yuan (Alice) Zong
Delivers strategy, research, and supply chain products, specializing in the healthcare, energy, and IT industries. Prior management consulting experience at Booz & Co. and Maryland Small Business Development Center. Founder, National Association of Asian MBA&MS@UMD chapter. Skiing enthusiast. BA, East China Normal University. MSB, University of Maryland.
Internal control and compliance expert, supporting a range of domestic and global industries. President, Wilkerson and Associates. Former Director of Internal Audit, ICMA-RC, and Audit Manager, Deloitte & Touche. Certified Public Accountant, Internal Auditor, and Fraud Examiner. Cook, baker, and sometimes marathoner. BA, University of Notre Dame.