Welcome to Birch First Strategic Advisors LLC...

About Us

Together we can achieve more

Our leadership team is comprised of seasoned professionals

With decades of combined experience and expertise in banking and finance, business development and management, mergers & acquisitions, regulatory compliance, sales and marketing and technology, our team is well-positioned to assist our clients.

PIER S. BJORKLUND

President & Chief Strategist

For the past 20 years, Pier S. Bjorklund has served as an advisor and consultant on capital markets and fund raising efforts for various private and public companies. He’s been engaged as a turn-around specialist dealing with distressed companies and those under regulatory scrutiny. As such, his expertise has made him a sought after advisor for micro-cap and emerging growth clients. In 2004, he began a consulting practice concentrating on business administration and development, corporate restructuring, marketing and sales, M&A due diligence and deal structures, and SEC regulatory compliance, and transitional management support.

Later in 2007, Birch First Advisors LLC was formed to provide advisory, business consultation, investments and management services. Mr. Bjorklund continued to expand operations with the formation of a U.S. Virgin Islands exempt company in 2009 to hold investments in U.S. based securities for foreign domiciled investors. In 2011, he formed a U.S. based “accelerator” fund, Birch First Capital Investments LLC. In 2014, he formed Birch First Alternative Capital Fund LP, a boutique alternative capital fund to provide short-term business financing for go-to-market stage companies. More recently, Mr. Bjorklund formed the Birch First Opportunity Zone Venture Fund LP to capitalize on real estate and venture capital investments in projects located in U.S. opportunity zones. Today, Birch First specializes in offering consultation and investments for startups and later stage pre IPO companies seeking funding available under the Job Act of 2012.

Overall, Mr. Bjorklund’s knowledge and experience includes administration and management support, advertising campaign creation and deployment (radio, print and Internet), business growth strategies, consumer loyalty programs, distribution partnerships, e-commerce platforms, operational integration and compliance, product development, promotional events management, sales and marketing programs, public and investor relations, and more.

His business sector experience includes aviation, banking and finance, data marketing and management, dietary supplement and skincare product development and sales, entertainment (film, music and TV), financial products and services (debit card and stored value programs), hospitality marketing and management, liquor promotions, mining exploration and refining, promotional and sporting goods products, wild caught seafood production, processing and sales. During his career, he has represented transactions totaling over USD $500 million and provided marketing services for top-charting entertainers with combined sales over USD $1 billion

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DANIEL A. CARR

Business Process Mgmt.

Dan’s skills as an entrepreneur and leader have grown through hands-on involvement with dozens of companies. As a developer of ERP software for manufacturing, he has also held leadership positions in various private and publicly traded companies. Notably, he was the founding CIO of a billion-dollar pharmaceutical company.

Dan’s business ventures span technology, software, and charitable organizations. He is the author of Common Sense ERP and frequently speaks in public venues. His expertise includes software design, strategic planning, finance, sales, and marketing. He currently resides in Novi, Michigan, and leads companies in management consulting, fintech, and medical devices.

Practical Business Advisors

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BROCK R. RUMBAUGH

Special Projects

Brock Rumbaugh, an Ohio University graduate and former student athlete, holds a degree in Food Science and Management. With experience in the dietary and sports supplement industry, Brock’s passion for entrepreneurship led him to join Birch First. He brings a fresh, out-of-the-box mindset to the team, guiding clients with his new-age perspective.

A die-hard Ohio State and Columbus sports fan, Brock relocated from Dallas to West Palm Beach, Florida, to further his career. He is involved in his family’s nonprofit, The Laurie A Rumbaugh Family Foundation, which supports global education projects for underprivileged children.

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PETER S. BJÖRKLUND

Financial Technology Analyst

COMING SOON

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We build lasting relationships

Our mission is to provide comprehensive services through a cohesive approach of focused growth strategies, staged financing, and management controls to foster growth and promote successful business opportunities with limited risk and maximum returns.
Birch First Trust, a Delaware Statutory Trust Company, is the parent company to a group of related Birch First entities providing Asset Management, Business Consultancy, Capital Finance, and Marketing Services to private and public company since 2007. We are headquartered in Palm Beach, Florida, with international business trade, e-commerce, manufacturing and fund management operations in the U.S. Virgin Islands. We have specialized interests in biotech, blockchain applications, consumer products and services, cryptocurrency, cybersecurity, data analytics, education, energy, finance, healthcare, hospitality, manufacturing, precious metals, and technology sectors.

Asset Management

Our current asset management services are primarily for our own portfolio of companies, which represent early stage (angel) investments into the clients we serve. Most of these investments have been made by Birch First and its principal partners, but in some cases, other investments have been made by Birch First Alternative Capital Fund LP, a boutique investment fund managed by Birch First Capital Partners, LLC.

Business Consultancy

The success of any business is directly linked to its ability to make educated decisions on strategic business matters in the shortest, most efficient way possible to capitalize on opportunities and to generate anticipated revenues and profits. Our pragmatic approach to solving short-term and long-term business problems, including flexibility and sensitivity to individual client’s needs, provides reasonable solutions to position our clients for success provided by Birch First Strategic Advisors LLC.

Capital Finance

Without proper capitalization even the most lucrative of business opportunities may find it difficult to succeed. From start-up capital to growth capital needed to expand operations, access to strategic financing is paramount. Our goal is to identify the most logical and effective financing options available to finance our client companies and projects. In some cases, interim funding is lead by our own investment capital provided by Birch First Capital Investments LLC.

Marketing Services

We understand the hardest part of growing a business is access to clients, customers, and more importantly investors. We offer a full-service approach to all digital marketing needs from branding, lead generation, product and services sales, and capital fundraise efforts. Our mission is to provide simple and integrated data, marketing and technology solutions provided by DataNetrics LLC and its partners.
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