AcumenX at a Glance

With a focus on strategic executive leadership, seamless M&A execution, elevated performance, and targeted compliance, AcumenX ensures excellence in communication, efficiency, and the development of lasting strategic partnerships.

Business Facts

Professionals from Big Four, national consulting, AmLaw 100 and boutique financial and legal enterprises
Transactional, legal, and operational problem solving and execution
Immediate impact with elevating performance
Trusted advisors for growth and development
Proactive strategic partnerships with clients
Commitment to exceeding expectations

There is no greater value proposition than proven experience.

AcumenX delivers a wide array of transactional, legal and operational solutions that exceed expectations with efficiency and responsiveness. Our dedicated and time-tested approach is designed to diagnose and deliver immediate impact, elevate performance and eliminate business obstacles. Our success is grounded upon prioritizing communication beginning with a clear identification of the challenge, reaching corroboration on the path to resolution and executing with timely progress reporting.

Whether the challenge is introducing new business concepts, enhancing existing protocols or eliminating obsolete activities, our focus is timely action appropriate to the significance and value of the challenge. In every situation, we evaluate, in conjunction with management, the quantitative and qualitative aspects of our recommended solutions and change.

Finally, our proactive strategic partnership with our clients is how success is achieved.

We look forward to working together with you to raise your business to new heights.

Executive Training on Preparing for Transformation

“I recently had the privilege of participating in an executive tutorial on transformation preparedness with AcumenX as I prepared to assume the role of CFO at a global technology organization. The AcumenX team brought a wealth of real-world experience to the table. Their ability to provide practical examples of challenges that may arise in the CFO role, coupled with insightful strategies to navigate them, was invaluable. Beyond the technical expertise, the AcumenX team demonstrated a profound understanding of leadership dynamics, offering down-to-earth, human-centered wisdom on effectively leading an organization. I found the team to be highly experienced, intelligent, focused, and dedicated. Their professionalism was matched by their personable nature, making the collaboration both productive and enjoyable. I wholeheartedly recommend AcumenX to any executive seeking to enhance their leadership capabilities and organizational preparedness.”
– YUN H. LEE
Vice President & CFO, HL Klemove
Expert Legal Counsel for BGMW Acquisition

“We were in the process of acquiring BGMW, a closely-held, lower middle market manufacturing company. We engaged the services of Eric to act as our legal counsel. We quickly learned that the sell-side advisor had limited influence due to internal conflicts, the sellers had little time or patience to engage in the process, and the seller's legal team was slow and confrontational. Eric remained calm and steadfast throughout the process and provided us with outstanding legal, business and tactical advice as well as highly professional legal documentation. We look forward to working with Eric on future transactions.”
– EDWARD J. FANNING
CEO, AMFS Holdings LLC
Strategic Legal Guidance for Technology Transaction

“Eric’s vast experience with deals in the technology space was invaluable for our transaction. He knew instantly what to scrutinize in our deal documents, helped us avoid various landmines in required disclosures, representations, and warranties, and brought in expert advisors for other aspects of the deal - tax considerations - when necessary. We were extremely pleased with Eric’s services and the fees were fair and reasonable for the value we received.”
– KEVIN I. KANE
Co-Founder, EvictionAssistant
Proven Financial and Governance Expertise

“I’ve worked with Warren Martin during several professional roles over the last 30 years. As an audit partner managing PwC’s mid-Atlantic Technology Assurance practice, Warren’s technical and business sense was invaluable to me while I was the CFO of several public software companies. Currently, he and I are working together in my role as Chairman of the Board of a privately owned software and services business headquartered in Singapore with business units throughout Asia-PAC. Warren has been a member of that board of directors and Audit Committee Chairman for over ten years. His financial background and board governance experience has been invaluable to me and the Board -at-large during our entire time together. ”
– KEITH HALL
Chairman of the Board, Tectura Corporation
Unwavering Ethics and Decades of Experience

“Warren Martin has exhibited, in our five years working together, everything one could hope for in a partner, CFO, and Chief Compliance Officer. His unshakable moral compass and dedication to fiduciary duty, paired with brilliant strategic thinking guided by decades of experience have made him an indispensable partner in building our enterprise. Anyone working with Warren will quickly realize that he not only is a professional of the highest quality, but also a person of the highest quality.”
– JOSH BARER
CEO and Managing General Partner,
Hibiscus Capital Management LLC

Meet Our Leadership

Eric Geppert

Partner and Co-Founder
Former Partner at two AmLaw 100 law firms and former General Counsel at both private and public corporations. Seasoned M&A and corporate finance attorney with 35+ years of experience in complex transactions and governance, offering practical, business-focused legal expertise.
Bill Hughes

Partner and Co-Founder
Former Big 4 Partner with 30+ years in Assurance and Advisory, specializing in Financial Statement Audit, ERM, and M&A Due Diligence. Expert in Operations, Corporate Leadership, and C-Suite/Board Advisory.
Warren Martin

Partner and Co-Founder
Veteran C-suite executive with 40+ years in professional services, including Big Four and investment banking. Expert in leadership, business development, and operations.
Lucia Wind

Senior Advisor
Currently serving as the first CEO/Executive Director and Board Chair of COSO with 25+ years as a former Chief Audit Executive and Risk Management Executive with functional expertise in Audit, Corporate Governance, SOX Internal Controls, ERM, Compliance, Cybersecurity and Fraud.
Brian Keane

Senior Advisor, Investment Banking
Brian is an investment banker with 30+ years of M&A experience, including leadership at a global investment bank and a public tech company. He founded two FINRA-registered M&A firms and helps entrepreneurs raise capital and maximize value.