About Us
Our Mission and Goals
Our Mission and Goals
Our Mission and Goals
We are passionate about serving our clients and their needs. The capital markets can be unpredictable, difficult to understand, nuanced, and, at times, confusing. Our aim is to demystify markets, discover appropriate sources of capital, and bring "best practices" execution for deals of any size to our client base. We seek to bring deca
We are passionate about serving our clients and their needs. The capital markets can be unpredictable, difficult to understand, nuanced, and, at times, confusing. Our aim is to demystify markets, discover appropriate sources of capital, and bring "best practices" execution for deals of any size to our client base. We seek to bring decades of experience along with our passion to excel into every thing we do for our clients, including meeting their needs and helping them achieve their goals. In short, we aim to be a trusted advisor and value-added partner in every mandate we secure. Our goal is, quite simply, achieving success while earning the trust and confidence of our clients.
Core Competencies
Our Mission and Goals
Our Mission and Goals
We have decades of experience in client service and advisory roles. We have in-depth institutional knowledge of fixed income, equity, private, loan, derivative, and commodities markets across the globe. Our experience gained at some of the top global financial franchises around the world gives us an unparalleled network from which we ca
We have decades of experience in client service and advisory roles. We have in-depth institutional knowledge of fixed income, equity, private, loan, derivative, and commodities markets across the globe. Our experience gained at some of the top global financial franchises around the world gives us an unparalleled network from which we can draw and source advice on M&A, Corporate Finance, Capital Raises, and other numerous strategic investment opportunities which exist in the developed markets here in the US, Europe and abroad. Our unique perspective and skill set puts us in a position to produce valuations, opinions, pro-forma renderings, and market studies that are unique in their perspective and insightful in both breath and depth. We pride ourselves in finding undiscovered growth opportunities in even the most developed and mature markets, and have a history of success in discovering and exploiting those opportunities for the benefit of the clients we serve. We seek to turn over every rock in order to produce the best advice and solutions we can for our clients. We are relentless in pursuit of that unique idea or solution that can make our clients money.
Management Style
Our Mission and Goals
Management Style
We take a collaborative approach to working with our clients. By doing so, we seek to understand their particular challenges, develop critical thinking around optimal solutions, identify the best course of action, and then execute on a best-practices based strategy. With a combined 150+ years of capital markets experience on the team in
We take a collaborative approach to working with our clients. By doing so, we seek to understand their particular challenges, develop critical thinking around optimal solutions, identify the best course of action, and then execute on a best-practices based strategy. With a combined 150+ years of capital markets experience on the team in both buy-side and sell-side roles, there are few challenges we haven't faced, while garnering many successful solutions over the years. Each member of the team brings extraordinary talents, abilities, and product expertise to bear. In all situations, we use fresh eyes and novel approaches, but never take action without a nod to our past. While always staying cutting edge and not stuck in the past, we can serve our clients better by being independent of fads or "prevailing" thinking. We also value our sterling reputations, and pride ourselves on delivering the experience we describe. We look forward to meeting you and you knowing us.
Strategic Successes
Novel Fund Structure
De Novo Broker Dealer
Designed "first-of-its-kind" permanent capital fund for commercial real estate lender which sourced capital from institutions, high net worth individuals, and Reg A+ investors (without funding cap).
De Novo Broker Dealer
De Novo Broker Dealer
Conceived, led, and executed on strategy to build true stand alone middle markets broker dealer. Secured financing of $125mm from major private equity source and grew business to scale and profitability in 18mos.
Tech Meets Old School
Successfully married trading systems with CRM system to produce commercially viable, revenue producing, trade optimization system. This was client facing tool which empowered sales and distribution to better penetrate client base and produce richer trading revenue.
Strategic Liquidation
Strategic Liquidation
Successfully helped major bank liquidate its $1bil+ CDS book. Helped eliminate entire exposure to multiple stressed credits and structures. Turned potential $60mm loss into $25mm in net revenue to bank.
Optimized Business
Strategic Liquidation
Optimized Business
Helped influential middle-market broker dealer achieve 5% market share in fixed income markets while boosting return on equity to 24% (nearly 3X industry standard) and increasing client base by more that 120%
Secured Funding
Strategic Liquidation
Optimized Business
Addressed under-sized need of asset manager by leading the creation of the architecture, structure, legal, and marketing of a institutional structured credit fund that sourced $300mm in assets, bringing the AM's AUM to critical $1bil mark.
Advisory Results
Sovereign Governments - Advisory
Sovereign Governments - Advisory
Sovereign Governments - Advisory
Introduced "best practices" for implementing and managing sovereign pension funds, including investment strategies and risk management methods. Successfully advised and launched pension plans for national rollout.
