“Beacon Pointe engaged with Eliza at a pivotal point in our evolution. She worked directly with the board of Beacon Pointe and was quite intuitive with her assessment of the situation. Our ownership and capital structure were not optimal to meet the goals we expressed as a firm. Her knowledge and experience was exhibited in a wisdom that was delivered in a professional yet direct manner. While at times not everyone was comfortable with the information, Eliza’s ability to objectively broach matters others may have chosen to overlook, ultimately led to the very best outcome for the company and our clients. Eliza understood what decisions and actions needed to be prioritized in order to execute on the larger business strategy. Today our company is nearly twice the size and most importantly, we are now structured correctly to thrive for years to come.”

“We hit an inflection point with our business and needed to figure out whether we should grow solely organically or if we should grow through M&A.  Eliza and her team helped us think through these decisions, as well as bringing up matters we hadn’t even considered.  Three years later we’ve done nine deals and have grown revenues 4x.  Super glad we engaged with De Pardo.”

“As Carlson Capital Management approached a unique nexus in the development of our firm, we required expert, independent counsel to help us confront the challenges and limitations within our existing (legacy) advisory structure. Eliza uniquely blends the art of data-gathering and interviewing to present solutions that are custom-fit to the needs and mission of the organization. In other words, Eliza presented a path forward that while challenging, was rooted in Carlson Capital Management’s culture and values. In our space, she is a rare find.”