An experienced guide for your most turbulent – but rewarding – adventure yet.

Your journey starts now.

LIKE TRAVERSING CLASS VI RAPIDS

Class VI rapids are the most dangerous category of whitewater on earth, safely traversable only by Olympic-level paddlers. Likewise, a company sale or capital raise transaction is the most treacherous stage of the business lifecycle. We specialize on helping entrepreneurs prepare for and achieve their personal best in this most challenging part of their journeys. 

CLASS VI PARTNERS

Why Class VI?

We get it. We know what it’s like to own and operate businesses, because we’ve done it.  

We know it’s about more than financial reward. It’s about solving big problems. It’s about leading a team. It’s about acting with intention and making an impact. 

We also understand how much of the journey entrepreneurs undertake solo—and how stressful that responsibility can be.  

In our opinion, entrepreneurs are the heroes in the American story and deserve every possible reward. That’s why we developed a comprehensive solution to take a business owner from company growth and optimization through a sale or capital raise transaction and on to whatever’s next in life.  

We want to help you maximize value in your business and increase your confidence that actions you take today will get you where you want to go tomorrow. Because empowering the entrepreneurial spirit—it’s what we do. 

Empowering the Entrepreneurial Spirit

At Class VI, we believe that entrepreneurs are the backbone of our communities and our country. Through innovation, job creation, and relentless efforts giving back, entrepreneurs make our neighborhoods and our world better.

The Class VI mission is to serve you with hustle, humility and a focus on the relationships we forge. Our goal is to help you reap all the value you deserve from the companies you’ve created.

This is how we Empower the Entrepreneurial Spirit.

62 %
Post-LOI close rate
2
Net Promotor Score
70 %
Client referral record

Wherever you’re headed, engage an expert guide.

Meet your partners in this journey.

