Lily Tapia is a seasoned corporate finance executive with 28 years’ experience in private equity and commercial and private debt. She serves on the board of several businesses and has vast experience working with businesses in the areas of strategic growth, commercial lending, capital raising, mergers and acquisitions, and optimization of enterprise value. Lily was with Bank of America Merrill Lynch in a variety of capacities for 22 years and served in several leadership roles. Subsequently, Lily was Chief Executive Officer of a trade finance company and Chief Development Officer managing the acquisitions for a large health care company. Lily later joined Trivest Partners specializing in private equity for middle market companies and was the co-founder of Franchise Founders, an investment and advisory group focused on partnering with emerging franchise brands.
Stewart Newman is an experienced financial professional with 20+ years spent working with business owners in many capacities. He has helped both small businesses and large corporations achieve their goals using a strategic review of their financial needs and long-term objectives. He also has strong entrepreneurial experience, having invested in several businesses along with a background in credit and banking. Stewart regularly reviews business plans and provides forecasting and modeling assistance that take the goals of a business owner and match them with the financial tools needed to achieve the desired result.
Andres Gaviria is an innovative marketing and sales leader with five years of experience designing and executing comprehensive demand generation strategies in the finance, tech, and healthcare industries. Passionate about nurturing client relationships, optimizing workflows, and identifying growth opportunities. Proven history of consistently exceeding sales targets and securing recurring revenue. Known by peers for the ability to implement and deploy innovative marketing strategies. Thrives in fast-paced, dynamic environments that offer unique business challenges. Fluent in English and Spanish.