Our collaborative team of experienced, high-energy leaders is what makes us uniquely qualified to work with your company. When it comes to business consulting and leadership advisory, our reliable expertise will position your company for predictable, scalable revenue growth and a competitive advantage at this pivotal point in your organization’s future.
Why does our team work so effectively? In addition to having a wide range of experience in management consulting, we take the time to understand your business’ current situation and goals so we can offer the best guidance possible, whether you’re looking for higher management performance, future succession planning, pre and post-mergers acquisitions (M&A) advisory or company culture integration.
Our combined expertise includes:
We’re passionate about what we do and are committed to doing the best possible work for each and every client. Read about our background and expertise below, and please contact us to learn more about how our trustworthy business consulting and management advisory services can give your organization the competitive advantage you’re seeking!
Tony Quintong Jr. founded Securieon Group in 1999 after working with several venture capital firms during the dotcom growth and downturn period. Prior to Securieon, he began his management consulting career at Xerox and moved into a relatively unknown new market in the 1980s: the application software industry. Tony led the west coast operations for Computer Solutions (CS) which became PowerSoft acquired by Sybase, which he grew by more than 25 percent each year. Tony also led the revenue turn-around challenges at Convoy, a data migration company financed by several marquee venture capital companies including Draper Fisher Jurvetson and Woodside Fund.
Tony previously held board positions with CloudPhase Health, a cloud SaaS platform for Healthcare Information Technology, and is currently on the advisory board of N2M Advisory, a healthcare-focused technology marketing incubator and Asian Pacific Fund.
Tony holds a degree in Business Economics from UC Santa Barbara and an MBA with distinction from Saint Mary’s College.
Dr. Mark Lusnar is a consultant and educator with more than 25 years of management development experience. His leadership training and executive coaching builds skills in communication, emotional intelligence, motivation, presentation, negotiation, influence, conflict resolution, team-building, change management, decision-making, and collaboration.
Mark is also Adjunct Professor of Organizational Behavior, Strategic Leadership, and Team Dynamics at Dominican University of California and the University of San Francisco. He has taught additional graduate business courses in the MBA programs at Loyola University Chicago and Northern Illinois University.
Mark earned his doctorate in Psychology at Loyola University of Chicago, his MBA from the University of Notre Dame, and his Bachelor’s degree in Business at Loyola Marymount University in Los Angeles.
Simon is an experienced executive director, with over 25 years of experience in large international businesses including 10 years as CFO of two UK public companies with significant operations in the US in the Aerospace & Defence industry. He is a strategic and commercially minded UK Chartered Accountant (CPA equivalent).
Simon has a global track record in both rapid growth and distressed situations. He left “large corporate” life in 2017 and heads up Securieon’s Interim COO/CFO practice. He now advises business owners on strategy development and how to improve operational and financial performance to create sustainably higher valued companies over the long-term. His core skill is quickly being able to interpret financial information to diagnose key operational and financial performance issues. He will then formulate an improvement plan that will get to the root cause and solve these issues permanently.
His passion is real Value Creation and Value Based Management. He uses a Five Pillars of Value Creation model focusing on optimization of the underlying value drivers in a business (Growth, Profitability, Cash Flow, Return on Assets, and Governance) developed from the Stern Stewart principles of Economic Value Added or EVA. He has worked in, and sat on the Boards of, various companies that have added over $2.5bn of tangible shareholder value using this methodology.
His core approach is to review, agree and if necessary refocus strategy and/or the operational agenda to formulate and drive improvements in the Five Pillars model. He then utilizes his commercial and operational business skills to execute the actions necessary to deliver positive changes in financial performance and increase the long-term market value of the company. This business improvement agenda increases profit, frees up cash, improves cash conversion, and optimizes return on capital to enable sustained business recovery and/or optimal delivery of growth opportunities. Sustainability in improved performance is assured through implementation of best-in-class governance (including effective Enterprise Risk Management) as one of the five key pillars of true value creation.
Attributes of companies that he has seen in the type of clients he can help include:
Call Simon when you or someone you know in a senior management position needs decisive help to increase company performance and the overall market value of their company either for improved cash flow or prior to an exit.
