Companies we have advised and/or provided services to


Sojern was founded in Omaha in 2007 by Gordon Whitten and Bill Fisher. The company specializes in digital advertising in the hotel, airline, cruise, transportation and tourism industries. The company reaches more than 350 million in-market travelers per month and has generated more than $13B in direct bookings for its clients to date. Initial funding was provided by the founders, Tom and three other angel investors. Over $40M in additional funding has been provided by five of the most respected venture capital firms in the world. Sojern’s 400+ employees are now headquartered in San Francisco, with offices in Berlin, Dubai, Dublin, Hong Kong, Istanbul, London, Mexico City, New York, Omaha, Paris, Singapore and Sydney.


ePowerDoc is a management tool for hospital emergency departments. We provided general financial consulting to the owners of this company; we also helped them select an investment banker to evaluate their strategic alternatives.


Avantas is help-care software which generates staffing analysis and scheduling to hospitals. We provided general consulting services.


Local Omaha company with a strong management team that has done it before. We have provided accounting services, due diligence services for an acquisition and general board service to this company since inception. They perform integrated receivables SaaS processing for a variety of companies and industries.

D3 Banking

Originally named Lodo Software, D3 Technologies is a platform software that provides back-end services to large national banks. Initially, the company provided PFM software, but led by an excellent management team, the company shifted its strategy to be focused more on financial institutions who understand that digital products for their consumers are key to long term customer retention. We have provided facilities management, accounting and general board service to this company since inception.


USMPS was sold to Access Bank, an Omaha financial institution. The firm was founded by others that we knew in the payments business. We purchased control of the business and ran it for several years prior to selling its business to a local bank. We provided accounting, leadership and board services.


We are an investor and provide accounting services to this company that provides CCFL and LED lighting services to a variety of companies. The products are manufactured in China and Taiwan to custom specs provided by the management team.

Pure Energy

Pure Energy was a start-up company that provided inductive charging for mobile phones. The firm was previously known as Wild Charge. We provided consulting services to them when they were early stage. The firm was ultimately sold.


Eleos is a healthcare technology company that helps sensitize cancers to other pharmacological treatments. Treetop did financial analysis and accounting for the firm.


H3C is a healthcare software and consulting firm. We provided accounting services to the firm.
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