PRINCIPAL
Adam Dooley
Executive Chairman & Founder
Leads sponsor formation, capital structuring, and post-merger integration across the full transaction lifecycle.
01 / WHAT THE TEAM BRINGS
What the team brings.
Operating Judgment
Building, leading, and scaling companies through institutional transition points.
Capital Markets Discipline
Transaction structuring, investor positioning, financing strategy, and listing execution.
Governance Credibility
Public-company board experience, committee readiness, reporting cadence, and director recruitment.
Founder Alignment
Preserving leadership continuity, culture, and long-term strategic control.
02 / LEADERSHIP
WHO RUNS THE MANDATE
The Partnership.
Accountable from mandate through post-close execution.
Our professionals have supported companies through public listings, complex transactions, sponsor formation, strategic alternatives, and public-market preparation across multiple firms and platforms.
PRINCIPAL
Peter Wright
Chief Executive Officer
Advises sponsors and growth-stage companies on public-market readiness, investor positioning, and transaction execution.
PRINCIPAL
Saurabh Shah
Chief Operating Officer
Securities attorney; formerly Special Counsel at the U.S. Securities and Exchange Commission. Expertise in financial transactions, compliance, and regulatory structuring.
PRINCIPAL
Arron Smyth
Managing Partner, United Kingdom
Leads EMEA origination and deal structuring with two decades of experience in banking and cross-border investment execution.
PRINCIPAL
Andrej Veskovic
Business Development Director
Originates relationships with high-growth European companies evaluating public-market access and transaction positioning.
PRINCIPAL
Katherine Paulson
Chief Marketing Officer
Leads brand and distribution strategy. Former CMO, CR Capital Group; senior marketing leadership at MetLife.
03 / ADVISORY NETWORK
ASSEMBLED PER MANDATE
Built around each company.
Relevant experience assembled around each company.
Each mandate requires a different mix of judgment and experience. We assemble advisory resources around the company’s sector, growth plan, governance needs, capital structure, and public-market narrative, while keeping the engagement focused on the strategic decisions that matter most.
Public-company governance
Public Company Governance
Louis Caldera
Former Secretary of the U.S. Army; Public Company Director
Financial Operations
Elizabeth Mora
Board Director, MKS Instruments (NASDAQ: MKSI)
Fintech Leadership
Anil Arora
Senior Partner, TIFIN Group; Director, Conagra Brands (NYSE: CAG)
Capital markets and transaction execution
ECM & Advisory
Thorsten Dueser
Senior Advisor, STJ Advisors; Founding Shareholder & CFO, Recyclium
Equity Research
Jonathan Rosenzweig
Fractional CFO & Capital Markets Advisor
Capital Markets
Daphne Huang
CEO & CFO, Dr Ashleys Ltd.
M&A Due Diligence
Greg Peterson
Former M&A Due Diligence Leader, PwC
Cross-Border M&A
Tommaso Breschi
Private Equity & M&A Advisory
Corporate Finance Law
Paul Galleberg
President, PV Asset Management LLC
Operator and sector judgment
Consumer Brands
Brandon Stephens
Founder, Tortilla Mexican Grill
RIA Operations
Matt Sonnen
Chief Operating Officer, Coldstream
Wealth Management
Kevin Beard
Chief Growth Officer & Founding Partner, Atria Wealth Solutions
Private Banking
Peter Scaturro, Sr.
Founder, PKS LLC; Former Partner, Goldman Sachs
Growth Strategy
Rebecca Macieira-Kaufmann
Founding Member, RMK Group
Venture Capital
Jacqueline Shoback
Co-Founder & Managing Director, 1414 Ventures
Risk, regulatory, and oversight
Risk & Analytics
Paul Shotton
Founder & CEO, White Diamond Risk Advisory
Regulatory Defense
Shawn Collins
Consumer Regulatory & Class-Action Defense Counsel
Investment Advisory
Robert Feller
Trustee & Chairman of the Investment Committee
Brand and stewardship
Media & Brand
Samantha Harris
Television Host, Author & Wellness Advocate
Nonprofit Leadership
Perry G. Hines
President & CEO, Wheeler Mission
04 / EXECUTIVE PERSPECTIVE
Paul Shotton on the inflection points that define a career.
Next Step
Speak directly with a Belay principal.
For sponsors, founders, CEOs, and boards evaluating a public-market pathway, a senior Belay principal can help assess readiness, strategic fit, governance needs, and the advisory support required before entering the market.