Theresa Matacia is an accomplished corporate finance executive with deep experience in building, leading and advising companies through global business expansion, financial and operational planning approaches, and capital market transactions. As a strategic CFO, Theresa assists clients in achieving profitable organic and inorganic growth and develops and implements execution plans that address strategies for attaining goals and closing gaps. She leverages rigorous analytical discipline across the organization to facilitate decision making around actionable, scalable, measurable and sustainable strategies
With global industry expertise in business services and B2B technology software and services, Theresa has a solid track record of sourcing, executing and completing IPO/M&A transactions totaling $3 billion in value as well as numerous strategic alliance transactions. Her formula for deal success is rooted in bridging the gap between vision and execution, in addition to delivering on a comprehensive end-to-end M&A solution that aligns corporate strategy with anticipated deal synergies and captures deal value through a structured integration process.
After receiving an MBA in Finance, Theresa began a career on Wall Street as a sell-side equity analyst. During her 15-year tenure, she was widely recognized by large institutional investors for her financial and investment expertise in the business and IT software and services industries. An insightful expert, Theresa advised numerous senior management teams on strategy and positioning for their initial public offerings. Following her Wall Street career, Theresa led corporate finance and strategic business development for ADP, Charles Schwab, Scient, Inc., and ADESA, among others.
Theresa was awarded a Chartered Financial Analyst (CFA) diploma in 1991. Continuing education includes Harvard Business School Executive Education courses on “Strategic Negotiations” and “Leading Change and Organizational Renewal.”
For more than 25 years, David has been revitalizing underperforming brands. He provides trusted insight and strategic counsel on brand strategy and marketing issues to executives of emerging to mid-market companies. He has the proven ability to quickly analyze a company's business, diagnose issues and identify opportunities to create and implement strategies for sustained growth. These strategies are based on years of hands-on experience and utilization of proprietary methodologies to align brand and marketing to support business strategy. This approach is designed to be a highly collaborative process that produces superior results in a shorter period of time.
David’s thought leadership includes co-authoring: Before the Brand: Creating the Unique DNA of an Enduring Brand Identity (McGraw-Hill); His new book BrandFocus: Rebranding your Company for Success – a Step-by-Step Guide; and numerous articles. Prior to founding joining Securieon Group, David was and independent consultant, Managing Director of the FutureBrand and Executive Director of Landor Associates, the leading global strategic branding firms.
Amie Gray is a collaborative leader of business-driven innovation and strategy for high-tech, B2B companies. Silicon Valley clients have entered billion-dollar markets and realized millions of dollars in new market, new product and new technology opportunities.
Amie brings insight from more than 20 years in high-tech positions and business consulting. Her background includes international management experience with industry leaders Nokia, Inet Technologies (now Tektronix), Texas Instruments and Teradyne.
Amie is a strategic business advisor for Ad Agility, an ad-tech company founded in 2012. She is a board member for Super Stars Literacy, a literacy intervention non-profit serving low-income elementary schools, and an advisor for the Infuse Entrepreneurial Program. She previously held a board position on the San Jose Unified School District Community Advisory Committee for Special Education.
Amie holds an MBA from MIT Sloan School of Management and a Bachelor of Science degree in Industrial Engineering from Pennsylvania State University.
Founder of N3 Innovations
Tom Safir leads Securieon Groups Corporate Development services team. As an experienced senior executive, Tom held leadership roles in finance, manufacturing and strategic planning for M&A at Applied Signal Technology, Haystax Technology and Raychem over the past 25 years. Tom has an impressive track record of sourcing, executing and completing IPO/M&A transactions totaling $5 billion in value.
Tom earned his MBA from UCLA’s Anderson School of Business and a BS in Business Administration from the University of Connecticut.
Miles is a highly creative and multitalented M&A market analyst. He specializes in uncovering and synthesizing market information to help business owners make informed decisions for their companies. He has an extensive background is in experiential marketing, analysis and consulting in the Food/Beverage, Technology and Manufacturing industries.
Miles holds an MA in Management from the Wake Forest School of Business and received BA degrees in History and French from Wake Forest University.
Leyla Kulyyeva is a business development advisor. She performs primary and secondary market research within an industry, assesses sector trends, size markets, and prepares forecasts. She has experience in marketing data analytics and development of marketing plans to reach targets from brand awareness to product promotion.
Leyla came to Securieon from Middlebury Institute of International Studies, where she earned her MBA degree. As a Fulbright Scholar, Leyla has an expertise and extensive experience in conducting in international environment.