About Us

A TRUE PARTNER

Establishing a long-term relationship centered on high-quality client service

Glenn Baker earned his 30+ impeccable record as a Financial Advisory Leader by focusing on three fundamental priorities: improving bottom-line financial stability, building and implementing unique financial recovery plans, realigning core business/operational structures.

Whether leading financial interventions for startups and venture-backed organizations or restructuring financial operations for distressed companies, Glenn plays a vital role in developing highly interactive financial management models that have saved companies on the verge of bankruptcy, raised capital for startups, and paved the way for sustainable financial stability.

With a proven track record of success across multiple business sectors & verticals, from Private Equity & Venture Capital to Biotechnology, Ophthalmology Practices, Telemedicine, Retail Media, and Marketing, Glenn has consistently demonstrated an exceptional ability to “dive deep” beneath the surface and truly understand the foundational needs and problems faced by organizations. This was evident in how he played a vital role in reviving a 14-center Ophthalmology Practice that was on the verge of bankruptcy due to poor financial structure and an unaligned management team.

Glenn

Glenn G. Baker, CPA, MBA
Managing Partner

Upon identifying key problems hindering financial performance in a financial model, significant cost-cutting measures were implemented resulting in unprecedented growth that increased working capital by 300% over a 6-month period.

A key highlight of Glenn’s career was co-authoring a financial modeling product that steered the end-to-end operations of a multibillion-dollar private equity firm amidst the generation of financial statements, capital calls, waterfall distributions, hurdle calculation, Fund & LP IRR, capital accounts, and performance request charts.

Glenn earned a Bachelor of Arts from Hartwick College and an MBA in International Buisiness & Entrepreneurship from Thunderbird School of Global Management. He is also a Certified Public Accountant.

When he is not solving financial challenges or charting financial roadmaps, Glenn enjoys spending quality time with Family and Friends, reading health labels, cooking, hiking, and traveling.

Testimonials

Riley Rodgers - Principal at Valia Ventures

Glenn has been a tremendous resource to Valia over the past few years and his focus on serving clients is a gift for those he works with. He is very knowledgeable, talented and detailed oriented, and has made significant contributions to our team.

Jonathan - Tower Managing Partner of Arctaris Opportunity Zone Fund

I’ve worked with Glenn since he joined as our firm’s CFO in 2009. He’s an excellent CFO, plus a big-picture thinker and problem solver. When matters have critical timing considerations, Glenn has worked with us around the clock to make sure the project was completed successfully.

Rodelaire Octavius - Entrepreneur, Community and Local Investments

For Glenn Baker “Financial Modeling” is Art & Science. With more than 30 years’ experience, Glenn is a top expert in financial modeling. Yet, what makes him unique is his passion about what he does. He works beyond normal business hours including weekends to get the job done. Glenn epitomizes efficiency and he is also a great example of what work ethic is all about. He is playing a key role in our success. I am so pleased to collaborate with him.

Hania Baramki - Managing Director, Head of MENA at Area9

It is a pleasure collaborating with Glenn. He is a top expert in financial modeling with great insight into business operations. He has the ability to understand the business problems and create the right financial models to allow for accurate predictions. His contributions are key to our success in the region.

Bob Boyle - Partner at Darmody, Merlino & Co.

The model Glenn has built is the most comprehensive tool I have seen to date. Anyone in the private equity or venture capital sector will want to use this valuable tool. It is easy to work with, calculates and displays data needed to make an informative decision.

Let us put our expertise to work for you!