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RIA · CRD 298677State-Registered Investment Adviser

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RED CEDAR

Red Cedar helps business leaders create and run efficient Accounting and HR processes so they can focus on growing their companies. As business owners turned...

Overview

Red Cedar helps business leaders create and run efficient Accounting and HR processes so they can focus on growing their companies. As business owners turned consultants, the firm analyzes back-of-house operations, adjusts what is needed, and sets processes up to run smoothly using technology. Since 2016 it has teamed up with like-minded small to mid-sized companies, providing accounting, fund administration, information systems, fractional outsourcing, and human resources support.

General information

Firm type

RIA

Principals

Mike Schmansky

CEO and Founder

Lauren Niziol

Director of Human Resource Advisory

Ian Nichols

Market Director, Advisory Services - Western Region

Kim Bailon

Director of Tax Services

Steve Ponce

Director, Accounting Advisory Services

Sector focus

Small to mid-sized companies

Frequently asked questions

How does RED CEDAR source proprietary deal flow?

RED CEDAR's deal sourcing model is not publicly known. The firm does not report any external partnerships or co-investment relationships.

Does RED CEDAR participate in fund commitments or only direct deals?

There is no public information on whether RED CEDAR makes fund commitments, direct investments, or uses a mixed approach.

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