Ash Creek Capital Advisors
Business advisory and investment banking services
to small and medium-sized business
A unique merchant bank
Ash Creek is a boutique Merchant Bank dedicated to assisting businesses who have a clear vision of their goals and objectives.
Over 20+ years and 30+ investments, Ash Creek members have assisted small and mid-market companies to accelerate revenue growth and, only then, provide investors with a meaningful return.
A unique merchant bank
Ash Creek is a boutique Merchant Bank dedicated to assisting businesses who have a clear vision of their goals and objectives.
Over 20+ years and 30+ investments, Ash Creek members have assisted small and mid-market companies to accelerate revenue growth and, only then, provide investors with a meaningful return.
Business development
Especially for startups, most entrepreneurs have a keen eye for market needs, product viability and have built a workable technology, product, or solution. But not all of them have a competitive advantage in distribution.
And that makes all the difference.
Where needed, Ash Creek members roll up their sleeves to make warm introductions and/or to follow through to enterprise sales.
Business development
Especially for startups, most entrepreneurs have a keen eye for market needs, product viability and have built a workable technology, product, or solution. But not all of them have a competitive advantage in distribution.
And that makes all the difference.
Where needed, Ash Creek members roll up their sleeves to make warm introductions and/or to follow through to enterprise sales.
Investments
Most of our investments have been made in conjunction with family offices and other investment groups. It is not unusual for us to create a Special Purpose Entity (SPE), a limited liability company, for investing in situations where the investment may be larger. There is no minimum investment.
Before we invest, we conduct extensive due diligence to make sure the economic, marketing and financial models all work together.
Finally, one of the businesses funded back in 2019 has become a Unicorn and will exit the year with a $15 billion valuation.
Investments
Most of our investments have been made in conjunction with family offices and other investment groups. It is not unusual for us to create a Special Purpose Entity (SPE), a limited liability company, for investing in situations where the investment may be larger. There is no minimum investment.
Before we invest, we conduct extensive due diligence to make sure the economic, marketing and financial models all work together.
Finally, one of the businesses funded back in 2019 has become a Unicorn and will exit the year with a $1 billion valuation.
Across Industries
Almost all of the companies in which Ash Creek members have invested are businesses that offer disruptive and/or new technologies that have very little competition in their areas of expertise across 12 industry verticals:
- Adhesion: Mussel Polymers
- Asset Management: Diamond Standard
- AI: R4 Technologies, Mimesis
- Consumer E-Commerce: Kickly, Swaponz
- Cybersecurity: Cyber Safety
- Environmental: 7ac, Nanovapor, Zoneflow
- FinTech/Financial Services: Foundation CREF, Ion Pacific
- Healthcare: Accure Acne, Asenda Health, The Safe Group
- Media: Infillion
- Social Media/Web 3.0: Napster
Across Industries
Almost all of the companies in which Ash Creek members have invested are businesses that offer disruptive and/or new technologies that have very little competition in their areas of expertise across 12 industry verticals:
- Adhesion: Mussel Polymers
- Asset Management: Diamond Standard
- Biotechnology: 22nd Century Group
- Consumer E-Commerce: Kickly, Thirstie, Raydiant, Swaponz, Ucode
- Communications: Ping
- Cybersecurity: BluSapphire, Cyber Safety
- Environmental: 7ac, Nanovapor, Zoneflow
- FinTech/Financial Services: Foundation CREF, Ion Pacific
- Healthcare: Accure Acne, Asenda Health, The Safe Group
- Media: Infillion
- Social Media/Web 3.0: The Infinite Reality
- Solar: Toledo Solar
Portfolio
7AC TECHNOLOGY LLC
https://www.emerson.com/en-us/news/corporate/7ac-acquisition7AC has been acquired by Emerson. 7AC provides new approach to air conditioning technology, developing extreme energy savings and the ability to maximize climate friendly refrigerants.
ADVANCED CYBER SAFETY
https://www.advancedcybersecurity.comCSI is a state-of-the-art, high growth, cyber security company with multiple products targeted to enterprises and consumers. CSI is NOT an anti-virus vendor – CSI's key product, EndpointLock™, provides PREVENTION from zero-day malware. The EndpointLock product is part of FirstData's merchant package.
ACCURE ACNE, INC.
https://www.accureacne.comAccure has developed (and the FDA has approved) a laser-based tool that isolates destruction of the subcutaneous gland with specific wavelengths – but without touching nearby tissues or glands. This provides long-term relief for acne sufferers.
ALLWORKS
http://www.allworknow.comAllWork helps brands and retailers more efficiently staff their stores and respond to the challenges presented by the work preferences of Millennials. The company’s enterprise SaaS solution enables brands and retailers to source, schedule, monitor, train and evaluate their BA, freelance and in-store support, allowing them to maximize sales and reduce costs.
ASENDA HEALTH
Acenda Health is determined to build the only connected platform in the chronic care and postacute care industry, where providers can collect, exchange, analyze and act on patient data in real time. In doing so, the company’s technology and infrastructure will have a large disruptive impact on the industry, leading to lower costs (for insurers, state Medicaid and Medicare), reduced financial risk for providers, and ultimately improve patient outcomes.
