Our Business Restructuring & Advisory Team
Meet the professionals behind Regroup Partners and the experience, communication, and financial perspective they bring to complex business situations.
Experience Behind Every Engagement
Regroup Partners brings together professionals with experience across business restructuring, financial analysis, operations, creditor coordination, and client relations.
Our boutique structure allows the team to remain closely involved in each engagement. Rather than approaching every situation the same way, we work to understand the business, its financial circumstances, and the people involved.
That combination of specialized experience and direct communication helps our team support business owners through complex financial situations with a clear, organized approach.
Meet Claudia Stefano
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 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 coordinated with financial institutions, alternative lenders, legal counsel, business owners, and restructuring professionals. Her approach emphasizes direct communication, practical problem-solving, and an understanding of the broader financial picture.
Areas of Expertise
Senior Advisory Team
Meet the professionals supporting Regroup Partners engagements across finance, restructuring, operations, analysis, and client coordination.
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.
A Collaborative Restructuring Team
Complex financial situations can involve multiple issues at once. Our team brings together different areas of experience so each situation can be viewed from more than one perspective.
When specialized service support is required, clients can explore Regroup Partners' dedicated business advisory services.
Direct Involvement
A boutique model designed to keep experienced professionals involved in client engagements.
Cross-Functional Perspective
Experience across finance, restructuring, operations, creditor coordination, and client communication.
Clear Communication
An emphasis on keeping business owners informed while complex financial issues are being evaluated.
Experienced Leadership
Leadership shaped by more than 21 years of industry experience and professional relationships.
Learn More About Regroup Partners
Learn about our firm or explore the dedicated services our team provides to businesses facing financial complexity.
Start a Conversation With Regroup Partners
If your business is facing financial complexity, contact our team to discuss your situation and learn which Regroup Partners service may be relevant.
Regroup Partners provides business advisory and restructuring services and is not a law firm or provider of legal advice.