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.
Director, Business Development
Experienced in domestic and international business development for energy, natural resources, diversified industrials, and global trade. Former Director of Development, Garten Rothkopf, and Account Director, SmartBrief. Lacrosse player, and volunteer with local and international community organizations. BA, Denison University. MBA, Georgetown University.
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.
Director, Finance and Operations
Over 30 years of managerial, finance, and operational experience, including in the medical, pharmaceutical, and publishing industries, and with government-sponsored enterprises. Former Senior Consultant, World Bank Group, and Principal, Fox Hill Advisors. Captain, United States Marine Corps. BA, University of Virginia. MBA, Georgetown University.
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.
Previous experience in global R&D and QA procurement at Johnson & Johnson, and public finance at Davenport & Co. Originally from Richmond, VA. Enjoys sports and volunteering for environmental and education causes. BA, Princeton University.