Advisors in North Carolina

Kenneth H. Marks
Founder and Managing Partner, High Rock Partners, Inc.
Mr. Marks is the founder and Managing Partner of High Rock Partners, Inc. Kenneth's past positions included President of JPS Communications, Inc., a fast growth technology subsidiary of the Raytheon Company and President / CEO of an electronics manufacturer that he founded and grew to $22 million....
Raleigh, North Carolina
(919) 256-8152
Tracey Gillespie
President, Matrix Value Advisors, Charlotte, NC
For over 25 years Tracey Gillespie has been developing pragmatic solutions for private and public companies across a broad range of industries, strategic positions and capital structures.  Tracey brings uncommon insight to complex situations, quickly isolating the critical issues and helping...
Charlotte, North Carolina
(704) 451-6178
Jeff Brubaker
Managing Partner
We are a very aggressive firm in an industry that is notoriously passive. We provide exit strategies for business owners that have built an empire, and we help younger entrepreneurs build their own empires.We have a superior understanding of the synergies that exist between business sellers and the...
, North Carolina
John Bly
Managing Director
John developed an appreciation for the analysis of financial information -- and the powerful impact it has on business decisions -- at an early age. He grew up in New York as the son of a prominent certified public accountant. After graduation, John accepted a position at PricewaterhouseCoopers....
Matthews, North Carolina
(704) 841-1120
Saeed Moghadam
Managing Director
Saeed Moghadam is the Managing Director of LBA Haynes Strand Capital Advisors. Saeed came to LBA Haynes Strand in 2015 after 17 years of experience working in the financial services sector for NewDominion Bank, J.P. Morgan, Fifth Third Bank, and Bank of America. His experience includes managing...
Matthews, North Carolina
704-841-1120 ext. 123
James R. Forrest
Corporate Attorney at The Forrest Firm, P.C.
Lead attorney, James R. Forrest, began his career in Atlanta, Georgia working for one of the largest corporate law firms in the world. From 2005 to 2010, Mr. Forrest practiced with Moore & Van Allen, PLLC, one of the premier law firms in the Southeast. Mr. Forrest routinely works with companies...
Durham, North Carolina
(919) 313-4707
Dan Sanderson
Vice President
Daniel joined Colville Capital in 2008. He works with Colville's portfolio companies to develop and execute growth plans to expand organically and through acquisitions. In addition to working with Colville's portfolio companies, Daniel develops and maintains relationships with financing partners...
Charlotte, North Carolina
(704) 323-4422
Chris Weidenhammer
Managing Partner
Chris Weidenhammer is the managing partner and co-founder of Tillery Capital, a Charlotte, NC. based family office investment firm targeting lower middle-market companies. During his 20 years as an investor, Mr. Weidenhammer has led and/or played a significant role in 16 platform investments and 16...
Charlotte, North Carolina
(704) 258-9885
Clayton Collins
Founder and Managing Partner at Riomar Capital
Clayton Collins is the Founder and Managing Partner at Riomar Capital, an entrepreneurial investment firm formed to acquire, operate and grow a private business. Prior to founding Riomar Capital, Clayton Collins worked as an investment banker at RBC Capital Markets in the Mergers and Acquisitions...
Charlotte, North Carolina
(772) 539-1927
David Boykin
Transact Partners International is a Mergers and Acquisitions Advisory firm that serves middle market privately held companies, family owned businesses and corporate spin-offs. Transact Partners, headquartered in Raleigh, North Carolina, provides representation services to business owners selling...
Raleigh, North Carolina
(919) 844-2929

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