He provides strategic and legal advice in their investment and general corporate strategies, including leveraged buyouts, mezzanine financings, growth capital transactions, early and late state private equity investments and secondary transactions.  He represents family, founder, and entrepreneur-owned businesses as general corporate counsel and as a sell-side advisor.  He has represented a variety of companies in sectors such as technology, manufacturing, health care aerospace and defense, gaming, and business services.

He is also the founder of NB Advisory, an advisory and consulting firm working with growth stage technology businesses on corporate development, strategy, and finance.

At Berkshire Partners, a leading growth-oriented private equity fund, Neel evaluated new investments in the tech/telecom and consumer/retail industries. He also worked closely with the executive teams of several portfolio companies including retailers Aritzia and Party City, where he was a Board Observer. At the New York Times, Neel evaluated investments in ad tech, business intelligence, and mobile. At Bain, Neel advised clients across industries and worked with several large private equity funds on strategic diligence.

Neel is a graduate of the University of Michigan and Harvard Business School.

Evan received an M.B.A. from Northwestern University’s Kellogg School of Management in 2002 with a concentration in finance. In 1997, he received a B.B.A. from the University of Michigan with a concentration in finance and accounting.

Evan currently serves on the Board of Directors of Choice Slocum Holdings, LLC, Elgen Manufacturing Company, Glunt Industries Inc., Storage Solutions, Inc. and TGR Industrial Services.

He is a native of New Jersey, but has lived in the Chicago area for over twenty years, and is currently residing in Northbrook, IL with his wife and two daughters. Evan’s non-work activities involve coaching his daughters’ softball, basketball, soccer and any other sporting activity that involves a ball as well as playing platform tennis.

His day to day is typically focused on oversight of Coreio’s corporate functions, including finance, sales, marketing, strategic planning and corporate development—but like all of Coreio’s team members, his first priority is our clients.

Over almost 20 years working within and across the financial services industry, David has built a wealth of experience as a seasoned executive. His career has strongly focused on private equity, investment banking and capital markets, and he has developed unparalleled expertise on the evolving needs and requests of these unique business units.

Prior to leading the Coreio team, in 2013, David founded Wherewithal Partners, a niche investment firm established for the purpose of acquiring and growing niche-oriented cash-generative businesses in Canada.

David built his career across a number of financial services and professional advisory organizations. He has experience in private equity, as a member OPTrust Private Market Group’s Investment Committee, engaged in sourcing, structuring and underwriting c.C$450 million of investments across North America. He has also worked in investment banking with the Financial Sponsors Group at Bank of America, providing M&A and acquisition financing advice, and in business and corporate development at two internet-enabled service providers. David began his career at Arthur Andersen in their Assurance and Business Consulting divisions, focused on financial services companies and owner-managed enterprises.

David holds an MBA from the Wharton School at the University of Pennsylvania, a B.Comm from the University of Toronto and a Chartered Accountant designation. He is active in the not-for-profit community and is a strong supporter of a number of children’s charities including a five-year stint on the Board of Directors of Centennial Infant and Child Centre from 2008 to 2012.

David is an avid golfer and traveler, and lives in Toronto with his wife and three children.