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Executive Leadership
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All
Executive Leadership
Mergers and Acquisitions
Consulting
Financial Analysis
Member Services
Legal Consulting
Business Development
Marketing
Business Operations
Business Intelligence
Executive Leadership
Brad Bueermann
CEO / Principal
Eric Leeper, CFA
CFO / Principal
James Fisher, JD
VP of Mergers & Acquisitions / Principal
David Grau Sr., JD
Founder
Elise Rogers
VP of Marketing
Scott Leak, CFP®
Director of Business Development & Senior Consultant
Marcus Hagood
EMS™ Director
Lisa King
Director of Operations
Travis Piotrowski
Director of Digital Programs & Business Intelligence
Mergers and Acquisitions
James Fisher, JD
VP of Mergers & Acquisitions / Principal
Jeanie O'Reilly Northcutt
Senior M&A Consultant
Benjamin Willis, JD, MBA
M&A Consultant
Samantha Foster
M&A Coordinator
Alex Cordial
M&A Administrative Assistant
Consulting
Eric Leeper, CFA
CFO / Principal
David Grau Sr., JD
Founder
Stuart Smith, JD
Senior Consultant
Eric Godes
SVP, Senior Consultant
Andrew Town
Senior Consultant
Kathryn "Kem" Taylor, CBEC
Consultant
Eric Fettig
Business Consultant
Cindy Prater
Consultant
Randi Ford
Program Manager
Claudia Bueermann
Program Manager
Laura Tarrant
Project Coordinator
Financial Analysis
Kevin Goserud, CFA
VP of Financial Analysis
Aaron Wells, CVA
Director of Financial Analysis
Siena Halpin
Senior Analyst
Ethan Walker
Senior Analyst
Sam Kennedy
Valuation Analyst
John McClory
Valuation Analyst
Cole Bauge
Financial Analyst
Otto Holtari
Valuation Analyst
Josh Harrington
Valuation Analyst
Jon Nehring
Valuation Coordinator
Member Services
Marcus Hagood
EMS™ Director
Mike McKennon
EMS™ Consultant
Mallory Boutin, MBA
EMS™ Consultant
Parker Trelstad
EMS™ Consultant
Stephanie Legge
EMS™ Coordinator
Keoni Conlu
EMS™ Coordinator
Legal Consulting
Geoff Schiveley, JD
VP of Legal
Ross Neher, JD
Senior Legal Consultant
Stuart Smith, JD
Senior Consultant
Stephen Riley, JD
Legal Consultant
Miko Santos, JD, LLM
Legal Consultant
Anthony Adams, JD
Legal Consultant
Sydney Dương Holmes, JD
Legal Consultant
Kim Paulus
Paralegal
Ailish Duff
Paralegal
Hassan Eltelbany
Paralegal
Business Development
Scott Leak, CFP®
Director of Business Development & Senior Consultant
Douglas Kreft
SVP of Sales and Services
Frederick Hanish
Senior Consultant
Seth Davis
Business Development Specialist
David Ambrico
Business Development Specialist
Buffy Fletcher
Business Development Coordinator
Paula Williams
Business Development Associate
Marketing
Elise Rogers
VP of Marketing
Kayla Mahar
Graphic Designer
Shelby Wells
Marketing Specialist
Tyler Manthe
Marketing Assistant
Natalie Jones
Marketing Assistant
Business Operations
Lisa King
Director of Operations
Jessica Mann
Director of Accounting
Tiffany Souza
HR Specialist
Caleb Herzberg
Business Analyst
Brittaney Allen
Program Assistant
Business Intelligence
Travis Piotrowski
Director of Digital Programs & Business Intelligence
Michele Griffin
Business Intelligence Analyst
Jean-Christophe Zobel
Solutions Architect
Dave Writz
Developer