ABOUT US

WHO WE ARE

We are a globally integrated professional services and applied-intelligence firm built for the founders and operators of the middle market.

one-stop

Occams Advisory is a trusted advisor and growth partner to entrepreneurs and corporations throughout the lifecycle of a business, from how it is structured and scaled to how it raises capital to how it ultimately transitions ownership. Across industries and geographies, we work alongside our clients as one team with a single aspiration: to draw clarity out of complexity and turn it into durable, compounding growth.

Our name is inspired by Occam's Razor, the principle that the simplest answer is most often the right one, and it is how we work, turning complexity into clarity and clarity into conviction. We pair world-class expertise with our own entrepreneurial experience and a globally diverse perspective. Beneath every engagement runs an institutional intelligence layer: an applied-intelligence platform, proprietary frameworks, and codified playbooks that provide institutional-grade analytics to a middle-market operator. 

We invest deliberately in our people and our community. More than 90% of our people use applied intelligence in their daily work. Our LEARN program funds every employee an extra 3% of their salary to spend on continued learning, because a firm's judgment is only ever as deep as the people who carry it. We hold ourselves to the same standard beyond the firm, committing 1% of our top line to charitable causes that empower youth and children across dozens of countries.

Mission

We help entrepreneurs and businesses grow and scale, drawing clarity out of complexity through customized, integrated solutions built for long-term, sustainable growth. Most operators are forced to assemble their own counsel from a patchwork of disconnected specialists, each fluent in a single discipline and accountable for a single slice of the outcome. We were built to be the opposite of that: a single, integrated relationship that holds the whole of a client's ambition in view and answers for the result, not merely the task. We steer our clients toward consistently superior outcomes with solutions that are scalable, swift, and regenerative, and we measure ourselves by their progress rather than by our hours. To the families behind these businesses, we offer a distinctive blend of financial and professional services that enable better decisions and the outcomes that follow from them, because the enterprise and the people who own it are never truly separate, and the counsel that serves one must account for the other.

Mission

"We partner with our clients and communities in solving their most important business problems to elevate their potential"

Our Beliefs 

Relationship Capital

Relationship Capital

Is the asset that Appreciates

Human Potential

Human Potential

Is the resource worth regenerating

Capital

Capital

Should be held in a form that endures

Philosophy

Relationships Compound. Value Regenerates.

In an economy increasingly mediated by machines, the relationships built with customers, partners, employees, and the providers of capital are the one asset that gains value with time. Nearly everything else on a balance sheet depreciates. Relationships compound.

This is not a marketing posture. It is the conviction at the center of how we work, and it leads to a larger belief: that the next century of value creation will reward what regenerates and punish what merely extracts.

For two centuries the dominant economic model has been linear: take, make, waste. It built extraordinary prosperity, and an equally extraordinary set of liabilities, depleted resources, hollowed-out communities, and balance sheets that look strong only because the true costs were never counted.

A regenerative model reverses the logic. The companies that endure are not the ones that strip-mine a market and move on. They reinvest in their people, their customers, their communities, and the durability of what they have built. Value is not a quantity you extract once. It is a capacity you cultivate so that it produces repeatedly.

Business professionals shaking hands
The Occams Way: an unbroken loop connecting three stages — Feel, Think, and Do. The Occams Way: an unbroken loop connecting three stages — Feel, Think, and Do.

Our Values

Six values spell our name because a firm must live inside the words it selects; a discipline that constrains us is worth more than a slogan that flatters us. We do not treat feeling as the opposite of rigor, but as the place rigor begins, ensuring every value travels the same distance: from feel, to think, to do. These are not abstract aspirations, but standards of conduct governing our decisions, collaboration, and obligations to those who entrust us with their companies, capital, and commitments. Ultimately, a value that does not become conduct is not a value, and we expect to be measured by our behavior rather than our language.

Ownership
Ownership
Ownership

The assumption of full responsibility for a result undertaking voluntarily and held personally.

  • FEEL Ownership - The outcome is ours before it is assigned.
  • THINK Outcome - We judge our work by what it changes, not by what it requires us to produce.
  • DO Action - We deliver results that can be measured, and we accept being measured by them in full view.

Our Empowered Team

We believe in engaging people who are instinctively inclined to support our clients' and yet challenge them to superior levels. Our people measure our success by a singular yardstick - the measurable impact of our services to our clients'. We strive to build a work culture where clients' success is synonymous with ours.

We believe that success is to do the right things for our clients', our people and our communities. Our team consists of smart, driven individuals prioritizing output and getting work done. We value the relationships that we build. Unless we can become an extension of our clients' agenda and expectations, we consider ourselves sub-optimal in our efforts. Our single-minded dedication to our clients' ends is the reason why our clients' recommend us to others. At Occams, we work hard, but we don't take ourselves too seriously.

