Erick Niu


Location : San Francisco, California

Education : MBA from UC Berkeley, Haas School of Business.

Partner

10 + years of experience in corporate strategy and finance, Erick worked for EY (Parthenon) and KPMG, two of the world's largest business advisory firms. At these firms, he supported senior executives in F500 companies in growth strategy, buy-side M&A advisory (~$10b in aggregate), and operational improvements. He has gained in-depth knowledge in the offices of CFO and COO and developed best practices for companies across sizes and industries.

Erick holds an MBA from UC Berkeley, Haas School of Business.

Location : San Francisco, California

Education : MBA from UC Berkeley, Haas School of Business.

Charlie Davidmann


Partner

Charlie has more than a decade of experience in investment banking, strategic finance, and entrepreneurship. At Morgan Stanley, a global leading investment bank, he executed over $10 billion in M&A transactions across consumer retail, real estate, and technology sectors. He also has extensive experience building and leading finance organizations, most recently as Head of Finance at Compound, a fintech firm with $1.2bn of AUM that was acquired in 2023.

Charlie holds an MBA from UC Berkeley's Haas School of Business.