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
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
DANIEL A. CARR
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.
BROCK R. RUMBAUGH
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.