Founder and National Managing Partner
Arthur’s ability to create and nurture long lasting relationships in business has provided him the opportunity to help countless companies and their leaders reach their goals. Arthur has more than 30 years of experience in senior financial leadership roles, starting as a MBA/CPA with Deloitte, and ultimately serving as CFO for four different companies with revenues up to $500 million. He was formerly the National Managing Partner and Co-Founder of Hardesty, LLC and prior to that, Managing Partner of Tatum’s Southern California practice. His personal experience sitting in c-suite roles as well as his roles in practice leadership has helped lay the foundation for CSuite Financial Partners to provide the trusted quality and reliability that he personally expected and demanded as a financial executive.
Executive Partner, Partner Development
Alex has been working with companies in varying stages of growth for over thirty years. In this time, Alex has been able to successfully provide solutions for managing organizations through rapid growth and turn-around situations, as well as taking companies public and private. As CFO, Alex has developed the financial strategies for companies that have raised equity and debt financing; successfully renegotiated leases, licenses and letters of credit to improve operating cash flow and converted under-performing receivables to secured, collateralized notes. Alex’ extensive hands-on operational experience has allowed him to build business infrastructure for companies raising capital in public markets while improving their operational, financial and administrative processes. At CSuite Financial Partners, Alex continues to meet his desire to lead clients where they want to go. His vast experience and his ability to develop strong business relationships are called on repeatedly to solve complex challenges for the clients he serves.
Erik has experience as a CFO and VP of Finance for both publicly-traded and privately-held companies. He worked closely with a CEO to line up acquisition targets, one of which had $50MM sales, and integrated targets into the company’s operations. With over 27 years of experience in Investment Banking, Private Equity, and Management Consulting, Erik has worked in industries including E-commerce, Technology, Software, Healthcare and Logistics. He received his MBA in Finance from Anderson School at UCLA.
Managing Partner, Central & Eastern Regions
Bill is a senior financial executive with CFO, CEO, Board Governance, Private Equity and Corporate Finance experience. He has sourced, structured, diligenced, negotiated, closed, and integrated acquisitions and divestitures. Bill has successfully transitioned companies from family/ founder owned to PE ownership, advancing accounting/ finance environments to support requirements of institutional capital providers. For more than 25 years, he has developed and executed strategic, operational, and financial plans that resulted in significant value creation for investors.
Managing Partner, West Coast
& Private Equity
Lori is a business development professional who partners with owners and Private Equity investors when they need senior financial talent for interim, project and search. She has had a successful career in business development and is a Trusted Advisor to growing middle market, family owned, and sponsored businesses. Lori has been a middle market banker in California and Arizona supporting global companies and more recently, Food/Beverage and Consumer Products companies in Northern California.
In her prior role as Global Banking Consultant for Wells Fargo, she helped companies over $20MM in revenues in OC, Inland Empire and San Diego who were doing cross border business. These would include importers, exporters, multinational companies and foreign owned subsidiaries.
“Building lasting, mutually beneficial relationships allows us to create exceptional value for our clients.”
Our partners carry this guiding principle into each project they work on and every interaction with a client. With an average of over 25 years of experience each, we understand the value of relationships and the work it takes to create and nurture them.