| Name | Title | Contact Details |
|---|---|---|
Doug Gonsalves |
Managing Director and Head of Technology Investment Banking | Profile |
Founded in 2011, the Institute for the Fiduciary Standard is a research and education institution – a think tank – whose single purpose is to promote the vital importance of the fiduciary standard in investment and financial advice. The vision of the Institute is a fiduciary society where fiduciary principles and practices permeate the Wall Streetinvestment and financial advisory profession, and all advice serves investors’ best interest. (A fiduciary society is the term Vanguard founder John C. Bogle uses to describe the goal we must aspire to in ensuring that “trustees of other people’s money act solely in the interests of their beneficiaries.”)
Roark Capital Group is an Atlanta-based private equity firm with approximately $12 billion in equity capital raised since inception. Roark focuses on family-owned business transfers, management/corporate buyouts, recapitalizations, going-private transactions, and corporate divestitures. Roark focuses on consumer and business service companies, with a specialization in franchised and multi-unit business models in the restaurant, retail, consumer services, and business services sectors.
Schowalter is a Saint Louis, MO-based company in the Financial Services sector.
Boardwalk Investment Group is a Walnut Creek, CA-based company in the Financial Services sector.