Our Focus

Core specializes in advising companies on financial and organizational structuring across equity, debt, mergers and acquisitions, and other funding strategies. Whether preparing for capital infusion, a public offering, or a strategic exit, we help clients align their objectives with a clear roadmap, establishing well-defined milestones that drive measurable outcomes.

Preparation is central to our philosophy: a disciplined, forward-looking approach is essential to navigate today’s competitive landscape.

A Strategic Response to a Shifting Financial Landscape
The repeal of the Glass-Steagall Act blurred the lines between investment and commercial banking, leaving a critical gap in advisory services for early-stage and middle-market companies. Core was formed to fill that void.

Led by founding executive Joe Martinez—Chairman, CEO, and CFO of several public and private companies—Core is uniquely positioned to guide businesses through complex, operational, strategic, and financial decisions. With deep experience in operations, corporate finance, and capital markets, Mr. Martinez brings insight and executional strength to every engagement.

Leadership Backed by Real-World Experience
Mr. Martinez’s background includes leadership roles at global enterprises like Xerox, IBM, and Silicon Valley startups that successfully scaled through IPOs. This unique blend of corporate and entrepreneurial experience allows him to understand and anticipate the challenges founders, operators, and stakeholders face.

He brings a global network of strategic partners and advisors—including leading financial institutions, law firms, and operating executives across Europe, Asia Pacific, China, Australia, and the Americas. This extended bench enables Core to deliver customized, senior-level counsel in finance, technology, marketing, legal strategy, and cross-border business development, with cultural fluency and local expertise.

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