DIAMOND STANDARD, INC.
https://www.diamondstandard.coDiamond trading firm that crafts gemstones into a commodity – coins, bars and funds. An entirely new commodity for exchange, that is regulated by the Bermuda Monetary Authority and has won approval to list futures linked to its products on CME Group’s Chicago Mercantile exchange, along with options traded via MIAX.
FOUNDATION CREF
https://foundationcref.comThe Foundation CREF platform gives the investor/developer/builder the tools they need to generate superior profit margins on any property they purchase through the Foundation CREF platform. The platform can provide capital - single family loans up to $5mm and multifamily bridge loans up to $30mm.
INFILLION, INC.
https://infillion.comCompany incorporated video, and OOH advertising. The platform incorporates the sophistication of precision targeting with premium inventory, coupled with agile creative and actionable insights. It is a product built to deliver Return on Ad Spend with simplicity and scale.
ION PACIFIC
https://ionpacific.comIon pacific is a venture capital fund with a focus on the broadly defined technology community providing creative liquidity solutions to GP's, LP's and special situations – with a local presence in the US, Hong Kong, Europe and Israel.
KLICKLY
https://klickly.comKlickly’s proprietary direct-to-consumer/pay-for-performance technology allows brands to prioritize across channels, and create in-add purchases in places where it has historically been most difficult to reach new customers in the digital world.
MIMESIS
The companies in the streaming Industry (Netflix, Disney+, Amazon Prime Video, AppleTV+, Max, Hulu, Paramount+, Peacock, etc.) are spending heavily on geographic expansion and on new content to attract new subscribers and gain market share. MiMesis uses its AI platform to expand the audience for any show. It can modify the dialog, the narration and the vocabulary on existing content. The modifications are designed to expand the reach of the original content to a new audience segment.
MUSSEL POLYMERS
https://www.musselpolymers.comMussel has developed a solution based on biomimicry of mussels for industrial coatings, Dept of Defense needs, coral reefs , electronics and dental applications.
NANOVAPOR
https://www.nanovapor.comNanoVapor Inc. offers breakthrough nanotechnologies in the industrial management of vapors from gasoline, petrochemicals, oil and its derivatives. NanoVapor’s systems are significantly safer, faster, healthier, greener, and more cost effective than conventional methods.
NAPSTER
https://www.napster.ai/Napster Companion is a video-based, conversational AI platform where you can have conversations with unlimited smart, lifelike AI personas who can help you learn, create, and solve complex problems. Working alongside Napster Companion, Napster View is a small second screen hardware accessory that clips onto your computer monitor, making your conversations feel more dynamic via a 3D holographic lens.
ZONEFLOW
http://www.zoneflowtech.comZone Flow develops reactor technologies to improve efficiency of hydrogen and syngas production via the steam methane reforming process, the dominant method for hydrogen production.
Who We Are
We are 25+ business leaders with over 1,000 cumulative years of leadership experience running businesses across a broad array of industries. And we bring that experience to bear for every one of our clients or investments.
Our Industry Experience
- Healthcare
- Mergers & Acquisitions
- Real Estate
- Retail
- Financial Services
- Consumer Marketing
- Energy and Industrial Technology
- Branding
- Insurance
- Private Equity
- Investment Banking
- Telecommunications
- Information Technology
- Human Resources
Across Industries
Almost all of the companies in which Ash Creek members have invested are businesses that offer disruptive and/or new technologies that have very little competition in their areas of expertise across 12 industry verticals:
- Adhesion: Mussel Polymers
- Asset Management: Diamond Standard
- Biotechnology: 22nd Century Group
- Consumer E-Commerce: Kickly, Thirstie, Raydiant, Swaponz, Ucode
- Communications: Ping
- Cybersecurity: BluSapphire, Cyber Safety
- Environmental: 7ac, Nanovapor, Zoneflow
- FinTech/Financial Services: Foundation CREF, Ion Pacific
- Healthcare: Accure Acne, Asenda Health, The Safe Group
- Media: Infillion
- Social Media/Web 3.0: The Infinite Reality
- Solar: Toledo Solar
Our Members
MITCHELL BRANDT
MANAGING DIRECTOR
Entrepreneur, former of owner of Schools for. Children with Special Needs for the past 9 years. Operaied a reiationship service business for over 15 years, commercial pool and repair service for 8 years and a restaurant...
WILLIAM A. BROWN
MANAGING DIRECTOR
Alternative investments and asset management, with 25+ years of experience in identifying, seeding and investing with high-quality Hedge Fund managers. Having evaluated approximately 2500 HFs, currently specializing....
CHRISTOPHER J.CROVATTO
MANAGING DIRECTOR
Entrepreneur, advisor, and direct investor in middle-market private equity and real estate transactions. Managing partner in several private equity backed portfolio companies. Specialization in structured real estate...
THOMAS M. DAVIDSON
MANAGING DIRECTOR
Managing director of consulting group specializing in start-up and middle market and specialty finance companies and treasurer of real estate group. Wide-ranging experience as Chairman, CEO, COO and CFO for NYSE/NAS...