Madison Allen

Operations Specialist
Class VI Securities, LLC

Olivia Barkley-Smith

Customer Success Manager
Class VI Pathfinder, LLC

Riley Bell

Associate
Class VI Securities, LLC

Vance Benson

Director of Business Development
Class VI Pathfinder, LLC

Peter Bessone

Vice President
Class VI Securities, LLC

Matt Blackburn

Managing Partner
Class VI Family Office, LLC

Tim Brown

Strategic Advisor
Class VI Pathfinder, LLC

Patrick Burgess

Analyst
Class VI Securities, LLC

Jim Canfield

VP of Strategic Alliances
Class VI Pathfinder, LLC

Grant Duncan

Business Development Representative
Class VI Pathfinder, LLC

Sara Foster

Partner Relationship Coordinator Class VI Pathfinder, LLC

Dietz Fry

Managing Director
Class VI Ventures, LLC

Courtney Gallant

Content Writer
Class VI Pathfinder, LLC

Zack Gibson

Managing Director
Head of Investment Banking
Class VI Securities, LLC

Jimmy Green

Associate
Class VI Securities, LLC

Ryan Guest

Advisory Services Director
Class VI Pathfinder, LLC

Rex Helm

Analyst
Class VI Securities, LLC

Chris Henderson

Managing Director
Class VI Ventures, LLC

Jake Keyes

Senior Financial Analyst
Class VI Pathfinder, LLC

O’Neal Lochridge

Analyst
Class VI Securities, LLC

Amy Lorenzo

Creative Director
Class VI Pathfinder, LLC

Tanner Lyle

Sr. Analyst
Class VI Securities, LLC

Cameron McCaslin

Vice President
Class VI Securities, LLC

Luke McCaslin

Senior Investment Strategist
Class VI Family Office, LLC

Brianna McGrail

Marketing Coordinator
Class VI Pathfinder, LLC

Jill Montera

Chief Operating Officer
Class VI Pathfinder, LLC

Bobby Motch

Head of Sponsor Coverage
Class VI Securities, LLC

JOy Peak

Advisory Services Director
Class VI Pathfinder, LLC

Matthew Petterson

Vice President
Class VI Securities, LLC

Danielle Sanders

Senior Associate
Class VI Securities, LLC

Olivia Schwamberger

Creative Services Manager
Class VI Pathfinder, LLC

Nicole Scott

Director of Operations
Class VI Pathfinder, LLC

Rob Scott

President
Class VI Pathfinder, LLC

Zach Solomon

Associate
Class VI Securities, LLC

Matthew st jean

Director of Strategic Marketing Class VI Pathfinder, LLC

Sean Swierczewski

Wealth Advisor
Class VI Family Office, LLC

Dalyce Tinoco

Director of Client Experience
Class VI Family Office, LLC

David Tolson

Managing Director
Class VI Securities, LLC
Class VI Family Office, LLC

Christopher Sznip

Analyst
Class VI Securities, LLC

Alex Woolford

Vice President
Class VI Securities, LLC

Chris Younger

CEO
Class VI Securities, LLC
Class VI Family Office, LLC

Paul Zetterberg

Associate
Class VI Securities, LLC

The WHY Project

Discover the ROI on giving back.

Helping entrepreneurs turn their philanthropic passion into far-reaching impact defines what we do. 

To do our part, Class VI donates a percentage of our deal fees to worthy organizations selected by our clients. We are privileged to work with committed individuals who make our communities better every day. 

See the charities and organizations supported by our clients.

4-H Adams County North Metro Fire Department Volunteers of America Tragedy Assistance Program for Survivors
Trout Unlimited Arvada Community Food Bank Habitat for Humanity Colorado Children's Hospital
New Legacy High School Thrive Center - Denver Starting Hearts Brain Injury Associations of California and Colorado
Hope for Heroes Foundation WBGU Public Television National Repertory Orchestra A Precious Child
Broomfield Fish Friends of Broomfield Light Up Hope Kids Mobility Network
Cluster Tutoring John & Sheila Allen Family Foundation Junior Achievement Animal Defense Fund
National Breast Cancer Foundation ACE Scholarships BlueStar Recyclers Boys & Girls Club of Metro Denver
Colorado Children's Chorale First Tee Green Valley Ranch Colorado Restaurant Association Education Foundation Colorado Uplift
Cooking Matters Colorado Denver Kids Denver Rescue Mission Emily Griffith Foundation
Energy Outreach Colorado Family Resource Center Association Father Woody's Haven of Hope Food Bank of the Rockies
Horizons Colorado Mount St. Vincent Charities Project Angel Heart Public Education and Business Coalition
Tennyson Center for Children The CE Shop Foundation Todd Sherman Foundation Women's Bean Project
Women's Leadership Foundation Mazza Children's Art Museum CASA of Jefferson & Gilpin Counties Hancock County Community Foundation
Nathan Yip Foundation The Eugene C and Florence Armstrong Family Foundation Tribute to Valor Foundation Wounded Warrior Project
water.org Brain Health Initiative Firefly Autism Colorado PGA REACH Foundation
Heifer International Littleton Adventist Dog Therapy Salvation Army Community Sailing of Colorado
Community Food Share Marin City Community Service District Sausalito Marin City School Board Willow Creek Foundation
Rocky Mountain Elk Foundation Doctors Without Borders Smile Train Yellow Boat of Hope
California Deer Association Hope Haven Rwanda Uinta 801 Mule Deer Foundation
Healing Our Heroes Golden Gate Salmon Association New Beginnings Law Center Shanghai Hiao Tong University
Big Brothers Big Sisters Green & Gold Foundation Toys for Tots Penn State University
Vail Valley Salvation Army Florence Smith Scholarship: North American Meat Institute No Kid Hungry American Red Cross
Special Olympics Grand County Search & Rescue Knowledge is Power Program (KIPP) Mike & Kiffie Hester Educational Scholarship for Returning Veterans
National Multiple Sclerosis Society Native American Missions Ronald McDonald House SeaPact

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