Meet Our Team
Our team is here to guide you through the M&A process.
Our team brings together a diverse group of professionals, each contributing unique skills and perspectives to guide clients through the complexities of the M&A process. We are committed to continuous improvement, both professionally and personally, and we actively seek ways to grow our expertise. Like pieces of a puzzle, we combine our strengths to provide the highest level of service. When specialized expertise is needed, we leverage our expansive network to ensure every client receives the best possible support.


Managing Partner


Managing Director – Sell-Side


Managing Director – Buy-Side


Director of Operations


Sell-Side Associate


Sell-Side Associate


Sell-Side Analyst


Sell-Side Analyst


Sell-Side Analyst


Buy-Side Director


Buy-Side Associate


Buy-Side Search Director


Buy-Side Search Director


Buy-Side Associate


Buy-Side Associate


Buy-Side Associate


Buy-Side Associate


Buy-Side Associate


Buy-Side Associate


Buy-Side Associate


Buy-Side Associate


Buy-Side M&A Advisor


Buy-Side M&A Advisor


Marketing & PR Associate


CRM Administrator


Listing Manager


People Operations Specialist


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor


Exit Planning Director


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor


Mergers & Acquisitions Advisor

Mergers & Acquisitions Advisor
Not pictured: Pat Short, Sadie Walters, Valerie Lewis, and current Buy-Side and Sell-Side Interns.