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Team

Middle market business owners deserve senior-level attention from the first meeting to the last.  Among our 175+ corporate finance experts, over half of them are senior professionals with experience that can range from 20 to 30+ years.  As a team, we have closed over 650 M&A, financing and financial advisory assignments, representing over $25 billion of value.  With a long track record of success, we are dedicated to delivering results that maximize value for clients.

 

John Ferrara

Founder & CEO

Phil Seefried

President

Paul Janson

Chief Operating Officer

Jacob Voorhees

Head of M&A

Todd McMahon

Head of Investment Banking

Daniel McBroom

Head of Private Capital Markets

Brian Davies

Managing Partner

Jim Calandra

Head of Financial Advisory Services

Kent Brown

Head of Debt Advisory Group

Shannon Cullen

Head of HR & Administration

Peter Asiaf

Managing Director, Business Development

David Baker

Managing Director

Bob Balaban

Managing Director

David Bench

Managing Director

Brian Boyle

Managing Director

Jack Bradley

Managing Director

David Brinkley

Managing Director

Brendan Burke

Managing Director

Sophea Chau

Managing Director

Tyler Comann

Managing Director

Ian Cookson

Managing Director
Khelan Dattani

Khelan Dattani

Managing Director

David DeSimone

Managing Director

Scott Eisenberg

Managing Director

Tom Elliott

Managing Director

Michael Ewing

Managing Director

Horacio Facca

Managing Director

Roy Farmer, II

Managing Director

David Francione

Managing Director

Darin Good

Managing Director

Sam Hill

Managing Director

Frank Hundley

Managing Director

CJ Hummel

Managing Director

Roger Kahn

Managing Director

Samrat Karnik

Managing Director

Ted Kinsman

Managing Director

John Koskiewicz

Managing Director

Stephen Lewis

Managing Director

Jamie Lisac

Managing Director

Paul Louie

Managing Director

Tom McConnell

Managing Director

David Michaels

Managing Director

Peter Nam

Managing Director

Tess Oxenstierna

Managing Director

Theodore Polk

Managing Director

Rod Rivera

Managing Director

David Rychalsky

Managing Director

Brian Schofield

Managing Director

Mike Schumacher

Managing Director

Burke Smith

Managing Director

Chris Smith

Managing Director

John Snead

Managing Director

Bill Sprague

Managing Director

Sheldon Stone

Managing Director

Frederick Thomas

Managing Director

Doug Usifer

Managing Director

Kenneth Wasik

Managing Director

Eric Williams

Managing Director

Chris Bluse

Senior Director

Bruce Goldstein

Senior Director

Matt Huebner

Senior Director

Shawn Keenan

Senior Director

Lisa Tolliver

Senior Director

Pete Bailey

Director

Jesse Betzner

Director

Adam Brissette

Director

Rachel Candler

Director

Mark Casper

Chief Financial Officer

Olivia Ferris

Director of Strategy & Operations

Crista Gilmore

Director

Brad Goldsmith

Director

Jeremy Huish

Director
Brian Jacobson

Brian Jacobson

Director

Brian Krehbiel

Director

Rebecca Levesque

Director of Marketing

Harvey Mason

Director

James Morden

Director

Teak Murphy

Director

Tracy Patch

Director

Brian Phillips

Director

Yogesh Punjabi

Director

Shareef Simaika

Director

Mark Surowiak

Director

Steven Deis

Senior Vice President

Jordan Houtz

Senior Vice President

Rick Jaye

Senior Vice President

Luis Moya

Senior Vice President

Daniel Zugell

Senior Vice President

Ryan Byrd

Vice President
Christopher Cardinale

Christopher Cardinale

Vice President

Sarah Doherty

Vice President of Research

Charlotte Franson

Vice President

JR Gibbens

Vice President

Brad Harrop

Vice President

Samuel Kaplan

Vice President

Paul Koeniger

Vice President Business Development

Whitt Larkin

Vice President

Sam Matlin

Vice President

Jay Mercier

Vice President

Adam Morris

Vice President

Hilary Morrison

Vice President

Nic Staloch

Vice President

Garrett Vaz

Vice President

Wolfgang Zahner

Vice President

Cindy Atherton

Office Manager

Jack Wagner

Associate Business Development

Todd Bomberg

Senior Advisor

Ricardo Campoy

Senior Advisor

David Charles

Senior Advisor

Randy Eppler

Senior Advisor

Ray McCormick

Senior Advisor

Edward Schatz

Senior Advisor

Joel Schneyer

Senior Advisor

Jerry Sturgill, J.D.

Senior Advisor