Lee Dorkin

Managing Partner

Executive Summary: Lee's career began in financial services as a registered securities trader and money manager for Wall Street Investment firms. In management consulting, he led process improvement, and ERP engagements for a regional accounting firm. His current roles in turnaround, interim leadership and boards support private equity, MSO and SPAC portfolios with structure, efficiency and financial discipline strategies. Lee advises private and publicly traded M&A transactions with pre-due diligence, post-integration and performance oversight. He was interviewed by business news, filmed for TV, paneled seminars, published trade articles and was the technical expert for a government economics initiative. His post undergraduate credentials include Certified Six Sigma Black Belt and FINRA Securities Series 7 license. Differentiators: Guide trust-based cultures as a servant leader, build dynamic teams, create structure, communicate mission statements, set goals, and align tactics to processes and metrics. Performance initiatives are designed to maximize resources, eliminate waste, increase efficiency, and reach financial targets. Personal Side: Outside his professional focus and commitments, Lee resides in the mountains of Colorado with his devoted wife and two wonderful sons. The family spends their time in the great outdoors, traveling and living a health conscience lifestyle. Lee is an avid high-altitude hiker, foody and enjoys training his dogs. Career Summary: 20 years Executive and Applied Operations 5 years Management Consulting 5 years Financial Services Production Industry Sectors: Cannabis Protein Building Material Oil & Gas Field Services Industrials CPG