Experience
Expertise that guides your company toward growth.
Capital Pathfinders brings together leadership experience across capital raising, M&A, private equity, transaction matters, finance, restructuring, engineering, operations, business development, and executive management.
A Multidisciplinary View of the Raise
Institutional capital tests more than the pitch.
Investors evaluate the business model, financial logic, market opportunity, governance, leadership capacity, operations, and execution ability. Capital Pathfinders’ leadership experience spans those disciplines, allowing the team to pressure-test the raise from multiple perspectives.
Russ Lambert
JD, MBTS, CPA*
30 years of experience spanning capital raising, M&A, private equity, restructuring, and legal matters. His background includes serving as a Fortune 100 executive and CEO of a $100 million company. He has broad experience in capital raising transactions, debt financing, M&A transactions, and business planning. A high-energy executive, he is skilled in finance, accounting, technology, and corporate legal, organizational, and operational fundamentals. Lambert has a proven track record of leading and advising companies on a broad range of financial, legal, strategic, and operational matters, delivering outstanding results. His credentials include:
- Licensed Texas Attorney – Doctorate in Juris Prudence (JD)
- Finance and Accounting Degrees Houston Baptist University
- *Certified Public Accountant (passed exam – not a licensed CPA)
- Certified Turnaround Professional (CTP – designation earned)
Capital raises, restructurings, financings, acquisitions, and sale transactions represented
Documented capital and transaction engagements across equity, debt, M&A, restructurings, and buyouts
Completed equity, secured-debt, and litigation-financing capital represented across named raise engagements
Years of transaction, capital-raising, restructuring, and advisory experience
Joshua Lambert
PE, MBA
Joshua Lambert brings a rare pairing to a capital raise: hands-on experience building investor materials and running outreach, plus years owning a P&L and making the operating decisions those materials get tested against.
As Managing Partner at an operator-led advisory firm, Joshua has built full investor material suites — financial models, pitch decks, and one-pagers — and led targeted institutional outreach, including a $5M venture capital raise for an AI-powered predictive maintenance company and the transaction materials and banker process behind the sale of an $80M construction technology company.
Before advising other companies on growth and capital, Joshua ran one: at Parker Wellbore, he grew a business unit from $49M to $169M in revenue, led an acquisition that added $30M in annual business, and owned full P&L responsibility for a $20M, 70-person operation. Earlier in his career, he managed $10M–$150M capital projects for Tier 1 clients, and led technology identification, trial, and deployment initiatives at the largest U.S. based energy company — firsthand experience helping a Tier 1 operator evaluate and adopt cutting-edge technology, a perspective he now brings to how growth-stage companies position their own technology and product differentiation for investors.
Joshua holds a BSME and Professional Engineer (PE) license from Baylor University and an MBA from Rice University’s Jones Graduate School of Business.
Find out what stands between your company & raising institutional capital.
Let’s discuss your capital goals, current readiness, and the support your team needs to move forward.