BroadBranch Advisors’ foundational capability is to synthesize current insights into logical, data-driven strategic actions with clear rationale. We provide this service to publicly traded corporations, private businesses, and investors on a global basis.
Transactions & Ventures
BroadBranch Advisors also offers a range of investment banking products and services, including M&A, divestitures, and capital placements. In addition, we will take equity positions in selected 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 (ongoing), UCLA Anderson School of Management and Universidad Adolfo Ibáñez Escuela de Negocios.
Over 30 years’ experience in corporate finance and investment banking. Former Audit and Accounting and Client Development Specialist with McGladrey & Pullen, and Head of Strategic Investment Banking, Taylor Companies. Founder, BGR Capital and Trade. Guest appearances on Fox News, CNBC, and Bloomberg News. BA, North Carolina State University.
** Mr. Griffin is a Registered Representative of, and Securities Products are offered through, BA Securities, LLC | Supervised by the Home Office: Four Tower Bridge 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428 (484) 412-8788 Member FINRA SIPC BroadBranch Advisors is a separate entity from, and is not affiliated with BA Securities, LLC
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.
Strategy and finance professional. Expertise in energy, consumer and small business finance, investment management, Internet marketing, and information data mining. Former VP at T. Rowe Price and Capital One. Former Director, Treasury and Project Finance, Mobil Oil. DC Volunteers Lawyers Project. BS and MBA, Wharton School, University of Pennsylvania.
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.
Director, Client Engagement
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.
Experienced in fixed income trading in international and emerging markets, as well as credit research in the healthcare, energy, and transportation industries. Former Summer Analyst, Delaware Investments (Macquarie Group). Lacrosse and ice hockey player. BA, 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.
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.