Strategic Advisor

Thirty years of hard problems in government, business, and the space between them.

The problems worth solving are rarely simple. They involve competing interests, high stakes, and people who have strong opinions and legitimate reasons for them. I’ve spent three decades in those rooms. In government. In corporate finance. In the negotiations that determine whether a complex initiative moves forward or stalls. And in the facilitated processes where the only path to progress is getting people who disagree to trust the process enough to stay at the table. That experience is what I bring to advisory work.

Through two firms — Confluence PSG and TPGI Ventures — I work on the problems that don’t have easy answers.

Confluence PSG

Strategic facilitation and negotiation for the problems that matter most.

Confluence Policy & Strategy Group works with government agencies, senior officials, private sector leaders, and multi-stakeholder coalitions on the complex challenges that require more than a standard advisory engagement. We design and lead processes that bring people with competing interests to workable outcomes on issues ranging from contentious public policy to internal organizational realignment to high-stakes negotiations where the relationships are as important as the result. Our work is rooted in process design, deep listening, and a clear-eyed understanding of how decisions actually get made in complex political and organizational environments. We’ve managed efforts on some of the most contentious topics in state and federal policy, found common ground where other efforts have failed, and helped organizations see a path forward when the situation looked intractable.

Facilitation and management of multi-party working groups and task forces
Strategic planning — from long-range organizational plans to division-level alignment
Conflict navigation and consensus building
Negotiation management and process design
Stakeholder engagement and outreach programs
Organizational assessments

For organizations facing complex challenges where the right process is as important as the right answer. Learn more at confluencepsg.com Or reach out directly through the Contact page.

TPGI Ventures

Corporate finance and strategic advisory for companies that are building something worth building.

The Phoenix Group International has been working with public and private companies, institutional investors, and sovereign governments on capital markets and corporate finance since 1996. Relaunched as TPGI Ventures in 2020, the firm brings three decades of transaction experience to an evolving set of sectors where capital and strategy intersect. We work with business owners, management teams, and investors on the financial decisions and transactions that determine the trajectory of a company — mergers and acquisitions, divestitures, equity and debt offerings, corporate restructuring, and strategic alliances. Our work combines financial expertise with a practitioner’s understanding of how deals actually close and what gets in the way of them. Founded in San Francisco at the center of the technology industry’s formative years, TPGI now conducts business across the United States and internationally in sectors including health and wellness, education technology, workforce development, climate resilience, and emerging industries.

Mergers and acquisitions — buy-side and sell-side advisory
Equity and debt offerings — Reg CF, Reg A, Reg D structures
Corporate restructuring and recapitalization
Divestitures and strategic alliances
Business consulting and strategic advisory for growth-stage companies
Transaction support for institutional investors and sovereign governments

For companies and investors navigating significant financial decisions and transactions. Learn more at tpgiventures.com Or reach out directly through the Contact page.

Two firms. Different work, different clients, different domains.

The through line is the same in both: complex situations require someone who has been in serious rooms, understands how the people in them think, and knows how to move things forward when the path isn’t obvious.That is what thirty years of doing this work produces. And it is what both firms bring to every engagement.

If you have a problem worth solving, let's talk about it.

Whether you’re a government leader navigating a complex policy challenge, a business owner facing a significant transaction, or an organization that needs a process designed for a problem that doesn’t have an obvious path — the conversation starts here.