Advisors for Value Creation & Capture

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  Principal | Strategic Growth & M&A Advisor

Jerry advises executives, boards, and shareholders navigating enterprise growth, capital formation, or cross-border transactions. His experience spans international expansion, technology commercialization, and strategic value creation for private companies.

Career Highlights

• Principal at Falcon42, advising clients on growth strategy, M&A, and investor readiness
   
• Built led strategic consulting practices at PwC and Deloitte, applying advanced technology to complex growth challenges
   
• Spearheaded Asia-Pacific market entry, launching operations in Hong Kong, Malaysia, and South Korea
   
• Founded and scaled two international ventures:
   
  •  Broadband Service Platforms: digital entertaniment, e-commerce, targeted advertising, and content delivery
     
  •  Middleware for the global leisure and travel industry
     

Focus Areas

• Growth preparation and execution

• Capital strategy and enterprise sale preparation

•  Small Batch Analytics™

• Executive coaching
   
• International growth and new market entry
   

Education
B.A. in Mathematics, University of Akron

Personal Note
Passionate about helping clients reach higher levels of success through clarity, strategy, and execution.

 Principal | Executive & Growth Strategist

Warren partners with business owners and executive teams to accelerate growth, prepare for M&A, and enhance enterprise value. With a background in international consulting and regulated industries, he brings practical insight and strategic focus to mid-market companies and emerging ventures.

Career Highlights

• Principal at Falcon42, advising clients on growth strategy, investor readiness, and enterprise sale preparation
   
• Leadership roles in global corporations and VC-backed startups in medical devices, diagnostics, manufacturing, and tech-enabled services
   
• Hands-on partner to CEOs and boards driving growth, capital strategy, and operational excellence
   
• Former adjunct faculty member at the University of Colorado Denver and University of Denver
   

Focus Areas

• M&A readiness and business development
   
• Operations, quality systems, and regulatory compliance
   
• Technology and innovation strategy
   

Board & Advisory Roles

• Board Director, $20M private manufacturing company
   
• Advisor to universities, nonprofits, and the Colorado Office of Economic Development
   

Education

• Stanford Graduate School of Business Executive Program
• MBA, University of Colorado
• Degrees in Chemistry and Materials Science Engineering
   

Personal Note

Career focus has been on the creation and capture of value for the firms I've worked for and the clients I've worked with.

Strategic Advisor | Analytical Storyteller

Alyson helps leadership teams uncover the story behind their numbers. She blends analytical depth with visual clarity to create dashboards and decision frameworks that reveal trends, improve forecasts, and accelerate smarter action.

Career Highlights

• Strategic Advisor at Falcon42, leading our Small Batch Analytics™ services
   
• Creator of stakeholder dashboards and decision support techniques
   
• Led analytics and financial planning for brands at Nordstrom, Chico’s, and eBags
   
• Investment banking analyst specializing in M&A and equity offerings
   

Focus Areas

• Small Batch Analytics™
   
• Advising stakeholders on analytics-supported decision-making
   
• Leveraging AI technologies for analytics as AI rapidly evolves
   
• Trend analysis, scenario modeling, and risk analysis
   

Education

• B.S.B.A. in Finance and Marketing, University of Denver
  Magna Cum Laude
• CFA Level II Candidate

Personal Note
Known for connecting metrics to decisions, I helps client discover what matters — and move forward with confidence.

 Strategic Legal Advisor | IP & Growth Transactions

Tom advises clients navigating complex legal strategy at the intersection of innovation, intellectual property, and business growth. He brings decades of experience as General Counsel and legal strategy for technology, life sciences, and early-stage companies. — with deep expertise in complex agreements, corporate law, M&A, IP portfolio development, dispute management, and Board-level governance.

Career Highlights

• General Counsel for three NASDAQ-listed companies, most recently Organovo, Inc., overseeing legal strategy, M&A, and patent portfolio restructuring
   
• CEO and Of Counsel at Optima Law Group, advising 1,200+ startup and midmarket companies
   
• Built Catalyst Law Group into a nationally ranked boutique firm for biotech and IP law
   
• Managed global litigation resulting in multi-million dollar settlements and favorable patent enforcement
   
• Led legal functions across the startup-to-public company lifecycle, including SEC compliance, public listings, and strategic alliances
   
• Former IP and corporate counsel at 3M Corporation
   

Focus Areas

• Intellectual property protection and litigation strategy
   
• Mergers & acquisitions and growth-stage legal strategy
   
• SEC and regulatory compliance
   
• Licensing, strategic alliances, and deal structuring
   
• Board and C-suite advisory
   

Education & Credentials

• J.D., University of Oregon (Order of the Coif, Law Review)
   
• M.S., Animal Ecology, Iowa State University (Honors)
   
• B.S., Biology, Minor in Chemistry, University of Wisconsin River Falls (Honors)
   
• Licensed Patent Attorney | Admitted to California and Colorado Bars
   

Personal Note
Known for shaping legal complexity into actionable strategy, Tom helps clients protect what they’ve built — and prepare for what’s next.