Palo Alto Capital Advisors

Representative Engagements

Conducted due diligence and prepared independent investor report for turnaround management team at a “household name” technology retailer, where state-of-the-art technology leadership was essential to its future success. Complex considerations included eCommerce platforms, organization and executive/Board issues, and cost structure.


Turnaround CEO designate of a sensor-based medical-device company that had raised $50m+, shipped product globally, and had run out. Assembled team to restart as a big-data company, and proposed a capital restructure plan which was accepted by the Board and implemented.


Business Development Adviser to CEO of leading privately held boutique advertising firm with a 30 year track record and Fortune 100 clients, facing a growth crisis. Advised CEO on succession planning and growth financing, and conducted investor meetings. Executed landmark agreement with startup cable network to expand customer access and leverage brand.


Member of consulting team engaged by CEO of a public biofuels company to rebrand the firm in a challenging competitive and investment environment. Identified critical strategic investor and major-customer issues relevant to successful rebranding.

Chief Business Officer of wearables company with novel solution and leading-edge technology. Business plan development and investor introductions and meetings.


Ongoing startup company advisory relationships, as well as mentorship at accelerators.