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dk
md
Robin Green
maria
Nadeen
Vardhaman Shah
Llajaira Soto
Rajat
Nitin Aggarwal
priyanka-bathwal

Anupam Satyasheel

Founder & Group CEO

Anupam founded Occams Advisory in 2011 and has served as the CEO since 2012. Anupam has advised many CEOs and boards. Under his leadership, Occams has achieved exceptional results for its clients across industries and geographies. Prior to founding Occams, Anupam spent over half a decade on Wall Street with names like Barclays, Merrill Lynch, ScotiaBank et al.

Anupam lives and works from Long Beach, CA with his physician wife and two boys. He spends his evenings balancing professional after-hours with baseball and golf with his boys, culinary experiments with his family and deep dive into books on growth, success, and astrophysics. Anupam also serves on the boards of Child Literacy and The Blossom Project, charities dedicated to providing educational opportunities to children in need.

David King

Executive Advisor

David is a result and growth-oriented leader with executable strategic thinking. He spent many years with global banks in Europe before starting his entrepreneurial career in United States. David also is a lateral thinker whose critical inputs for our strategic vision have powered client's growth.

David lives and works from Sarasota, FL. As a father of two boys, a dedicated husband, a caring son, and a widely liked community leader, David balances many roles in personal life too. And when he gets a few minutes to himself, he catches up with soccer, rugby and cricket or sets out to the beach for some much-needed fun on water.

Mukarram Dhorajiwala

CIO (Chief Innovation Officer)

Mukarram is a seasoned Business Development & Systems professional with extensive expertise in branding and innovation. His diversified exposure spans across functions such as Marketing, Software Development & Design, Financial Modelling, & Digital Marketing Strategy.

Mukarram holds a management degree from University of Mumbai. In his spare time, Mukarram is a dedicated husband, doting father to a 1-year-old and a branding fanatic. His passions include astrophysics and politics. Mukarram lives and works from Toronto, Canada

Robin Green

(CRO) Chief Revenue Officer

Robin Green is Chief Revenue Officer of Occams Advisory, leading the firm's revenue organization across all of its lines, from the OccamsOS subscription platform and Occams AI to advisory, tax, and investment banking. His focus is building the firm's direct and partner channel motions, along with the revenue systems beneath them, for the next phase of growth.

Robin brings three decades of enterprise technology and revenue leadership. He served as Vice President at Oracle, leading global services and systems-integrator alliances; held senior commercial leadership at FICO, including its global channels and OEM partner business; and led revenue organizations for venture- and private-equity-backed growth companies. Most recently, he served as EVP of Commercial Strategy within Publicis Groupe, directing enterprise growth for a top AI-driven data and identity platform and working directly with Fortune 100 chief marketing and data officers.

Maria Antonio

VP - Client Relations

Maria Antonio brings precision, efficiency, and transparency to her role as VP of Client Relations at Occams Advisory. She is known for her structured and results-driven approach, consistently delivering exceptional service and fostering long-term client relationships. Her reputation is built on a structured, results-driven approach, consistently delivering exceptional service and cultivating long-lasting client relationships. Maria plays a key role in managing collections and leads initiatives that enhance client satisfaction and retention. Her integrity and dedication have established a high-performance standard within her team.

In addition to overseeing client relations, Maria is instrumental in driving tactical scalability, ensuring the organization can adapt and thrive in a dynamic business environment.

Nedeen Nasser

Corporate Counsel

Nedeen brings a rare, refreshing & wholistic approach to legal matters for small businesses. Through a synergistic emphasis on the union of tax intelligence, intellectual property, and transactional legal practice, she seeks to create a proactive approach for her clients' businesses. With expertise and insights across a wide array of agreements and corporate documents for businesses including but not limited to agreements for advertising, writing services, non-disclosure, licensing, and purchase & sales, Nedeen is the Swiss knife of corporate law.

Nedeen holds a Doctor of Law (JD) degree from Sandra Day O'Connor College of Law at Arizona State University and a Bachelor's Degree in Philosophy from University of California, Los Angeles (UCLA). From her offices in Los Angeles Metropolitan, she serves her clients. Beyond her work hours, she loves to spend time with her parents and siblings' families.

Vardhman Shah

COO (Chief Operating Officer)

Vardhman has a successful record in converting concepts into results. Across his stints in heading business operations and a demonstrated history of working in the information technology and financial services industry, he has excelled in creating results while balancing abstract ideas from leadership and ground level challenges from rank and file.

