ABOUT EQUES FINANCE

Eques Finance was founded to provide family-office-level financial counsel to business owners and entrepreneurs, integrating financial advisory, tax, and wealth guidance within a single, senior relationship. We believe that for a business owner, these disciplines are inseparable, and that integrating them into a single relationship creates clarity, confidence, and better outcomes across every dimension of the business.

We work with a select number of clients on a long-term basis. Our role is that of an advisor and confidant — someone who sees the full picture across financial, operational, and strategic dimensions, coordinates the right experts, and provides the counsel and conviction to act decisively when it matters most.

George is a former Citibank banker and CFO with 25+ years of experience across corporate finance, financial strategy, and wealth management. He has executed and advised on over $2 billion in debt, equity, and M&A transactions for public and private companies across a range of industries, and served as CFO and senior financial executive for privately held businesses and public companies.

His experience spans the full arc of business ownership — from scaling startups through successful acquisitions, navigating generational business transitions, and executing turnarounds and debt workouts, to supporting family offices in evaluating acquisition targets. He has been on both sides of the table in complex transactions, which informs the counsel he provides at every stage.

George holds the CFA Charter, an Enrolled Agent license granted by the IRS, an MBA, and graduate and undergraduate degrees in Physics.

GEORGE G. SHARP, CFA, EA

DISCRETION, PRIVACY, AND CONFIDENTIALITY

Our practice is rooted in the traditions of private banking and wealth management, where discretion is not a feature — it is a foundation. Client privacy and confidentiality are paramount in everything we do, from handling sensitive financial information to the way we engage on your behalf.

We make every effort to utilize US-based data storage and processing infrastructure and to minimize the risks associated with cross-border data transmission. All professionals engaged in support of client work are verified US-based individuals held to the same confidentiality standards we uphold.

Every client relationship is defined by trust, discretion, and an unwavering commitment to protecting your interests.

CODE OF ETHICS

Eques Finance has adopted the CFA Institute Code of Ethics — one of the most rigorous standards of professional conduct in the financial industry. Eques Finance places client interests above its own, acts with integrity and independent professional judgment, and maintains the highest standards of professional competence. The full code is available at cfainstitute.org.