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Meet Our Expert Team!

Discover our seasoned team of M&A professionals, each bringing unparalleled expertise and firsthand insights to empower your business to achieve maximum value. United by a commitment to excellence and transformative outcomes, we’re your trusted partners in providing solutions tailored to your unique path to success.

Dena Jalbert

Founder & CEO

Craig Wendel

Managing Director, Deal Origination

Derek Swanson

Derek Swanson

Managing Director, Deal Fulfillment

Kristina Cmorey

SVP, Deal Operations

Erik Andersen

Erik Andersen

Vice President, Deal Fulfillment

Kat Cook

Director, Mergers & Acquisitions

Gregory Fefferman

Gregory Fefferman

Director, Mergers & Acquisitions

Tim Hughes

Director, Mergers & Acquisitions

Austin Lortie

Director, Mergers & Acquisitions

Kelley Phan

Director, Mergers & Acquisitions

Bryan Marks

Associate, Deal Origination

Elizabeth Drivas McEnroe

Channel & Alliances Sales Executive

Patrick White

Associate, Deal Operations

Connor Foreman

Connor Foreman

Senior Associate, Deal Fulfillment

Rem LeBow

Rem LeBow

Associate, Deal Fulfillment

Ankit (Kit) Patel

Associate, Deal Fulfillment

bruce walk

Bruce Walk

Director, Deal Fulfillment