The foundational capability of BroadBranch Advisors is to synthesize current insights into logical, data-driven strategies supported by clear rationale. We provide this service to publicly traded corporations, private businesses, and investors on a global basis.
Transactions & Ventures
BroadBranch Advisors also engages in selected investment banking projects, primarily M&A and divestitures. In addition, we will take equity positions in certain businesses.
Leader, mentor, and strategist. Over 34 years’ 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.
Tapan V. Gandhi, CFA
Global business executive, experienced in structuring investments across various industries. President, Forward Thinking (India). Former Principal, ASK Pravi Capital (India). Former Head of Strategy and Corporate Development, Lehman Brothers (India), and Director of Corporate Development, Capital One. MA, Mumbai University. MBA, Yale University. CFA charter holder.
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).
Delivers corporate strategy and M&A advisory services, specializing in healthcare, energy, IT, and industrial markets. Prior experience in credit research covering investment-grade and high-yield debt with Delaware Investments, a member of the Macquarie Group. Lacrosse and ice hockey player, and avid fisherman and outdoorsman. BA in Economics, Colgate University. Tuck Business Bridge Program, Dartmouth College.
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.
Prior experience in investment analysis at the Overseas Private Investment Corporation (OPIC), business development with several international startups, and project management with various nonprofits in Latin America and Southeast Asia. World traveler, avid reader, and triathlete. BA, Georgetown University McDonough School of Business. MA, Johns Hopkins School of Advanced International Studies (SAIS).
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.
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.
Director, Finance & Operations
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.
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.
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).