Bio

Adam is a Managing Director at Inverness Advisors and leads the firm’s consulting & business services banking group. Prior to joining Inverness, Adam built several consulting organizations, including Major Oak Consulting which he sold to Verint Systems in 2013. As an entrepreneur who has founded, grown, sold and integrated businesses with acquirors, Adam brings a deep understanding of the challenges facing clients in the context of the sale process, including the emotional journey of a potential exit. Adam started his career in finance at Dun & Bradstreet, where his team received CFO magazine’s prestigious Reach Award for outstanding reengineering achievement. Adam graduated magna cum laude from the University of Delaware with a BS in Finance and is a 20-year executive in the consulting industry.