opportunity analysis


Lytham Partners, LLC Phoenix

Joe Diaz, Managing Partner

In a career spanning more than 25 years Joe Diaz has extensive experience in advising and counseling corporate management teams on operational and valuation issues. He has been instrumental in crafting and executing strategic programs that have yielded significant enhancement of shareholder value --including AdvancePCS (now Caremark Rx, Inc.), Allied Waste, Inc. (NYSE: AW), Bio-Rad Laboratories (AMEX: BIO), CNS, Inc. (NASDAQ: CNXS) and Abaxis, Inc. (NASDAQ: ABAX), among others. With a background in portfolio management Joe maintains a strong belief that investors in the small cap arena are actually "investing" in management teams than can consistently grow businesses, rather than innovative products and services. His primary focus is on establishing and maintaining management credibility. An alumnus of Coe College, Joe, along with his wife Pat, is an avid equestrian, sports fan and free market capitalist.

Joe L. Dorame, Managing Partner

Joe provides management, design and implementation of strategic plans to enhance shareholder value for unique leading-edge companies. In a career that spans 15 years, he has been responsible for overseeing more than $2 billion in capital appreciation for client companies under his direct management. Previously, he was affiliated with a leading regional investment banking and securities firm where he was responsible for initiating and operating the first United Mexican States Federal Treasury Certificate (CETES) desk in Arizona. Additionally, he has a comprehensive background in the brokerage business, including financial modeling, IPOs, private placements, and foreign government securities. Joe holds a B.A. degree from Arizona State University.

Robert A. Blum, Managing Partner

Robert has worked in the investor relations field for more than 15 years, developing strategies and relationships that have garnered his clients national media attention and significant increases in shareholder value. With a background in finance and strong relationships with money managers and analysts, his expertise lies in the ability to articulate a company's value proposition through benchmarks and metrics that easily resonate with the national investment community. Robert recently spearheaded the campaign and created the relationships that resulted in a client being named "Stock of the Decade" as the #1 performing stock for 2000-2010. An alumnus of Arizona State University, he holds a B.A. degree in Finance.

Lytham Partners, LLC New York

Adam P. Lowensteiner, Senior Account Manager

Adam Lowensteiner has been closely involved with micro and small-cap companies his entire career. Prior to joining Lytham, Adam was a Senior Account Executive at Wolfe Axelrod Weinberger Associates, an investor relations agency based in New York City. For thirteen years Adam worked intimately with the CEOs and CFOs of emerging growth companies seeking to expand the investor audience base. Prior to working at Wolfe Axelrod Weinberger, Adam worked as a sellside analyst with CJS Securities in White Plains, New York, as a generalist, but focused on small cap stocks. Prior to CJS, Adam worked several years with Individual Investor Group in New York City as a Senior Research Analyst, mostly researching micro and small cap ideas for the company's various publications and investment vehicles. Adam graduated from the Sy Syms School of Business at Yeshiva University with a Bachelors of Science in Finance. 

Partners and Team