Equity Architects™, LLC
Engineering Entrepreneurial Solutions for Growth and Value
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Who We Are


Man - If you need business consultants for your company, contact us in Laguna Hills, California, for Mergers and Aquisitions , strategic planning, and investment consultation.

The principals of Equity Architects are senior executives who have engineered over 100 technology, product and company acquisitions, raised more than $500 million in corporate financings, and have served nearly 1,000 clients. Our realm of experience includes:

  • Posts as CEO, President, COO, CIO, SVP Sales & Marketing, SVP, International Affairs, and VP Operations at both Fortune 50 and start-up companies
  • Executing mergers of public and private companies, and implementing integration plans to realize anticipated synergies
  • Closing venture, debt and both initial and secondary public financings
  • National recognition, such as Inc. Magazine and Ernst & Young’s Turnaround Entrepreneur of the Year
  • Development and implementation of creative business, marketing and sales plans
  • Managing organizations of 500+ employees
  • Effecting and facilitating accountability and success

M. Cassandra Hoag, Managing Director

Cassie Hoag
has been a senior executive at both Fortune 50 and start-up companies. She is a strategic specialist who understands not only the M&A and capital markets, but can also prepare an entrepreneurial organization for the best possible outcome in a given transaction. She is highly skilled at developing and implementing creative business, marketing and sales plans. Ms. Hoag has managed organizations of 400+ employees and is an effective change agent, particularly adept at synergistic merger integration and win-win transactional scenarios.  She is the recipient of the 2006 Remarkable Women's Entrepreneur to Watch Award, presented by the National Association of Women Business Owners.

Richard J. Hoag

Richard Hoag is a graduate of the University of Southern California Scool of Law, a member of the California State Bar and an experienced practitioner in securities and transactional law.  His career also includes significant experience in corporate and real estate law,  banking and finance, hospitality and entertainment, IT Staffing/IT consulting services, and organizational development and training.  As the founder and president of F.I.R.S.T. Professional Resources, Inc., Mr. Hoag has drawn upon his years of senior management experience to formulate a number of revolutionary yet practical approaches to personal and organizational improvement. An author, speaker and consultant, he has won high acclaim for his “F.I.R.S.T.” Method® Workshop.

Jon L. Glazer

Jon Glazer
has nearly 20 years of experience as a high-level financial analyst, participating in nearly $4 billion worth of successful global acquisitions and $800 million worth of domestic asset-backed financings.  As President of Financial Modeling Initiatives, LLC, Mr. Glazer specializes in evaluating acquisition and divestiture opportunities, capital investment analysis, capital raising alternatives, transaction structuring and due diligence and asset optimization. His extensive knowledge of financial, accounting, tax and commercial arrangements allows him to employ a multidisciplinary approach in his financial modeling and analysis efforts.

Roseanne McNeil

Roseanne McNeil is an innovative general manager and regulatory specialist with specific expertise in the healthcare services, medical technology, and staffing industries. With full P&L responsibility in her various corporate assignments, Ms. McNeil understands both the complexities and synergies behind a regulatory-compliant infrastructure and a high energy, high growth marketing and sales initiative. Experienced in buy and sell-side acquisitions, turnarounds and start-ups, Roseanne easily interprets regulatory and transactional requirements for real-world, real-people application.

Marcial S. Fernandez

Marcial Fernandez is a marketing and public relations specialist with relevant work experience from Wall Street to Madison Avenue.  Serving a wide range of industries with global reach, he has provided the strategic, tactical and operational leadership critical to communicating his clients' messages and accelerating their growth.  A graduate of the University of Notre Dame with a Master's Degree in Philosophy, Marcial is very active in the community, serving on the boards of the e-business Academy of Century High School, the Santa Ana High School Alumni Assoication, the American Cancer Society, the Orange County United Way and the American Voter Education Fund.


If you are interested in a free, preliminary consultation, please contact usWe look forward to learning about your vision and goals.

Copyright 2006 Equity Architects, LLC.  All Rights reserved.


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Equity Architects, LLC
30448 Rancho Viejo Road, Suite 180
San Juan Capistrano, CA 92675
Phone: (949) 388-7375
Fax: (949) 388-4976
Toll Free: (866) 544-6192
cassie.hoag@equityarchitects.net
Copyright 2006. All rights reserved. Equity Architects, LLC.