CEO and Managing Partner
Exit strategy advisor and licensed investment banker Sarah Djamshidi helps business owners make their exit strong, certain, and something to celebrate. With almost two decades of helping more than 200 companies with startup, growth, turnaround, exit strategy, and succession plans, she brings an innovative and holistic approach to exit strategy and succession. Analyzing financial, business, and personal goals, she helps determine the best exit options and structure to best position your business. She is as dynamic in leading implementation as she is in strategy, fiscal planning, operations, mergers and acquisitions, processes for board members and executives, and testifying to the U.S. Senate on small business issues.
Worked with firms in multiple verticals, including aerospace/defense, government services, cybersecurity, biotech, chemical, supply chain and logistics, data analytics, hospitality, and medical/dental
Testified to U.S. Senate on small business issues
Worked in global teams including those in New Zealand, Finland, and the United Kingdom
Raised more than $25 million in venture capital for portfolio companies
Led association of more than 20 incubators and accelerators supporting more than 400 emerging companies, as president of the Maryland Business Incubation Association
Participated in Certified Business Exit Consultation (CBEC) training from Pinnacle Equity Solutions
FINRA Series 79-Investment Banking Representative
Holds Bachelor of Science in Management Science and Statistics with specialization in Decision Information Systems from the University of Maryland