Global Venture Fund Valuation
Sovereign Governments - Advisory
Sovereign Governments - Advisory
Incorporated new metrics and value added application of quantitative analysis for multi billion dollar VC fund. This new approach combined traditional and quantitative financial measures in an integrated and innovative way.
Emerging Market Telecom
Sovereign Governments - Advisory
Emerging Market Telecom
Successfully advised Fortune 100 company which led to creation of state-of-the-art communications system in India by leveraging global relationships and superior technology capabilities.
A Winning Strategy
Global Consumer Product Merger
Emerging Market Telecom
Effectively advised successful bidder on strategy to capture $2bil + in new AUM and associated fees. Specific and unique presentation and bidding strategy employed ultimately led to a "win" in a highly competitive global bidding process.
Global Consumer Product Merger
Global Consumer Product Merger
Global Consumer Product Merger
Provided analysis, valuation, and insight which led to successful merger of two multinational, global, food processing and packaging conglomerates. Capably navigated all cross-border issues and "good will" challenges.
Investor Protection
Global Consumer Product Merger
Global Consumer Product Merger
Organized and achieved mandate to represent and protect investor interests following a corporate default. Provided critical advice to bond holders during bankruptcy and restructuring. Efforts resulted in an additional 20% in recovery value to investors.
Regulatory & Compliance Work
Regulatory & Compliance
Digital Assets & Cryptocurrency
Risk Management & Control
Built a US SEC compliance documentation program for a token launch, covering a Regulation D private placement and a subsequent broader retail offering, spanning 66 policy documents across governance, disclosures, custody, cybersecurity and market conduct.
Risk Management & Control
Digital Assets & Cryptocurrency
Risk Management & Control
Authored a CRO-level playbook on human-AI interface risk, addressing emerging control considerations as firms adopt AI in decision-making processes.
Digital Assets & Cryptocurrency
Digital Assets & Cryptocurrency
Digital Assets & Cryptocurrency
On behalf of one of the leading global mining corporations, produced a gold tokenisation guide and supporting compliance materials for a sustainable mining initiative.
Cross-Border Regulation
Digital Assets & Cryptocurrency
Authored comparative analyses of the EU's MiCA regime, the US CLARITY Act and the US GENIUS Act, and their implications for cross-border digital asset businesses.
ESG & Sustainability
Built a Responsible Sourcing & ESG toolkit covering jurisdictional gold sourcing standards, delivered as a web tool, a Word document and an interactive tracker.
Fintech & Blockchain
Developed a blockchain and smart contracts framework for the insurance market (an “Insurability Bridge Layer”), with audience-specific versions for Lloyd's brokers and professional services firms.
Our Leadership
Bradford S. Bodine - President & CEO
With over 30+yrs experience in the institutional capital markets business, our founder, Bradford Bodine, has unparalleled insights into client behavior, market dynamics and capital flows. With senior roles at Credit Suisse, Barclays Capital, Wachovia/Wells Fargo Securities and having founded and been Chairman of Cortview Capital (A Warburg Pincus Portfolio Company), Head of Fixed Income at Canaccord Genuity, and the President and Principal of Bonneville Multifamily Capital Markets, his product expertise spans:
- Corporate Credit (high yield, investment grade, loans, distressed, preferreds, private placements)
- Structured Credit (CBO, CDO, and CLO's)
- Mortgage Credit (whole loans, and bespoke structures)
- Derivatives (single name CDS, index, and bespoke structured credit securities)
- Liquid products (treasury, agency/GSE securities, and foreign exchange)
- Alternative Assets (tax credits, pollution credits, crypto currency and off-exchange assets)
Additional skills include budgeting, modeling, customer relations, project leadership, negotiating deals, marketing research, managing people/teams, and facilitating diffficult transactions in volatile markets. Much of his success has been in capital raising and asset gathering on behalf of funders, asset managers and broker dealers.
