Your 'dream team' to get it done — knowledgeable, capable, and years of experience.
CMA TEAM LEADERS
35+ Years Entrepreneur & Business Advisor
26+ Years in the Capital Markets
260+ Capital Market Campaigns
$2.6B+ Capital Formation/M&A Engagements
Geoffrey C. Plank, Managing Partner & Head of Communications
Geoffrey is an accomplished entrepreneur and corporate communicator, expert in public relations and financial communications, investment analysis, corporate messaging and crisis management.
He has applied these abilities in business development and management, capital formation, public and investor relations, and high-tech retail in a multifaceted career spanning more than 35 years.
Over the last 26 years, he has led more than 260 investor relations and corporate communications campaigns involving more than $2.6 billion in capital formation, M&A and divestitures for private and public companies across a broad range of industries.
He made his first mark on the financial community in the early ‘90s as managing editor of the venerable micro-cap newsletter, OTC Growth Stock Watch, which was regularly quoted by Fortune, Barron's and Investor Business Daily, and featured on CNBC.
He subsequently co-founded and lead two highly successful PR & financial communications firms in Boston (1992) and West Palm Beach (1995), and was a principal of a consultancy for socially responsible start-ups, including VeteransAdvantage.com (1999).
He began his career in 1986 as a founding partner and manager of the highly-acclaimed San Francisco Bay Area retail chain, ComputerWare, which was twice highlighted in Inc. Magazine's list of 500 Fastest Growing Privately-held Companies, once ranking 5th. As one of the nation’s first all-Apple stores, ComputerWare was recognized for its superior customer service in Guy Kawasaki's seminal book on marketing, "The Macintosh Way."
A Michigan native, he proudly embodies the Midwestern values of hard work, honesty and persistence.
Specialties: Public capital markets navigation, strategic communications, financial writing, finance and investment analysis, corporate messaging, investor relations, public relations, business development and management, investment banking, capital formation, mergers and acquisitions, business start-up and management, sales and marketing, graphic design, sales training, crisis management, personal and enterprise IT, high-tech retail, and rolling sushi.
27+ Years Capital Market Experience
175+ Capital Market Campaigns
$1.5B+ Capital Formation/M&A Engagements
Ron Both, Managing Partner & Head of Capital Markets
Ron is a dynamic and highly-effective communicator, with unparalleled contacts in the investment community,
With more than 26 years in the capital markets and 20 years in investor relations, Ron is an expert in understanding the investment strategies of brokers and institutional investors. His skills and experience enable him to champion highly successful investor relations and capital formation campaigns for companies at every stage of development.
Altogether, he has led more than 175 major investor relations campaigns involving more than $1.5 billion in capital formation, M&A and divestitures for dozens of private and public companies. He has provided strategic communication strategies for more 20 mergers and acquisitions.
Ron's earlier experience in the brokerage and investment banking industry includes branch manager for HR Financial (Olde), institutional broker with B.C Ziegler, trader at La Salle St. Securities, and investment officer with M-I Bank. Degree in economics from the University of Wisconsin and is a stalwart Packer fan.
Specialties: Capital markets navigation, deal and non-deal roadshow, strategic communications, finance and investment analysis, corporate messaging, investor relations, business development, investment banking, capital formation, mergers and acquisitions, SEC compliance, sales and marketing, and a sense of humor that keeps you in stitches.
8 Years' Experience in the Capital Markets
50+ Investor Relations Campaigns
$500M+ Capital Formation, M&A, Divestitures Engagements
Grant Stude, Director of Communications & Operations
Grant is an extraordinary talented investor relations professional with extensive experience in financial and investment analysis, strategic financial communications, and corporate messaging. He brings to CMA clients deep knowledge and skills in business management, processes and communication logistics.
Over the course of the last nine years, Grant has executed 50+ investor relations campaigns for both private and public companies across a range of industries.
Grant’s earlier experience in investor relations includes working with micro- and small-cap companies to implement a client-specific strategy that effectively communicate their story. BS in Finance from Indiana University with a minor in Psychology.
Specialties: Capital markets navigation, strategic communications, financial writing, finance and investment analysis, corporate messaging, investor relations, public relations, crisis management, graphic design, and known to work longer than the Energizer Bunny.
11 Years’ experience in business development & advisory, private equity, investor relations, and Capital Markets
100+ Capital Market Campaigns for Private & Public Companies
$100M+ Capital Formation
Garrett Hale, Managing Director
Garrett supports CMA clients with more than 11 years of experience in the capital markets, private equity, and business development. Armed with an extensive client book of venture capitalists, family offices and angel investors, Garrett is an expert in investor relations and rapid capital formation for emerging growth companies.
Before CMA, Garrett was a member of the ROTH Capital Partners Private Capital Group, advising and providing capital formation for growth-stage private companies in the technology, software, Med-tech and consumer industries.
He founded and directed the San Diego trade organization, SD Sport Innovators (SDSI) in partnership with NBA Hall-of-famer, Bill Walton. He lead SDSI’s mission to provide capital formation, mentorship, and networking opportunities to sports and active lifestyle companies in SoCal. He grew SDSI membership to 80+ companies, ranging from service providers to large sports-centric organizations.
As a San Diego native, with family from the southern and eastern states, Garrett possesses the natural ability to connect with others, and embodies the ethics of hard work, integrity, and persistence. Southern Methodist University (SMU), Business Economics & Public Policy. Series 7 and 63 licenses.
Specialties: Capital markets navigation, Cannabis industry expertise, deal/non-deal roadshows, strategic communications, finance and investment analysis, corporate messaging, investor relations, business development, capital formation, business start-up, networking, sales & marketing, and interpersonal connections