Meet the Team
Dedicated team of professionals all with first-hand experience in and knowledge of the lower-middle-market
Erik Andersen
Vice President, Deal Fulfillment
Kristina Cmorey
SVP, Deal Operations
Kat Cook
Director, M&A Services, Southeast Region
Gregory Fefferman
Director, M&A Services, Southeast Region
Connor Foreman
Senior Associate, Deal Fulfillment
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
Rem LeBow
Associate, Deal Fulfillment
Bryan Marks
Associate, Deal Origination
Kara Miller
Director, M&A Services, Midwest Region
Ankit (Kit) Patel
Associate, Deal Fulfillment
Derek Swanson
Managing Director, Deal Fulfillment
Bruce Walk
Director, Deal Fulfillment
Craig Wendel
Managing Director, Deal Origination
David Whitney
Director, M&A Services, Southeast Region