Our Story
Convergent Advisors was founded on the principle that sustainable organizational growth requires the convergence of innovative thinking, evidence-based methodologies, and strategic implementation. We specialize in helping organizations unlock their potential through targeted leadership development, R&D funding strategies, and scalable service delivery models that drive measurable impact.
Our Expertise
Deep specialization in areas that matter most to growing organizations
Innovation-Driven Leadership Development
We design and implement comprehensive leadership development programs that combine traditional management principles with cutting-edge innovation methodologies. Our approach creates leaders who can navigate complex organizational challenges while driving sustainable growth.
R&D Funding Strategy
Our team specializes in helping organizations identify, apply for, and successfully secure government R&D funding opportunities. We create actionable frameworks that enable companies to transition from traditional business models to evidence-based, funded innovation initiatives.
Scalable Service Models
We help consultancies and service providers evolve from referral-only business models to scalable, evidence-based service delivery systems. Our frameworks include impact measurement, research partnerships, and sustainable growth strategies.
Current Focus: Financial Services Innovation
We're currently partnering with GlobalTech Bank, a leading international financial institution with operations across 40 countries, to leverage government R&D funding for developing innovative leadership development frameworks in digital banking transformation. Our MBA research team is analyzing funding opportunities to create scalable, evidence-based leadership programs that drive digital innovation while maintaining regulatory compliance and operational excellence.
Our Methodology
A proven approach that delivers measurable results
Research & Analysis
We begin every engagement with comprehensive research and analysis, including market landscape assessment, competitive analysis, and identification of funding opportunities specific to your industry and organizational goals.
Framework Development
Our team develops actionable frameworks tailored to your specific needs, whether that's securing R&D funding, implementing leadership development programs, or scaling service delivery models for sustainable growth.
Implementation & Measurement
We don't just provide recommendations – we partner with you through implementation and establish robust measurement systems to track impact, demonstrate ROI, and continuously optimize performance.
Our Team
Experienced professionals with diverse expertise and proven track records
Michael Green
Chief Executive Officer
Leading strategic vision and organizational growth initiatives, Michael brings comprehensive executive experience to drive innovation-focused consulting solutions and sustainable business development.
Jeremy Beeson
VP Consulting Services
Jeremy oversees our consulting delivery and client engagement strategies, ensuring our leadership development and R&D funding frameworks meet the highest standards of excellence and measurable impact.
Jennifer Lyon
VP Project Management
Jennifer leads our project delivery and implementation frameworks, ensuring seamless execution of complex consulting engagements from research phase through successful outcomes measurement.
Osvaldo Matos
VP Operations
Osvaldo manages our operational excellence and scalable service delivery models, optimizing internal processes to support our clients' transformation and growth objectives.
Sean Cooper
Customer Success Director
Sean ensures client satisfaction and long-term partnership success, managing ongoing relationships and measuring the sustained impact of our consulting solutions.
Sharleen Hill
VP Technology Services
Sharleen leads our technology integration and digital transformation capabilities, supporting clients in leveraging technology for enhanced service delivery and operational efficiency.
Dario Miocic
Engagement Lead
Dario specializes in client engagement strategy and stakeholder management, ensuring effective communication and alignment throughout our consulting partnerships.
Sheldon Whyte
Solutions Delivery Lead
Sheldon focuses on the practical implementation of our innovative frameworks, ensuring successful delivery of R&D funding strategies and leadership development programs.
Strategic Network
Global Partners
We maintain strategic partnerships with leading consultancies, research institutions, and funding organizations to provide our clients with access to the latest insights and opportunities.
Our Values
Evidence-Based Approach
Every recommendation is backed by rigorous research and proven methodologies.
Measurable Impact
We focus on delivering quantifiable results that demonstrate clear ROI.
Sustainable Growth
Our solutions are designed for long-term success and scalability.
Ready to Transform Your Organization?
Whether you're looking to secure R&D funding, develop innovative leadership programs, or scale your service delivery model, Convergent Advisors has the expertise and proven methodologies to help you succeed.