Thomas Zorich

Co-Founder

About

CFO and fractional CFO services, buy and sell side mergers & acquisition advisory, debt and equity capital raising for SMBs, public and private equity investing, futures trading. Registered Investment Advisor.

Country

United States

City

New York City Metropolitan Area

Industry

Financial Services

Skill

Mergers & Acquisitions, Equities, Venture Capital, Debt, Entrepreneurship, Investment Banking, Start-ups, Capital Markets, Hedge Funds, Strategy, Corporate Development, Private Equity, Due Diligence, Investments, Alternative Investments, Financial Modeling, Corporate Finance, Private Placements, Valuation, Asset Management

Experience

Co-Founder

Assured Capital Partners LLC

2024-10 - Present · 2 yrs

Northeast, New York, United States

Founder/Managing General Partner

Sawtooth Capital LLC

2009-9 - Present · 17 yrs 1 mo

New York City Metropolitan Area, San Diego, CA, Ketchum, Idaho

Registered Investment Advisor. General Partner for Sawtooth Futures Fund I LP. Financial advisory services to SMBs including full and fractional CFO advisory; private and public equity investing; futures trading.

Investor, Advisor, CFO

Guardian Bike Company

2016-9 - Present · 10 yrs 1 mo

Seymour, Indiana, United States

Financial Advisor, early-stage investor and CFO for Guardian Bikes, a privately held bicycle manufacturer. Guardian has developed SureStop, the proprietary single lever brake system that delivers an unparalleled level of safety to the bicycle industry. Our bikes are proudly made in the USA.

Chief Financial Officer

Knowledge as a Service, Inc.

2019-10 - 2021-6 · 1 yr 9 mos

San Francisco Bay Area

Founding CFO of KaaS, an enterprise software company that has commercialized a cloud-based, gamified micro-learning solution. The Company's software facilitates engagement and delivers significantly improved retention for users via its patented engagement engine and proprietary ASK methodology.

Chief Financial Officer

Civil Solutions Incorporated

2013-10 - 2018-3 · 4 yrs 6 mos

New York City Metropolitan Area, California, Texas, Florida

Nationwide provider of infrastructure and civil construction services to the wireless industry. Customers included Ericsson, T-Mobile, Black & Veatch, and Mobilitie, among others. Acquired in 2018.

Partner

Scura Partners

2012-1 - 2013-10 · 1 yr 10 mos

Manhattan, New York, United States

Boutique Manhattan investment bank. Mergers & Acquisitions advisory, capital raising, strategic advisory. Technology enabled business models.

Managing Director

Academy Securities

2013-1 - 2013-6 · 6 mos

Manhattan, New York, United States

Assisted with getting the first Disabled Veteran Broker Dealer FINRA registered and ready to participate in capital markets and investment banking disciplines. Co-registered with both Scura Partners and Academy.

Director

Newforth Partners LLC

2002-8 - 2012-1 · 9 yrs 6 mos

San Mateo, California, United States

Technology-focused boutique investment bank. M&A advisory, capital raising and strategic advisory. Acquired by Woodside Capital Partners.

Trader

Self Directed

1996-8 - 2006-12 · 10 yrs 5 mos

New York City Metropolitan Area

S&P 500 & U.S. Treasury Bond futures trading. Developed trading strategies that utilize inter-market relationships, daily and weekly price activity and seasonality elements, among others, creating a proprietary, conditional, rules based trading system with a consistently high winning percentage.

Financial Consultant

Independent Consultant

1996-8 - 2000-8 · 4 yrs 1 mo

New York City Metropolitan Area

Debt finance, hard asset lending, equipment leasing, loan syndication.

Education

California State Polytechnic University-Pomona

Mechanical Engineering

1980 - 1985 · 5 yrs

Minor - Electrical Engineering, Ocean Engineering (emphasis Petroleum Engineering); Dean's List distinction; Society of Petroleum Engineer's Scholarship winner for academic excellence