Advisors in Ohio

James Branson
Managing Partner
Focused on privately-held seller companies $3 million to $30 million in sales. Manage the complete process for sellers and buyers resulting in successful divestitures or acquisitions. Several years in General Electric management; then in 1981, syndicated an investor group resulting in a purchase of...
Cleveland/Akron, Ohio
(330) 764-1073
Kate Faust
Partner, Business Development
Kate joined Rockwood's Cleveland office in 2015 and focuses on business development. Prior to joining Rockwood, she was Vice President, Finance and Chief Financial Officer at SIFCO Industries, Inc., a publically traded manufacturing company focused on the aerospace and energy industries. Prior to...
Cleveland, Ohio
(216) 278-7070
Patrick Odell
Principal - Brixey & Meyer Capital
Patrick has worked on deals for clients that were worth nearly $3 billion.As Senior Manager, Patrick works with investors and portfolio companies in a multitude of industries to ensure they have the necessary tools to exceed their goals and become leaders in their respective industry. Patrick’s...
Cincinnati, Ohio
(937) 206-3328
Jim Foley
Partner
Jim Foley joined Kirtland in January 2000. Prior to joining Kirtland, he worked as a manager in the Transaction Services Group of PriceWaterhouseCoopers in Cleveland and was a Vice President in the Commercial Lending Division of KeyCorp. He serves as a Director of SmartSource and Northwest. Jim is...
Beachwood, Ohio
(216) 593-2120
Jonathan Ives
Managing Director
Jonathan Ives is a managing director for SCG Partners. He leads the private equity and corporate development efforts, including deal sourcing strategy and execution, managing deal flow, analyzing and executing on acquisition opportunities, and developing and maintaining intermediary relationships....
Cleveland, Ohio
(216) 633-0616
MIchael Arguelles
Vice President
Michael D. Arguelles, Vice President, is responsible for initiating investment opportunities, structuring investments, performing due diligence, negotiating transaction terms, working with Portfolio Company management teams, and managing the disposition of investments.Prior to joining Stonehenge...
Columbus, Ohio
(614) 246-2490
Arthur Helmstetter
Sr. Business Advisor
Art has helped numerous business owners realize their dream of starting and profitably running and exiting their business over the past 5 years as a business advisor. He is an owner of two businesses and has grown three start-ups into multi-million dollar businesses. He is a devoted believer in the...
Dayton, Ohio
(937) 985-0481
Brendan Anderson
Co-Founder & Managing Partner
Brendan Anderson has spent the past 20 years as an investor and manager of businesses ranging from manufacturing to financial services. Fascinated by the capital gap within the small business growth sector, he rapidly came to the conclusion that providing best practices in addition to growth...
Cleveland, Ohio
(216) 593-0402
Jeffrey Kadlic
Co-Founder & Managing Partner
Jeffrey Kadlic spent the first 10 years of his career making private investments in an institutional setting.  Early success was achieved in large part to an entrepreneurial mindset within a corporate culture.  While practicing as an institutional investor, working in and around dynamic...
Cleveland, Ohio
216-593-0402 x 206
Dave Marx
Managing Principal, Front Runner Consulting
With Series 7 investment banking experience, FRC founder Dave Marx represents buyers and sellers based on: At least $1 million of revenue Transaction range of at least $5 million Whether you are an executive looking for acquisition capital, your business is in need of capital, or your company is in...
Loveland, Ohio
(877) 328-3360

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