A. William Bodine - Managing Principal
With over 50+ years of experience in global equity markets as an analyst, fund manager and advisor, William Bodine, has led The Investment Advisory Group as Chairman for more than 30 years by providing financial and investment advisory services to major corporations, governments and significant private groups. His pioneering work in disciplined asset management is documented in a Case Study at Harvard Business School. Along with recent appointments to the board of The Duke of Edinburgh International Award (Treasurer) and the Vatican's Global Venture Fund, "Bill" has served as President of the New York Society of Security Analysts, Group Head/Managing Director of J.P. Morgan’s Investment Advisory Group, Director of Investment Research at Citicorp Investment Management, Chairman of the China Mantou Fund and Senior Advisor to a private equity fund of the Rockefeller Family. He has also been an instructor for EuroMoney at St. Catherine’s College, Oxford University. He is also a noted author on global investments. His experience, skills and expertise include:
- Equity Analysis (Public, Private, U.S. & International)
- Equity Valuation (Public, Private, U.S. & International)
- Equity Management (Traditional and Quantitative)
- Portfolio Management (Equities, Fixed Income, U.S. & International)
- Investment Performance (Attribution Analysis & Risk Analysis)
- Investment Process (Analysis, Design & Accountability)
- Risk Management (Equities and Fixed Income)
- Corporate Finance (Public, Private, Equities, Fixed Income, U.S. & International)
- Banking (U.S. & International including derivatives)
- New Product Development (Equity, Fixed Income, U.S. & International)
- New Business Development & Client Servicing (Equity, Fixed Income, U.S. & International)
- Capital Markets Instructor (Equities, Fixed Income, U.S. & International: Fund Management, Valuation & Risk Management)
Steve Hawes - COO
Steven T. Hawes is an entrepreneur, investor, and business leader who has built, scaled, and transformed high-growth companies across hospitality, real estate, media, consumer finance, software, packaging, and travel. Drawing on expertise in finance, marketing, operations, and leadership, he has founded, acquired, and operated businesses by identifying growth opportunities, building strong teams, and creating lean, efficient organizations.
In hospitality, Mr. Hawes was an early Five Guys franchisee and grew the business into one of the largest Five Guys franchise organizations in the world before its successful sale. Across multiple ventures, he has served as CEO or COO, leading companies through rapid expansion, operational turnarounds, and successful exits.
In media, he owned radio stations and built a marketing enterprise that pioneered the first Japanese infomercials in Japan. Most recently, prior to joining CHAiNGE, he founded and served as CEO of Go&Give, a travel platform that helps charitable foundations and nonprofits raise funds through travel.
Principals
Eric Williamson - Principal
Eric Williamson is a senior financial markets executive with 25+ years' experience in capital markets trading, regulatory supervision and enterprise risk and compliance leadership. He held senior roles at Lehman Brothers, BNP Paribas, Bank of America, Wells Fargo/Wachovia and JP Morgan (Bank One Europe), building FICC, credit and risk businesses across London, Charlotte NC, Asia and Dublin. He then served as Manager, Overseas Wholesale Banks Supervision at the UK Financial Conduct Authority, leading supervision of 264 wholesale banks and co-founding the FCA's Crypto, LIBOR and Firm Risk committees.
Eric now advises financial institutions and FinTech firms on enterprise risk, regulatory compliance and digital asset strategy, serving as Director of Compliance and Risk at The Digital Commonwealth Ltd and Chief Compliance and Risk Officer at MPOWA.io. An Advanced Certified Financial Crime Specialist, he combines deep expertise in digital assets, blockchain and ESG with the communication and governance skills that mark him as a mentor, innovator and leader. His skillset includes:
- Capital Markets, Portfolio Management, Bonds, Credit Derivatives, Commodities, FX & e-trading (B2B/B2C)
- Enterprise Risk Management: Credit, Market, Operational, Conduct, ESG & Climate Risk
- Regulatory Supervision & Policy: FCA Handbook, MiFID II/MiFIR, EMIR, SMCR, AML/CFT, S165/S166 interventions
- Digital Assets & Innovation: crypto regulation, tokenisation, blockchain analytics, stablecoin/CBDC, AI governance
- Organisational development and leadership of high-performing global teams
Dan Donovan - Principal
Dan Donovan has had a 32-year career in government including serving as a United States Congressman, New York City District Attorney and Deputy Borough President, Dan is now engaged in various roles in the private sector.
In the House of Representatives Dan served on both the Homeland Security and Foreign Affairs Committees. On the Homeland Committee, Dan Chaired the Emergency Preparedness, Response and Communication subcommittee whose jurisdiction addressed both terrorism and natural disasters. Dan was also a member of Homeland’s Cybersecurity and Infrastructure Protection subcommittee. As a member of the House Foreign Affairs Committee, Dan served on the Middle East and North Africa subcommittee as well as the subcommittee on Africa, Global Health, Human rights and International Organizations.
As Staten Island District Attorney, Dan successfully prosecuted a record 12,000+ criminal cases annually, resulting in one of the safest places to live in the Country. Other roles in which Dan has served in government include Staten Island Deputy Borough President, Chief of Staff to the Richmond County Borough President, and Deputy Bureau Chief for the legendary Manhattan District Attorney, Robert Morgenthau.
Jess Hurwitz - Principal
Jess Hurwitz is a technology executive and strategic advisor with more than 35 years of experience helping organizations navigate technology shifts and drive digital transformation. His expertise spans fintech, payments, SaaS, digital assets, blockchain, AI, cybersecurity, digital identity, and enterprise technology strategy across startups, growth companies, and global enterprises. Working closely with executive teams, boards, founders, and investors, he helps organizations assess emerging trends, develop strategic roadmaps, and turn new technologies into secure, scalable, commercially viable solutions.
