Principals

Jeff Batton Jeff Batton is a serial entrepreneur that has been a growth-stage executive for many businesses and investors throughout the US. His experience includes long-term leadership roles with a wide range of businesses and in almost every possible executive-level role. He has been directly involved in more than $200 million in transactions for venture-backed and HomeGrown businesses across the Northwest and in billions of dollars of funding for public companies. Most recently, he was a key team member at Blackmore Sensors & Analytics, where his work culminated in an oversubscribed Series B funding event of ~$18mm in early 2018 that included investments by BMW and Toyota, making it the best-funded startup in Montana in decades. He has also held key roles at Alaska Growth Capital (for-profit CDFI with over $130mm under management), Ecotrust (impact investment pioneer with just under $100mm under management), and MOFI (non-profit CDFI with over $100mm under management).

https://www.linkedin.com/in/jeff-batton-04188/

Bill Stoddart is also president/founder of NorthFork Financial, a fiduciary planning and advisory firm that integrates wealth and purpose and that manages over $70mm in client assets. He is a founder of GreenDrinks Bozeman and CeedNET, a nonprofit focused on community investment. He recently completed a 9-month Fellowship with the RSF Capital Institute, where he worked with fellow financial activists from across the country as they designed a variety of initiatives to further social justice and environmental sustainability.  He has served on the Downtown Bozeman Urban Renewal District Board since 2010 and the Bozeman Public Library Foundation Board and Headwaters Economics Board for the past three years. He is also active with several national impact investing groups.

https://www.linkedin.com/in/bill-stoddart-8182849/

Associates

Wes Shifrin is a graduate of the University of Colorado with a bachelor’s degree in Finance and Accounting, and is currently enrolled as a candidate in the CFA Program. He has worked with start-up and established companies across the West to build financial models and provide high level strategic direction. Wes has worked on all aspects of deal structuring, due diligence, and deal servicing for HomeStake portfolio companies, and also analyzes publicly traded environmentally and socially responsible investment portfolios at Northfork Financial.

https://www.linkedin.com/in/wes-shifrin-bba0633b

Austin.jpg

Austin Smith grew up near Gardiner, MT and has a B.A. in Global Affairs with a focus on Economic Development from Yale University. She  has experience in business development and acquisition analysis, particularly in the EdTech space. She focuses primarily on forging mutually beneficial partnerships and performing due diligence on potential acquisitions and investments. Austin is also an experienced grant writer and has won a number of RFPs in California, Florida, Indiana, Michigan, and elsewhere.


Advisors (Montana)

Susan Carstensen

Seasoned executive in technology companies. Board member and/or advisor for numerous regional growth businesses. Current and former affiliations: RightNow Technologies, Powerhouse Technologies, Quiq, WorkFront, Socrata, DA Davidson, Foundant, PFL.com.

Justin Bigart

Serial entrepreneur with long-term successes in both Main Street and fast-growth software businesses. Current and former affiliations: Old Sole Projects, SageBorn, Wisetail.

Jeremy Brown

Experienced securities attorney, in-house counsel for (public markets) capital management company. Current and former affiliations: Front Street Capital (Tarkio Fund), Dorsey & Whitney LLP, K&L Gates.

Eva  Skidmore

Marketing, sales and go-to-market strategist and practitioner for organizations of all sizes. Current and former affiliations: Salesforce, Socrata, Bozeman Area Community Foundation, KERB, Oracle, RightNow Technologies.

Jeff Welch

Seasoned branding and business strategist for national and international brands. Current and former affiliations: MercuryCSC, First Interstate Bank, Montana Office of Tourism, Distill Productions, FarBank Enterprises (Sage/Redington/RIO), FishingOwl Farm.

Carl Borgquist

Pioneer in renewable energy, deep experience in succession planning & wealth management. Current and former affiliations: Absaroka Energy, DA Davidson, US Navy.


Advisors (National)

John Katovich -- Cutting Edge Capital, datavest, The Food Commons, Sustainable Accounting Standards Board

Joel Solomon -- Renewal Funds, RSF Social Finance, Tides Canada

Gary Holmquist -- Community Reinvestment Fund, seasoned commercial lender