Our Partners

Guiding You Through Your Upcoming Merger or Acquisition

Compass

We are all continually focused on educating our clients regarding the importance of fundamentally understanding their respective business valuation historically, currently, and in the future through effective what-if analysis. As specialists in the key cornerstones of a successful merger or acquisition, our team works together to ensure you are successful and achieve your goals within the structure of the deal.

Our Partners

Campbell & Associates Logo
Briefcase
Accounting Firm
Location
Boulder, CO

Campbell & Associates is an accounting and financial firm serving clients in the US, Middle East, Europe & Africa, and focuses on advising private/public companies on complex accounting and capital market transactions such as mergers & acquisitions, divestitures (carve-outs/spin-offs), IPOs, debt/equity offerings, GAAP conversions and joint ventures.

Wes Campbell Headshot

Wes Campbell

President and CEO, Campbell & Associates, LLC

Wes began his career as an auditor with PwC in Chicago, specializing in financial and internal controls audits for healthcare, manufacturing, and pharmaceutical companies. In 2010, he joined PwC’s Capital Markets & Accounting Advisory practice in Zurich, Switzerland where he led accounting advisory services on a variety of transactions involving merger & acquisitions, divestitures and IFRS conversions for Foreign Private Issuers. He has also advised companies on responding to SEC comment letters and has been involved on a number of debt offerings for private clients.


In 2013, Wes relocated to Philadelphia, Pennsylvania with PwC and led US GAAP, IFRS and SEC accounting advisory services on multinational corporations in a variety of different industries. In 2014, Wes left public accounting and accepted a position as the Director of Consolidation and Technical Accounting for ARYZTA, a Swiss public company with over $4 billion in annual revenue.

Wes is currently President/CEO of Campbell & Associates LLC located in Denver, Colorado. Wes is a Certified Public Accountant in the State of Illinois. Wes received his BA in Finance and Accounting with an International dimension from Indiana University. He is a member of the AICPA.

Capfluent
Briefcase
Corporate Finance & Capital Advisory
Location
Denver, CO

Capfluent Consulting provides entrepreneurs a singular focus on increasing the value of their company. Through a unique blend of capital advisory, proprietary finance technology, accounting, and business strategy, Capfluent partners with founders and stakeholders to optimize early-stage growth companies in preparation for what’s next.

LeVon Headshot

LeVon Terry

Partner Contact

LeVon has spent more than 20 years working with entrepreneurs on finance, business strategy and value realization. Prior to Capfluent, LeVon was the Director of Finance and Portfolio Strategy for a private equity firm focused on providing capital solutions for the industrial hemp industry. He honed his expertise in financial modeling and analysis, investor communications, capital formation and sales management during his tenure at a Silicon Valley based fintech startup, a global investment bank and an institutional money management firm. LeVon leverages his deep experience by working directly with clients to create business plans and financial projections, optimize operations, lead investor relations, direct capital raising efforts, and build successful sales teams in emerging markets. LeVon received a BSc in Economics from the University of Dayton.

Partner with PGA

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