Drew Finstuen

About Drew Finstuen

The next generation of investment banking won’t be shaped by volume-driven outreach or cookie-cutter processes. It will center on real conversations, thoughtful timing, and the integration of AI to process intelligence at scale.I work directly with top private equity firms to identify and engage founder-led businesses across the lower middle market. My role spans outbound origination, industry research, messaging strategy, and long-term relationship development. I believe the most valuable conversations happen when outreach is informed, intentional, and rooted in respect, not volume.Before this, I worked at the largest privately held, sole-source buy-side advisory firm in the U.S, supporting mandates across sectors like testing and inspection, consulting engineering, and niche manufacturing. Earlier in my career, I built and scaled an Amazon business that generated over $500K in revenue in its final six months. That experience gave me something most people in finance don’t have: firsthand perspective as a business owner. I understand how personal it is to build something from the ground up, and that perspective shapes how I approach every conversation.If you’re a founder open to a conversation, or someone thinking about how sourcing and outreach can evolve, I’d welcome the connection.

Experience

1. Vice President

   Greenfield

   Jun 2025 — Present · San Francisco, CA, US

   As a Vice President at Greenfield Research Partners, we lead our mission to revolutionize the buyside advisory space. At Greenfield, we specialize in add-on and platform acquisition sourcing for consolidating industries, blending deep industry expertise with cutting-edge AI and proprietary technology. Our approach empowers clients with unique, high-quality outreach and sole-sourced acquisition opportunities, driving exceptional investment outcomes. With a team of seasoned professionals boasting extensive experience in private equity, investment banking, and corporate development, we set ourselves apart by delivering customized solutions and leveraging intelligent data strategies. I’m passionate about fostering meaningful relationships and building value for our clients in a dynamic and competitive marketplace.

Education

• University of California, Irvine - The Paul Merage School of Business

  Bachelor of Business Administration, Finance