FLORENCE C. DIPAOLA
MANAGING DIRECTOR
Former senior financial services executive with diversified background in domestic and international leasing/lending – multiple industry sectors. Specialized in Big Ticket Tax Leveraged Leasing – structuring,...
MITCHELL DICKEY
MANAGING DIRECTOR
Management Consultant in professional services firms. 17 years as a serial entrepreneur; launched four companies – sold one, running one and is starting a new venture to scale behavioral health services. Prior to...
ROBERT FARLEY
MANAGING DIRECTOR
Independent consultant. Former Managing Director and Head of North American Sales & Relationship Management covering Financial Intermediaries for BNP Paribas’ Global Securities Services. Prior to BNP Paribas, he...
STEVEN E. HIRSCH
MANAGING DIRECTOR
Advisor and consultant in structured asset-based finance, including equipment financings and leases, the acquisition of asset-based portfolios and specialty finance companies, lease equity placement and the structuring and....
CHRISTOPHER G. L. JONES
MANAGING DIRECTOR
Investor and venture capitalist with experience in manufacturing, high tech electronics, medical devices, energy conservation, defense industries and Internet-related software companies as well as government and...
RICHARD KELLY
MANAGING DIRECTOR
Retired senior investment banker with extensive international and cross border merger and acquisition as well as financial advisory experience across a variety of industries at The Bridgeford Group/Mizuho, JPMorgan,...
TERRY LAUGHREN
MANAGING DIRECTOR
Private equity investor, board director and advisor in media and marketing services, including Screenvision Cinema Network, where he actively ran the company as President, Chairman and CEO. Media, advertising and...
JIM LEWIS
MANAGING DIRECTOR
30+ years in large multinational corporations, midsized manufacturing companies, and startups. Founded, operated and sold a startup company to a large multinational in the regulatory compliance...
PAUL MANSOUR
MANAGING DIRECTOR
Paul Mansour has served at financial institutions (MBIA, Conning Asset Management) for more than 35 years as head of business units for credit research analysis, business development, marketing, and investment...
LARRY MARKIN
MANAGING DIRECTOR
Entrepreneur, Former Owner and President of Sherman Plastics Corporation. Over 40 Years in the Plastic Industry. Expertise in sales, management, and manufacturing. Sherman Plastics Corporation is a four-time...
HOWARD MEITINER
MANAGING DIRECTOR
Multi-faceted President/CEO in retail, consumer marketing and healthcare fields, with both domestic and international experience related to business development, organizational turnarounds, start...
VICKI MUNSEL
MANAGING DIRECTOR
Retired Managing Director of Deutsche Bank with responsibility for US leveraged and structured finance credit group. Various other positions were at Bankers Trust before its acquisition by Deutsche Bank....
SCOTT B. REARDON
MANAGING DIRECTOR
Venture capital and private equity investor in early stage companies specializing in information technology and communications, notably wireless communications, web and Internet protocol...
ALLAN B. RUCHMAN
MANAGING DIRECTOR
Private Equity investor in real estate and growth capital companies. Extensive merger, acquisition and restructuring experience with consumer, retailing and general manufacturing industries...
MARK RUCHMAN
MANAGING DIRECTOR
Mark Ruchman MD is an ophthalmologist specializing in reconstructive oculoplastic surgery. He has over 30 years’ experience in managed care with particular emphasis on policy development,...
STEVE SEAGRIFF
MANAGING DIRECTOR
Former senior financial services executive with background in both domestic and international lease and project financing, managing equity investments for Philip Morris Capital, a subsidiary of a large...
LEON SHAPIRO
MANAGING DIRECTOR
CEO, Board member, investor and executive leader with a broad background in leading and managing subscription based membership businesses. Former Chairman and CEO at Vistage a Private...
HOWARD K. WEBER
MANAGING DIRECTOR
Former senior financial services executive with experience in asset based financing and other tax related structures. Developed and marketed a computer model to analyze tax oriented leasing transactions...
STEPHEN S. YOUNG
MANAGING DIRECTOR
International lawyer, business developer and executive leader with a broad background in technology, finance and international business operations. Experience in government, Fortune 100...
MICHAEL P. ZARRILLI
MANAGING DIRECTOR
Michael P. Zarrilli has extensive experience and expertise in Finance and Investments. He spent 32 years with JP Morgan and predecessors in multiple managerial and transactional roles involving all aspects of fixed...
JONATHAN WELTMAN
MANAGING DIRECTOR
Retired Vice President-Global Head Customer Finance at Boeing Capital. Among roles at The Boeing Company, served as chairman of the Delta Air Lines creditors’ committee and co-chair of the American Airlines creditors’...
STAN GOLDBERG
MANAGING DIRECTOR
Stan Goldberg was a partner in the law firm of Platzer Swergold, Levine Goldberg Katz and Jaslow, LLP for in excess of 25 years and served 'Of Counsel' to the Firm for an additional 5 years after his retirement. His areas of practice...
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We look forward to hearing from you!
Ash Creek Capital Advisors, LLC.
Greenwich, CT 06831