Playing to Our Strengths to Elevate Your Business.

We believe that we are the best partner to create successful outcomes. Our team is transparent and client-focused, with expertise across a wide range of industries, products and sub-verticals. We are different from most investment banks because we are not conflicted by trading, lending, research, or cross-selling business. We are completely focused on realizing your goals, as they are our goals too.

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Managing Directors

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Investment Banking
Professionals

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Offices

Senior Leadership

Scott Ames Headshot
Scott Ames Managing Director, Head of Financial Sponsors Financial Sponsors Group
Lorie Beers Headshot
Lorie Beers Managing Director, Head of Restructuring & Special Situations Restructuring & Special Situations
Jon Bushnell Headshot
Jon Bushnell Managing Director Channel Coverage
Michael Butler Headshot
Michael Butler Chairman & CEO
Kevin Cable Headshot
Kevin Cable Co-founder and Vice Chairman
Jonathan Cantwell Headshot
Jonathan Cantwell Managing Director, Head of Technology Enterprise SaaS
Kayla Cartoski Headshot
Kayla Cartoski Director Debt Capital Markets
Carl Comstock Headshot
Carl Comstock Director Restructuring & Special Situations
Everett W. Currier III Headshot
Everett W. Currier III Managing Director Renewable Power: Solar/BESS
Energy Transition Services
Energy Transition Supply Chain/Grid Products

John Dean Headshot
John Dean Managing Director Aesthetic Medicine
Healthcare Products & Distribution
Healthcare Services

Michael Del Pero Headshot
Michael Del Pero Managing Director Engineered Products & Solutions
Material Technology
Specialty Electronics

Jordan Finkler Headshot
Jordan Finkler Managing Director IT Services
Business Process Outsourcing (BPO)

Ben Freking Headshot
Ben Freking Director Technical Services
Facility/Property Services

Nathan Gordon Headshot
Nathan Gordon Director Enterprise SaaS
Kerri Hagen Headshot
Kerri Hagen Managing Director Financial Sponsors Group
Tyler Howard Headshot
Tyler Howard Director Bakery
Food & Beverage Manufacturing
Ingredients/Chemicals

Bryan Jaffe Headshot
Bryan Jaffe Managing Director, Head of Mergers & Acquisitions Companion Animal
Animal Health

Michael Kahn Headshot
Michael Kahn Director Capital Markets & Restructuring
Aarti Kapoor Headshot
Aarti Kapoor Managing Director Health, Wellness & Beauty Services
Restaurants
Pet Products & Services

Bill Kerkam Headshot
Bill Kerkam Managing Director Packaging
Plastics
Print

Sim Ketchum Headshot
Sim Ketchum Managing Director, Co-Head of Equity Capital Solutions Equity Capital Solutions
Muizz Kheraj Headshot
Muizz Kheraj Managing Director Tech-Enabled Business Services
Digital Marketing, Media, Entertainment

Tim Lufkin Headshot
Tim Lufkin Managing Director Financial Sponsors Group
Vitaliy Marchenko Headshot
Vitaliy Marchenko Managing Director Healthcare IT & Software
Healthcare Services
Physician Practice Management
Behavioral Health

Jeremy Mau Headshot
Jeremy Mau Managing Director Auto Aftermarket
Remanufacturing
Specialty Vehicles

Josh Mastracci Headshot
Josh Mastracci Managing Director Multi-Site Provider Services
Consumer/Retail Healthcare
Surgical Specialties/Facilities

Thomas Mills Headshot
Thomas Mills Managing Director, Head of Capital Markets Capital Markets & Restructuring
Lindsey Monteleone Headshot
Lindsey Monteleone Chief Human Resources Officer
Connor Owens Headshot
Connor Owens Chief Financial Officer
Peter Purcell Headshot
Peter Purcell Managing Director, Co-Head of Equity Capital Solutions Equity Capital Solutions
Christian Schiller Headshot
Christian Schiller Vice Chairman, Market Development
Ilya Seglin Headshot
Ilya Seglin Managing Director Beauty & Wellness

George Sent Headshot
George Sent Managing Director, Head of Food, Beverage & Agribusiness Branded Food & Beverage
Ingredients/Chemicals
Protein and Bakery

Phil Sheridan Headshot
Phil Sheridan Director Facilities Services
Residential Services

Burke Smith Headshot
Burke Smith Managing Director Freight Forwarding & Freight Brokerage
Warehousing & Contract Logistics
Specialty Asset-Based Transportation

Adam Stormoen Headshot
Adam Stormoen Managing Director Medical Equipment Services
Facilities Outsourced Services

William Susman Headshot
William Susman Managing Director, Head of Consumer Fashion & Lifestyle Brands
Beauty & Wellness
Industry Disruptors

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