Overview

Centennial Advisory Group is a boutique financial services advisory firm which leverages its Wall Street roots to place senior talent at traditional and alternative investment firms, advise early-stage companies on financing options, and provide expert witness opinions in high-profile compensation and employment disputes.

EXECUTIVE SEARCH

Centennial Advisory Group brings over 25 years of experience to placing executive talent with alternative and traditional investment firms, banks, broker dealers, wealth managers and investment industry service providers. 

Our Job Function Expertise Includes:

• Portfolio Managers and Investment Analysts

• Deal Origination Professionals

• Sales, Marketing & Investment Product Distribution Executives

• Finance and Operations Leaders including CFOs and COOs

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Our Financial Services Sectors Include:​

• Private Credit & Direct Lending

• Private Equity 

• Hedge Funds

• Traditional Asset Managers

• Mutual Funds & ETFs
• Wealth Managers 

EXPERT WITNESS SERVICES

Centennial Advisory Group offers expert witness opinions and for employment, compensation and valuation matters. We provide expert reports and testimony at deposition and trial for both plaintiff and defense attorneys. We also provide executive compensation analysis for divorce, personal injury and wrongful death cases. 

Centennial has provided expert witness opinions for cases pertaining to several industry segments including, investment management, private equity & venture capital, hedge funds, wealth management, banking & capital markets, entertainment & media, and other industries.

Centennial Managing Partner Frank Carr, has particular expertise in the areas of hiring, employment and compensation for financial services executives, as well as in the sales and distribution process for investment products, both at the retail and institutional level.  

CAPITAL FORMATION FOR GROWTH COMPANIES​

Centennial Advisory Group represents companies operating in several sectors, and has assisted with raising growth capital, providing corporate or asset valuations and representing owners in the sale of their business. Specific assignments have included:

• Financial advisory for a world-renowned crafts company in New Jersey
• Financial advisory for a Medical Software and Device company in California
• Valuation of licenses & copyrights for a growing educational publishing company 

We guide our clients through early stage financing options, including the use of cost-effective venture debt and other forms of private credit.