Our purpose is unleashing YOUR growth.
Our passion is developing YOUR talent.
Our promise is to be trustworthy, inclusive, genuine, passionate and holistic, ALWAYS.
Your growth team of trusted advisors include:
Paul Sherman
Co-Founder and Managing Director
Dynamic C-suite leader
Strategy, operations, customer service, finance and business development
Healthcare services and technology, commercial real estate and multi-unit restaurants
PE-owned, public, family offices and entrepreneur-founded
As co-founder of ShermanSamuels, I have great passion for developing talent and ability to enhance culture, professionalize and transform highly motivated teams to exceed expectations. I build authentic relationships focused on helping people, with a healthy mix of self-awareness, humility, curiosity and confidence.
I humbly accepted South Florida Business Journal’s 2011 CFO Award for the large private company category and was a finalist again in 2016. I am a proud Board Member and Audit Committee Chair of Step Up For Students and Co-Founder and Board Member of South Florida Business Forum – connecting business leaders.
Jay Samuels
Co-Founder and Managing Director
Dynamic senior leader
Financial modeling, business planning and strategy
Healthcare services and technology, commercial real estate, multi-unit restaurants and investments
PE-owned, public, family offices and entrepreneur-founded
As co-founder of ShermanSamuels, I am a senior executive with thirty years of experience leading business strategy, financial modeling, financial reporting, operations and business development.
In my spare time, I create, code and build a system of complex financial models including a proprietary global macro investment platform featuring investment models and dashboards. I am a trusted advisor, investor and trader.
Kara Murtha
I am a business leader with 26 years of experience working in a variety of industries where I have helped define and implement solutions for executive teams. I truly enjoy the challenge of solving a problem and then putting processes in place to maintain the solution.
Brent Alvord
Managing Director
C-suite leader with Board Experience
Sales, marketing, business development, distribution, strategy, operations, inventory management, IT, customer service, supply chain logistics, franchise businesses, customer profitability, business intelligence, finance and financial modeling
Healthcare services, technology, distribution, logistics, commercial real estate, franchising, purchasing groups, practice roll-ups and multi-unit restaurants
PE-owned, public, family offices and entrepreneur-founded
Experienced with complete cycle of investment – raising capital,
acquisition, increasing value of business and successful exit
Ambidextrous skill set (even English/Spanish bilingual) and able to advise on a wide range of topics and industries – from B2B/B2C sales and marketing to data and dashboards to getting deals done.
Currently serving on the board for two for-profit businesses and previously served on the board for several non-profit businesses. Scoutmaster for local Boy Scout Troop that has a very high rate of Scouts achieving their Eagle Scout rank.
Patrick Baisley
Commercial and operational financial planning and analytics,
customer profitability, loyalty programs, strategy, sales, distribution,
operations, customer service, and business intelligence.
Healthcare services, technology, distribution and logistics
PE-owned and entrepreneur-founded
Experienced with complete cycle of investment – raising capital,
acquisition, increasing value of business and successful exit
I am a business leader with over 15 years of hands-on experience in end-to-end supply chain management and financial planning and analysis. I have designed and implemented customer loyalty programs, executive dashboards, interactive sales toolkits, customer profitability models, and employee scorecards. I truly believe that rich analytics are integral to unlocking a company’s full potential and I genuinely enjoy the process of bringing data and the stories within it to life.
Emilio Meyer
Director
Crafting strategic financial narratives, optimizing budgets,
and spearheading process innovations that drive substantial cost savings and operational efficiency.
Expertise spanning healthcare services, optical
distribution, and logistics, with a knack for navigating the complexities of multi-location operations.
PE-owned and entrepreneur-founded
A passionate advocate for turning raw data into compelling
stories, I thrive on building environments where teams are empowered to
outperform and consistently exceed ambitious targets.
With 10 years of experience, I pride myself in being a driver of change and innovation in organizations. I am passionate about understanding what tools companies need to perform at their highest potential and bringing those tools from ideation to reality. I have built and launched interactive operational and strategic dashboards, customer profitability models, cost optimization tools, and spatial analyses to maximize sales organizations.
Justine Chiricosta
Healthcare services, technology, distribution, logistics and manufacturing
PE-owned and entrepreneur-founded
Financial planning, analytics, sales, operations, accounting, customer profitability, project execution, business development
Dynamic senior leader
With over 15 years of experience, I help organizations unlock their full potential by transforming data into actionable insights—consider it one of my superpowers—that drive smarter decisions and real results. I specialize in leading organizations through complex transformations, championing innovative strategies that streamline processes, build trust across the enterprise, and deliver real value. I’m passionate about building powerhouse teams, maximizing individual strengths, and getting things done. I believe that a strong, purpose-driven culture is the foundation of any successful organization, and I prioritize creating an environment where people feel valued, motivated, and empowered to do their best work. My approach is collaborative and results-oriented. No fluff here – just data-driven strategies that make a difference.