About Eques Finance
Eques Finance was founded to provide dedicated, professional financial services to business owners and investors with integrity and objectivity. We bring order and clarity to the mess and confusion typical of the entrepreneurial and hyper-growth environment, and instill financial discipline that enables companies to build a backbone to support rapid growth. We allow management to focus on business growth and investors to allocate capital prudently.
George G. Sharp, CFA, EA
George is a seasoned CFO and former Citibank banker with 25 years of experience in strategic and operating finance, helping businesses to grow. As CFO, George worked at small- and medium-sized business (SMB) private companies with up to $120M in revenue, as well as multi-billion-dollar public companies. As a banker, he executed $2+ billion in debt, equity, and M&A transactions for public and private companies across a variety of industries.
He specializes in Strategy, Corporate Finance, Investment Management, and Valuation. George advises clients with corporate finance, capital raising, and M&A for growth as well as turnarounds.
He was awarded the CFA Charter, granted an Enrolled Agent license by the IRS, earned an MBA with a concentration in Finance, and holds BS and MS degrees in Physics.
Code of Ethics
Eques Finance adopted the CFA Institute Code of Ethics. As a matter of policy, all members of Eques Finance comply with the CFA code of ethics. The code of ethics requires that we:
Act with integrity, competence, diligence, respect, and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues, and other participants in the global markets.
Place the integrity of our profession and clients' interests above our own.
Use reasonable care and exercise independent professional judgment when conducting analysis, making recommendations, taking actions, and engaging in other professional activities.
Practice and encourage others to practice in a professional and ethical manner that will reflect credit on themselves and the profession.
Promote the integrity of capital markets and uphold the rules governing them.
Maintain and improve their professional competence, and strive to do the same for other professionals.