Fivecast Financial is a corporate finance consulting firm. We focus on high-end work, and clients choose to work with us for our high degree of quality, expertise, professionalism, reliability, and speed.
We take a holistic approach to serving all of our clients' corporate finance needs, ranging from maintaining accounting books to strategic CFO guidance to coordinating a sale of the business. Rather than taking a mercenary approach with our clients as others do, we get deeply involved in company operations to help owners and managers achieve the best outcomes available to them.
Our team has helped support live situations from launching new startups to executing multi-billion dollar public acquisitions. We typically work with companies that fall in the $10mm - $150mm valuation range. We are based in Chicago and work with clients throughout the US.
Luke is a partner at Fivecast Financial. He worked as an investment banker in the Healthcare Group at UBS, and was Vice President at Belstone Capital. He has executed 30+ successful investment banking transactions to date. Luke has served as the CFO of several companies, and is also the founder of several startups. Luke graduated from the Massachusetts Institute of Technology with degrees in Mathematics and Finance.
Trevor is a partner at Fivecast Financial. He worked in corporate finance at State Street Corporation, and more recently at Navigant Consulting, managing their FP&A organization. He has a decade worth of experience working directly with executive leadership, both managing financial performance and driving strategic planning within these billion-dollar firms. He has executed on multiple M&A transactions, including a successful $500mm sell-side deal. Trevor graduated from Quinnipiac University with a degree in Finance and Economics.
Trevor is a Certified Management Accountant (CMA®).