About

Character at our core, value in our outcomes

Areté ∙ [ä-re-tā’] : n – The aggregate of qualities, as valor and virtue, making up good character

Where Leadership Meets Execution

Areté is a fiduciary firm that guides companies through inflection points related to growth or stress, driving lasting results with hands-on execution.

We engage in roles with true authority and responsibility—such as Officers or Directors—aligning incentives with outcomes. Our tailored, hands-on model delivers solutions others can’t.

Our approach is rooted in restructuring fundamentals, enabling us to lead the complex processes of rapid transformation and apply it to crisis, turnaround, stable, and growth situations where speed is critical.

What Sets Areté Apart

01
Leadership

Each of our executives has been hand-picked for their experience leading complex, transitional processes. It is our unwavering commitment to put their experience behind solving your most challenging problems.

02
Fact-Based and Collaborative

Our decisions are based on data and facts, not conjecture. We value thought diversity when driving change through an organization and our experience instructs that collaboration on decisions to drive the best outcomes.

03
Managing Complexity

​​Our team has a proven track record of managing the most complex of situations to successful outcomes. We understand the variables driving constituency behavior and the competing views and opinions which need to be prioritized. Experience—and attitude—matters.

04
Bias to Action

We are not wired to consult; we are wired to act. We approach every situation with a sense of urgency driven by data and focused on problem solution and value creation. We are battlefield tested and will lead your team through complex change.

05
Value Creation

We believe tangible value creation starts at the front lines of the organization. Process, systems and people drive consistent and long-lasting value. Most other initiatives are just financial engineering and short-lived.

    I aim to lead with integrity and to add value in everything I do—through clarity, consistency, and follow-through.

    Grant Lyon
    Managing Partner
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    Gratitude, experience, and character are intertwined. They’re what ground me as a leader, driving steadiness in crisis and empathy in every decision.

    James Romey
    Principal
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    Leadership isn’t about having all the answers. It’s about having the judgment to act decisively and the humility to listen, especially to the people who are carrying the real weight of the work.

    Shawn Hassel
    Managing Partner
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      A Culture That Defines Us

      Our people make the difference. We bring dedication to every day, and challenge ourselves with curiosity and openness. Without ego, we debate honestly and stay focused on solutions.
      Meet Our People

      National Reach, Focused Impact

      With offices in New York, Chicago, Atlanta, Houston, and Park City, Utah, we partner with clients nationwide, bringing hands-on leadership wherever it’s needed most.
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      By the Numbers

      $ 150 MM
      Average Funded Debt (Range: $25–300MM)
      4
      Size of typical deal team
      10
      Months average engagement

      Join A Team That Wins Together

      At Areté, success is collective. We look for people who bring commitment, curiosity, and character—and we offer paths to grow and lead with us.

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