Management
and Finance Consulting Services
Services
Got a gap and need an interim executive or staff? We can help! We have pros to fill interim roles in any of our core competencies.
Extensive support for all phases of your company's IPO and M&A initiatives
Trusted management services covering all critical functions of your organization
Experienced risk management and compliance professionals to lead or support the internal audit function
Experienced IT professionals help navigate through all aspects of cloud solutions assessment and implementation
From keynote speeches to webinars and seminars, our experts can train and develop your team in a wide range of subject matters
Expertise to help you monetize and license your intellectual property and to enforce license compliance
Our Leadership
SAM AURIEMMA
PRINCIPAL
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25 Years as CFO of NASDAQ Companies up to $600 million in revenue, all with significant international operations.
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Led Finance & Accounting, HR, IT, Legal and Investor Relations departments.
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Experience on 4 Boards: 2 Public Company Boards & 3 Audit Committees.
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Specialties: Operations, Mergers and Acquisitions, Restructuring and Investor Relations.
JERRY JUSTICE
PRINCIPAL
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Over 30 years experience as a management consultant, entrepreneur and corporate executive, leading global public, private, start-up and fast-growth companies in multiple industries.
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Expertise: Interim Executive, IPOs, Mergers & Acquisitions / Integrations / Divestitures / Turnarounds, SEC Testimony, Investigations & Comment Letters.
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Significant experience leading Process Improvement, Operations, Corporate Governance and Intellectual Property Licensing and Compliance.
KYLE CROXFORD
PRINCIPAL
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Over 25 years audit executive experience, leading Internal Audit, External Audit and organizations, including over 8 years with Big Four Accounting firms.
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Helped establish and transform Corporate Compliance and Internal Audit organizations for multiple global enterprises.
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Successfully led process improvement and cloud solution initiatives for critical functions within multiple public and private organizations.
KAREN LEE
ASSOCIATE
With 30+ years of Finance & Accounting experience including as a Corporate Controller for multiple organizations, Karen's expertise includes:
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Financial Reporting
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Cash Management
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Budgeting and Forecasting
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Sarbanes-Oxley (SOX)
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Internal Controls
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Process Improvement
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Conversions of multiple accounting systems
Our Vision
Headquartered in Newport Beach, California, Pursuit Advisory Group is committed to providing world-class Management and Finance Consulting Services focused on our clients' success. With extensive expertise in all aspects of Finance and Enterprise Management, the Pursuit Leadership and extended Team members provide proven real-world solutions to every engagement.
We’ve been honored to support numerous companies of various sizes and industries, all using a successful approach customized to each client's unique needs. As a trusted ally, we build a strong relationship and collaboratively decide on the right solution to move forward. To put it simply, you can rely on us to be there for you when you need it most.
Industries
Although our collective expertise transcends virtually all industries, the Pursuit Advisory principals and team members offer extensive experience in the following specific industries:
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High Tech / Software
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Healthcare
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BioPharmaceutical
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Media
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Avionics
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Consumer Electronics
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Communications
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Medical Electronics
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Construction
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Manufacturing
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Non-Profit
Recent Key Engagements
$400M Digital Data Solutions provider – Established Global Corporate Compliance Program covering Foreign Corrupt Practices Act (FCPA) and UK Anti-Bribery Requirements
$2B Biotech Company
$1.9B Software Publisher
$1.3B Global Bio/Pharma Company – Provided Co-sourced Internal Audit services and led global SOX implementation team
$100M Global Technology Company
$800M Software Publisher
$1.2B Real Estate Management Firm and REIT – Conducted Internal Audit Quality Assurance Review and led SOX cloud-based solutions selection and implementation
$1.2B Global Healthcare Company
$4.5B Global Insurance Technology Company
Various Startups – Technology and Energy Sectors. Provided fully outsourced Enterprise Risk Management, Internal Audit and SOX services and coordinated all phases of compliance with external audit firms.
Schedule a consultation today and put Pursuit Advisory Group experts to work on your needs!
Careers
Are you a seasoned professional looking for better work-life balance? More independence? More control of your destiny?
Could you do with a little LESS office politics? Micromanagers? Mind-numbing mundane tasks? Being tied to a desk for set hours?
Are you good at building relationships? Known for meeting commitments and turning in exceptional work? Do you get a charge out of sharing your knowledge? If you answered yes to those questions, wouldn’t you like to work with an entire organization of people just like you?
Pursuit Advisory Group is always on the lookout for top talent — full-time and part-time — to join us! We welcome seasoned Management Consultants and Project Leaders in our practice areas, as well as Business Development Executives.
So if you like what we’re about — and you have the right stuff — contact us with an indication of your areas of interest. We'd love to hear from you!
CURRENT OPPORTUNITIES:
Business Development Executives -- PAG is seeking experienced, confident and motivated Business Development Executives to identify and serve new consulting clients to expand our practice. The ideal candidate has 5+ years of experience in business development of management consulting services and is well-connected within our targeted companies of $75 – 500 million in annual revenues. LLearn more about Career Opportunity