Jess is known for separating technology hype from practical business value, helping organizations adopt emerging technologies with confidence while balancing innovation, security, governance, and compliance. His pragmatic approach shortens the path from concept to execution, accelerating technology adoption and delivering measurable business value.
Jess has served in executive leadership roles — including CTO, Chief Digital Officer, and COO — at organizations including OrbitMI, ShelterZoom, and Citrin Cooperman, leading technology-driven transformation across financial services and other regulated industries.
Fred Larcombe
Frederick Larcombe is a seasoned CFO who has served public and private companies across manufacturing, life sciences, pharmaceuticals, software, telecom, and professional services. He drives value by partnering across functions to solve problems, fuel growth, and improve profitability—acting as a key business leader in achieving organizational goals.
His expertise spans budgeting and business planning, SEC financial reporting, corporate governance, internal controls, Sarbanes-Oxley compliance, treasury, risk management, and succession planning. He has led all facets of M&A activity—due diligence, valuation, negotiation, deal structuring, closing, and integration—along with investor relations, turnarounds, and NYSE-MKT/NASDAQ listing processes.
Fred's CFO roles include Towerstream, PharmApprove, InterCore, iBio, Phytomedics, Plan 4 College, Xenomics, MicroDose Technologies, and ProTeam.com. Across these positions, he has raised more than $50 million in new equity and renegotiated over $100 million in existing obligations.
Earlier in his career, Fred spent nearly a decade in roles of increasing responsibility at Cambrex, a publicly-held fine chemical and pharmaceutical manufacturer, during a period when annual revenue grew over 300% to more than $500 million with operations across Europe. He began his career at PriceWaterhouseCoopers.
Hans Hageman
Hans’ story begins in the vibrant yet challenging neighborhoods of Harlem, New York, where he grew up in tenements and housing projects. His transformative journey took root at “Exodus House,” a pioneering residential drug treatment community founded by his father, where early lessons of courage and faith in human potential shaped his future.
A Princeton University and Columbia Law School alumnus, Hans initially carved his path in law, serving as a prosecutor, chief counsel to a U.S. Senate subcommittee, and public defender. His passion, however, lay in youth development and education. He boldly founded independent schools in Harlem, tackling the school-to-prison pipeline head-on, and co-founded a girls’ school in Lucknow, India, for lower caste students, breaking barriers and creating opportunities.
Hans’s multifaceted career includes military service as a Lieutenant in the U.S. Army Reserve and graduate of the 101st Airmobile’s Air Assault School. As a father of four and author of “Gamer Strong: Mental Toughness Training for the Next Level PvP Skills,” he continually seeks to inspire and empower future generations. His ultimate aspiration is to become “An Ancestor Worth Remembering,” leaving a legacy of hope, resilience, and positive change.
Timothy Robinson
Tim is an experienced entrepreneurial executive who has led and advised numerous non-profit and for-profit companies, optimizing performance by building revenue, profitability, and return on mission.
As the senior marketing executive at ThermoWorks, the world's leading thermometer brand, Tim increased media exposure 1,300% by building relationships with key publishing partners—including the Food Network, Wirecutter (NY Times), New York Magazine, Bon Appétit, Epicurious, CNN, and USA Today—driving 255% growth in digital revenues over eight years.
His expertise spans the corporate, government, non-profit, and academic worlds. Additional experience includes leading the reelection campaign of Governor Olene Walker (Utah's first female governor), directing online content for ABC TV's live fall line-up webcast, helping launch KiN2 (an app connecting users to celebrities through shared ancestry), and co-founding LeatherWood Press, profitable within its first eighteen months.
Timothy is also the author or ghostwriter of 15 published books, including Turnaround: Crisis, Leadership and the Olympic Games by Mitt Romney, Reclaiming the Classroom by Trenton Goble, and Thou Shalt Be Like a Watered Gardenby Timothy Robinson.
John Stewart - Principal
John has over 30yrs of experience in institutional sales and relationship management. John spent over ten years at Goldman Sachs, and has held senior sales roles at Bank of America, Wells Fargo, Nomura Securities, Amherst Pierpont, and Credit Agricole CIB, where he was recruited to bolster their US Credit effort.
John’s product expertise includes corporate credit and credit derivatives, ETFs, structured credit and mortgage backed securities. Throughout his tenure on Wall Street, John has been credited with successfully developing and managing numerous high-profile institutional client relationships. John brings to our clients a wealth of knowledge about the institutional investment community and excels in forming strategic partnerships among key stakeholders.
John is a graduate of Brown University with a BA in Organizational Behavior and Management. He holds FINRA series 7 and 63 licenses.
John focuses on our capital raising and sourcing efforts in the institutional investment community, and is a critical partner in our consulting efforts for client business development, client strategy, and investor relations.