With exceptional skills in negotiation, customer acquisition, sales & sales operations, and customer satisfaction, Vardhman brings organized coherence to Occams' execution support team. Vardhman holds a Post Graduate Diploma in Financial Market & Wealth Management from LN College of Management Studies in Mumbai. He spends time across Mumbai, India and Toronto, Canada.

Llajaira Soto

AVP - Client Success

Llajaira is a seasoned professional with pedigree in financial services and fin-tech startups. With decades in senior roles in Fraud Prevention, Risk Management and Operations, Llajaira has strong supervisory, investigative, and problem-solving skills. She has created and documented procedures and trained teams with impressive results

Llajaira has an energetic personality that easily emanates across the team. How effortlessly she executes projects while juggling a busy personal life. Her free time is typically spent with her family, church community and honing her merengue skills.

Rajat Garg

CAO (Chief Administrative Officer)

Rajat is an associate member of Institute of Chartered Accountant of India with invaluable experience in financial reporting and accounting across a range of industries. He has worked with several start-ups and steered them to superior compliance and financial management. Rajat has invaluable experience of providing professional advice in strategic sectors such as financial reporting, taxation and auditing, accounting, and corporate finance.

At Occams, Rajat oversees tax advisory and accounting. He has led the evolution of Tax Advisory practice at Occams and empowered its growth. Rajat allocates his time between National Capital Region in India and Occams offices in United States. In addition to his interest in sports, Rajat also is an aspiring food entrepreneur with ideas that could revolutionize culinary experience for foodies.

Nitin Aggarwal

CEO – India

Nitin Aggarwal is the Chief Operating Officer of Occams Advisory in India and he runs the large team of professionals who deliver exceptional services to Occams US based clients. In this role, Nitin has created immense value for the clients.

Previously, Nitin co-founded 247 Experts in 2012 and served as the company's CEO between 2012 and 2015. During his tenure, the company grew to become a major player in digital marketing, support services, mobile application clients across all continents. Nitin was responsible for setting 247's strategic direction and spearheading its international operations and in digital marketing, mobile applications and IT support. Prior to founding 247 Experts, Nitin worked as a digital marketing consultant, based out of New Delhi & Dehradun, India. He has been a recognized leader in affiliate marketing.

Nitin holds a Bachelor of Technology degree from IIT, Allahabad.

Priyanka Bathwal

VP - Finance & Accounting

Priyanka is a Certified Public Accountant and a Chartered Accountant. She also holds a postgraduate degree in Commerce. She works as a Tax Advisor at Occams and helps businesses with ever-growing filing requirements and proper tax planning to help save taxes and claim refunds. She believes the right advice can help businesses save a lot of money and effort. Priyanka has worked as a partner in a professional firm where she gained experience in taxation, auditing, accounting, and regulation. One day she wants to be The Secretary of The US Department of Treasury.

Priyanka is a caring wife and a mom to an adorable daughter, with whom she loves to draw and paint. Her creative mind encouraged her to get a diploma in Fashion Technology. She is a spiritual person who values culture and practices meditation.

Employee Testimonials

Genuine Insights into Our Workplace Culture

Steven Miltonberg

What stood out to me at Occams was the trust placed in people early on. I found myself contributing beyond my immediate role, and that ownership continually expanded my perspective.

Steven Miltonberg

AVP - Client Relations

Maria Antonio

One of the most rewarding aspects of my journey at Occams has been the people. Every challenge becomes a shared effort, and every project creates space for growth.

Maria Antonio

AVP - Client Relations

Llajaira Soto

At Occams, client success extends beyond outcomes. It is built through trust, meaningful relationships, and a shared commitment to creating lasting impact.

Llajaira Soto

AVP - Client Success

Jesse Westfall

The flexibility at Occams has allowed me to create a stronger balance between work and family life. That support has made a meaningful difference in my everyday experience.

Jesse Westfall

Associate - Client Relations

Peter Braganza

Occams has given me exposure to diverse perspectives and conversations. The variety of experiences continually challenges me and keeps learning dynamic.

Peter Braganza

Associate - Client Relations

Radhika Garg

The work at Occams consistently brings new challenges, and with them, new opportunities to grow. Each experience adds depth to both my skills and perspective.

Radhika Garg

Analyst - Finance & Accounting

Our Impact

Over a billion people live with chronic malnutrition. Hundreds of millions lack reliable access to clean water. One in five children receives no meaningful education. These are not distant abstractions; they are the conditions that determine whether the next generation of entrepreneurs, operators, and innovators ever gets the chance to become one. At Occams Advisory, we believe that building prosperous businesses and building a more equitable world are not competing imperatives. We act on that belief by partnering with organizations like ChildLiteracy.com working toward preventative and remedial solutions that compound over time, the same way good business decisions do.


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