With over a decade of experience as a CFO, she has partnered with small‑ to mid‑cap private‑sector firms through rapid growth phases, deploying deep expertise in capital markets, financial operations, and scalable infrastructure. She is known for building high‑performance finance organizations that support strategic expansion, disciplined execution, and long‑term value creation. She holds an MBA from the Thunderbird School of Global Management and a Bachelor’s degree from Brigham Young University.
Chief Financial Officer
Nicole Baum
“We don’t sell advice. We acquire, operate, and exit the asset ourselves — so the investor gets the tax outcome and the return without the second job.”
Areas of focus
Company vision
Sets the long-term direction of the firm and its capital strategy.
Investor relationships
Leads the most significant capital-partner relationships personally.
Growth strategy
Drives market expansion and the firm’s move toward institutional scale.