ABOUT
CHURCHILL TERRY
Business Insight. Financial Foresight.
At ChurchillTerry, our advice is rooted in a deep understanding of your business’s finances. Our advisors are seasoned experts with strong backgrounds in investing, finance, and economics. Many have a history of successful business ownership or have held C-level positions with P&L responsibility. This unique blend of financial acumen and business experience allows us to provide valuable, comprehensive guidance to middle and lower-market companies.
JOHN TERRY
The Professor
Thirty years of experience in technology, sales and finance in companies of all sizes and phases. John pairs more than twenty years as a successful entrepreneur with seventeen years as an adjunct professor at one of the top ranked business schools in America where he teaches entrepreneurship, private equity, and venture capital.
A life-long musician, willing to lay down a bass groove at the drop of a beat.
Brian Bartles
The Economist
Twenty years of experience as an analyst, investment banker, entrepreneur, consultant and Ivy League economist. Brian won an award at Princeton (from then-department chair Ben Bernanke) for his senior thesis in international currency arbitrage, as well as a second degree in international politics, and an MBA from Wharton.
Brian grew up as a baseball pitcher who continues to enjoy odds-making in sports as well as politics.
OUR DIFFERENCE
The Cornerstone of Success
Owner-managed businesses have unique challenges that require a distinct approach. These businesses often have deep industry expertise but limited general management experience, and a close-knit team where new ideas can be difficult to introduce. When important decisions arise—often with significant personal and financial consequences—they require an understanding of MONEY, TEAM, and STRATEGY.
At ChurchillTerry, we provide this rare combination of expertise, acting as both an educational resource and a trusted partner to help you successfully navigate these pivotal moments.
OUR RANGE OF EXPERTISE
Client Industry Makeup
