COMMITTED TO ENTREPRENEURS

Capfluent focuses solely on supporting entrepreneurs in achieving their vision. We work directly with founders to help grow their businesses and meet their long-term goals.

FLEXIBLE ENGAGEMENTS

Our clients range from passionate, pre-revenue start-ups to established, $50M+ revenue companies. Capfluent offers clients a variety of engagement models – from one-time projects to long-term initiatives.

RESULTS-DRIVEN SOLUTIONS

We deliver multi-faceted solutions that help clients create sustainable and dependable outcomes that build shareholder value. 

LEVON TERRY

CEO

LeVon has spent more than 20 years working with entrepreneurs on finance, business strategy and value realization. Prior to Capfluent, LeVon was the Director of Finance and Portfolio Strategy for a private equity firm focused on providing capital solutions for the industrial hemp industry. He honed his expertise in financial modeling and analysis, investor communications, capital formation and sales management during his tenure at a Silicon Valley based fintech startup, a global investment bank and an institutional money management firm. LeVon leverages his deep experience by working directly with clients to create business plans and financial projections, optimize operations, lead investor relations, direct capital raising efforts, and build successful sales teams in emerging markets. LeVon received a BSc in Economics from the University of Dayton.

WES CAMPBELL

President and CEO, Campbell & Associates, LLC

Wes brings more than 20 years of experience as an accounting and finance professional serving clients in the US, Middle East, Europe & Africa. His career has focused on advising private/public companies on complex accounting and capital market transactions such as mergers & acquisitions, divestitures (carve-outs/spin-offs), IPOs, debt/equity offerings, GAAP conversions and joint ventures.

Wes began his career as an auditor with PwC in Chicago, specializing in financial and internal controls audits for healthcare, manufacturing, and pharmaceutical companies. In 2010, he joined PwC’s Capital Markets & Accounting Advisory practice in Zurich, Switzerland where he led accounting advisory services on a variety of transactions involving merger & acquisitions, divestitures and IFRS conversions for Foreign Private Issuers. He has also advised companies on responding to SEC comment letters and has been involved on a number of debt offerings for private clients.

In 2013, Wes relocated to Philadelphia, Pennsylvania with PwC and led US GAAP, IFRS and SEC accounting advisory services on multinational corporations in a variety of different industries. In 2014, Wes left public accounting and accepted a position as the Director of Consolidation and Technical Accounting for ARYZTA, a Swiss public company with over $4 billion in annual revenue.

In 2016, Wes returned to the United States. He is currently President/CEO of Campbell & Associates LLC located in Denver, Colorado.

Wes is a Certified Public Accountant in the State of Illinois. Wes received his BA in Finance and Accounting with an International dimension from Indiana University. He is a member of the AICPA.

CHRISTOPHER GANTZ

Managing Principal, Head of Software Technology Research & Development, Pioneer Global Advisors, LLC

A principal data scientist and senior quantitative research professional, Chris specializes in developing automated reporting and investment analysis of active and passive investment strategies in various software frameworks and platforms.

Prior to joining Pioneer Global Advisors (PGA), Mr. Gantz was a Sr. Investment Analyst/Portfolio Manager and lead Data Scientist for AMG National Trust Bank in the Investment Research and Capital Management Group, respectively. In this position, his primary role was to enhance quantitative elements of numerous vital analytic software models and tools used by the Investment Research, Portfolio Trading, and Equity Portfolio Management teams to conduct investment research, analysis, and forecasting. 

In 2020, Chris left AMG to become a Managing Principal and Head of Research & Development and Solutions Engineering with Pioneer Global Advisors (PGA). In this position his primary role is to utilize his strong background in statistics, engineering, computer science, finance, and investment management to lead the applied quantitative finance research and solutions engineering capabilities with an emphasis on M&A transaction services along with investment and risk management research in the specific areas of exploratory, predictive, and causal inference methodologies.

In addition to his work with PGA, he is also an adjunct Faculty member with the University of Denver, Daniels College of Business online MBA program and an affiliate faculty member with the Anderson College of Business and Computing at Regis University.

Chris holds a B.S. in Computer Science with a minor in Physics and a B.S. in Mathematics with a minor in Economics from the University of Denver, an M.S. in Computer Science from the University of Colorado - Boulder, an M.S. in Finance from the University of Denver - Daniels College of Business and is currently a Ph.D. Candidate in Electrical and Computer Engineering at the University of Denver - Ritchie School of Engineering & Computer Science.