Meet the Team
Dedicated team of professionals all with first-hand experience in and knowledge of the lower-middle-market
Erik Andersen
Senior Associate, M&A Fulfillment Services
Tony Benedict
Director, M&A Integration Services
Kat Cook
Director, M&A Services, Southeast Region
Erika Etlen
Chief Marketing Officer
Connor Foreman
Associate, M&A Fulfillment Services
Doug Hall
Managing Director,
M&A Services,
West Coast Region
Tim Hughes
Director, M&A Services & Strategic Partnerships, Southeast Region
Dena Jalbert
Founder & CEO
Dan King
Managing Director of Consulting Services
Fran Korosec
Director, M&A Services, Southeast Region
Heather Nicole
Director, M&A Fulfillment Services
Ankit (Kit) Patel
Associate, M&A Fulfillment Services
Zak Sultan
Director, M&A Services, Southeast Region
Derek Swanson
Managing Director, M&A Fulfillment Services
Bruce Walk
Director, M&A Fulfillment Services
Craig Wendel
Vice President, Deal Origination