Zach co-founded Crosse+Partners with the goal of combining his family business and entrepreneurial background with over 15 years of buy- and sell-side investment work. His experiences provide a unique perspective on the issues and challenges facing small, family-owned businesses as they look for liquidity and/or as they transition to larger, more balanced organizations. His primary responsibilities include evaluating new acquisition candidates, financing and closing transactions, as well as the on-going supervision and long-term financial development of portfolio companies. Zach has an MBA from the University of San Diego and a BS in finance from Syracuse University. He is a Chartered Financial Analyst (CFA) and a member of the Financial Analyst Society of San Diego and the CFA Institute.