ChurchillTerry

Thirty years of experience in technology, sales and finance in companies of all sizes and phases. John pairs more than twenty years as a successful entrepreneur with seventeen years as an adjunct professor at one of the top ranked business schools in America, where he teaches entrepreneurship, private equity, and venture capital.

A life-long musician, willing to lay down a bass groove at the drop of a beat.

Twenty years of experience as an analyst, investment banker, entrepreneur, consultant and Ivy League economist. Brian won an award at Princeton (from then-department chair Ben Bernanke) for his senior thesis in international currency arbitrage, as well as a second degree in international politics, and an MBA from Wharton.

Brian grew up as a baseball pitcher who continues to enjoy odds-making in sports as well as politics.

25+ years of technology and leadership experience turning complex business challenges into innovative software solutions. As Founder and CEO of Aezion, Chris has built a global digital engineering company dedicated to helping organizations achieve their vision of success through custom software, data, cloud, AI, and digital transformation. His leadership philosophy centers on trust, technical excellence, servant leadership, and a simple promise: Get it Right. Make it Right.

Chris is passionate about developing people, using technology to create lasting value, and building an organization whose impact extends beyond its clients to its employees and communities.

As a finance and accounting leader with forty plus years, Gene brings a strategic, results-driven approach to helping organizations strengthen financial performance, improve operational efficiency, and make confident business decisions. He combines analytical discipline, technical expertise, and collaborative leadership to translate complex financial information into clear insights and practical action. His roles range from Controllership to CFO across truckload and LTL freight, manufacturing, healthcare, defense contracting, service industries and IT customer service.

A graduate of SMU's Cox School of Business, Gene is a proud husband, dad, stepdad, father-in-law, and grandfather to nine uniquely amazing individuals. His downtime is spent therapeutically in his garden, tending to his various plants and trees.

Dale advises founder-led, family-owned, privately held, and investor-backed companies on growth, operating discipline, and enterprise value — helping leadership teams translate ambition into execution across finance and operations, commercialization, governance, and performance management. His career sits at the intersection of growth strategy, operating model design, and technology enablement, spanning C-suite advisory, shared and managed services design, outsourcing structures, and transformation efforts. He also serves as an advisor to Aezion, supporting the commercialization of technology and managed services offerings.

Over 25 years of experience in Human Capital startup and transformation within Fortune 500, Private Equity, and Founder businesses. Jay establishes and elevates businesses by creating a strategic Human Capital platform that stabilizes the company, drives scalable growth, strengthens enterprise value, and enhances investor confidence. Through a collaborative partnership, Jay protects and stabilizes the business with operational value, organizes it through organizational design, development, and governance, and nurtures it with talent strategy and programs.

A proud father and husband, Jay enjoys partnering with his wife as they nurture their two daughters. He is an avid soccer coach and enjoys giving back to the community through advisory and board support.

A senior executive who has built a career enabling sales organizations and transforming operational performance for Fortune 500 companies. His work in knowledge management and sales enablement has been recognized by CEO Meg Whitman with the HPE President's Quality Award and cited by the American Productivity and Quality Center as a model for organizational excellence. As Head of Global Sales Enablement at DXC Technology, a $21B global IT services company, he built a database of more than 4,400 structured “deal fingerprints” that saves sales teams roughly 35 hours per pursuit, and designed an AI-powered upsell and cross-sell engine that surfaced $345M in wins. Earlier roles span supply chain leadership at DXC, Texas Capital Bank, Upbound, PricewaterhouseCoopers, Cadbury Schweppes Americas Beverages and Electronic Data Systems.

Edward holds an MBA from SMU's Cox School of Business and a BBA in Finance from The University of Texas at Austin, and served on the Dallas YMCA Board of Directors from 2016 to 2019. Outside work he enjoys time with his wife and three sons and investing in the Dallas community.

30+ years of experience helping entrepreneurs, public and privately held businesses turn vision into enterprise value. Scott brings an operator's perspective to strategy, finance, technology, and capital, serving as SVP of ChurchillTerry. He is particularly passionate about investing in and mentoring founders building companies that can make a meaningful impact.

A husband, father and stepfather of six, proud Baylor alum, Scott is grounded by faith, family, and service. Away from the boardroom, you'll usually find him with his family, at a live music venue, or adding another record to an ever-growing vinyl collection.

I'm an operations and financial management professional with a track record of keeping complex, multi-entity organizations running with precision and purpose. As Operations Manager at Churchill Terry & Associates, I support a firm that provides financial advisory and money management services to over 25 companies. My work spans financial reporting, bank reconciliation, client billing, vendor payments, and data analysis — all in service of giving business owners the clarity they need to make confident, high-level decisions. I also lead employee onboarding and internal operations, making sure the firm runs efficiently from the inside out.

My family founded and operates the North Texas Charitable Foundation, a Dallas-based organization that awards grants to nonprofits across Texas, where I serve as a Board Member. I'm a University of North Texas grad, and outside of work you'll usually find me watching basketball or digging through trading cards.

Lindsey is a strategic advisor with deep experience in organizational design, executive communication, and finance. She helps emerging and established teams translate vision into operational clarity and enterprise value, guiding leaders through strategy refinement, project rescoping, and disciplined execution with a pragmatic, structured approach. Her background spans advisory work, departmental realignment, and brand development, with a focus on simplifying complexity and strengthening cross-team collaboration.

A wife and mother of two young sons, Lindsey is grounded by family, community, and a deep connection with nature. Outside her advisory practice, she's an avid equestrian, often found in the barn or out on the trail.

I've been a senior financial professional at Churchill Terry & Associates for close to 25 years. My work includes onboarding many different types of business clients with issues such as clean-up, catch-up, re-organizing financial systems, or a simple change of the financial team. After the initial startup process, we continue with monthly ongoing comprehensive services that include reporting and meetings with business owners. I have in-depth experience in financial accounting, tax and tax planning, managerial and cost accounting, business valuations, investment management, and non-profit entities.