Experience That Delivers Results
Our leadership team brings over two decades of hands-on experience in business restructuring, financial advisory, and creditor coordination. We combine institutional-grade expertise with boutique-level personal attention to deliver measurable outcomes for businesses facing financial complexity.
Claudia Stefano
Chief Strategy Officer
Claudia Stefano brings over 21 years of experience in business restructuring and financial advisory, specializing in creditor coordination and merchant cash advance (MCA) portfolio management. As Chief Strategy Officer, she leads Regroup Partners' strategic initiatives and oversees complex restructuring engagements for businesses facing financial challenges.
Throughout her career, Claudia has successfully coordinated with major financial institutions, alternative lenders, and legal counsel to develop practical solutions that preserve business value while addressing creditor concerns. Her expertise in MCA advisory has helped numerous business owners navigate the complexities of alternative financing and develop sustainable cash flow strategies.
Known for her hands-on approach and ability to build consensus among diverse stakeholder groups, Claudia has established Regroup Partners as a trusted intermediary between business owners, lenders, and restructuring professionals. Her commitment to transparency and practical problem-solving has earned the firm strong relationships across the financial services industry.
Areas of Expertise
Professional Recognition
- •21+ years in business restructuring and financial advisory
- •Women-owned business leader and entrepreneur
- •Trusted advisor to financial institutions and alternative lenders
Senior Advisory Team
Our experienced professionals bring deep expertise across restructuring, finance, operations, and client relations.
Michael Harrison
Senior Financial Advisor
15+ years in corporate finance and distressed debt advisory. Specializes in complex creditor negotiations and debt restructuring strategies for middle-market businesses.
Carolyn Wade
Senior Restructuring Advisor
12+ years guiding businesses through operational and financial turnarounds. Expert in stakeholder management and developing sustainable restructuring plans.
William McCoy
Financial Analysis Director
10+ years in financial modeling and cash flow analysis. Develops data-driven strategies for businesses facing liquidity challenges and alternative lending complexities.
Patricia Conolly
Operations Director
14+ years optimizing business operations during restructuring engagements. Focuses on operational efficiency, vendor management, and cost reduction strategies.
Robert Sullivan
Senior Business Consultant
13+ years advising businesses through financial transitions. Specializes in lender coordination, MCA portfolio management, and strategic business planning.
Laura Kaiser
Business Analyst
9+ years managing client relationships and coordinating between business owners, creditors, and legal counsel. Ensures seamless communication throughout restructuring engagements.
Confidential Business Review
Submit your situation before pressure escalates.
If your business is facing MCA debits, UCC lien activity, creditor threats, lawsuits, or judgment risk, Regroup Partners can review the situation and determine whether our firm is the right fit.
Speak with an advisor immediately
954-234-2300Disclaimer: Regroup Partners is not a law firm and does not provide legal advice. Services are business advisory and restructuring services for business obligations, not consumer debt.