Advisors in United States

Rafael Alfonzo
Managing Partner at Quatrefoil Capital
Rafael Alfonzo is an entrepreneur with more than 15 years experience operating, investing in, and representing startup and growth businesses. He is the founder and managing partner of Quatrefoil Capital.Rafael previously co-founded Distributed Sun, a solar energy developer that builds and operates...
Washington, District of Columbia
(301) 246-0709
Will Lucas
Senior Associate at Azalea Capital
Mr. Lucas is a Senior Associate at Azalea Capital. His responsibilities include identifying and evaluating investment opportunities, supporting transaction due diligence, and working with management teams to implement growth strategies. Previously, Will was an Analyst at Azalea Capital.Prior to...
Greenville, South Carolina
(864) 235-0201
Matt Kadar
Third Lake Capital
Prior to working in Third Lake Capital, Matt was a Mortgage-backed security Trader in BNP Paribas. He helped in launching the first successful agency credit risk transaction with senior MD which resulted in new line of business for the firm, with approval to trade portions of $400MM notional M1 and...
Tampa, Florida
(813) 515-4566
Garret Iden
Vice President of Business Development at Peak Rock Capital
Mr. Iden is a Vice President of Business Development at Peak Rock. Previously, he was a Senior Associate at Hammond, Kennedy, Whitney and Company, where he focused on making control investments in middle market companies. Before joining HKW, Mr. Iden was an Analyst in the Mergers and Acquisitions...
Austin, Texas
(512) 765-6515
Jeffrey Wolpin
Owner at Accredited Business Appraisals & Valuations
Mr. Wolpin has been performing business and real estate valuations for over 30 years. When the firm’s associates are counted, the years of appraisal experience represented by the company as a whole more than triples.Prior to organizing his own firm Mr. Wolpin was a mergers and acquisitions deal...
Santa Clarita, California
(661) 263-0911
Enrique Jauregui
Business Development
Mr. Jauregui joined Trivest in 2015. He is responsible for increasing deal flow at Trivest. Mr. Jauregui spent four years on the acquisitions team at COFE Properties. During his tenure with COFE, Mr. Jauregui assisted on numerous transactions for their real estate investment fund. Mr. Jauregui...
Coral Gables, Florida
(305) 858-2200
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
Brad Mewes
Principal, Supplement
Brad provides strategic and financial advisory services to the automotive aftermarket industry world wide, specializing in M&A (Mergers and Acquisitions) and outsourced corporate finance and CFO functions. He has been featured in publications globally including:ABRNDriving Sales NewsAftermarket...
(949) 478-4099
Glenn Lippman
Consulting Physician/Partner at Vertess
I bring over 40 years of professional experience to Vertess – my work includes being a practicing psychiatrist, a medical administrator, and an educator. During my career, I have served as a Medical Director in both the public and private settings. I have also been a Residency Director and Chair of...
Tucson, Arizona
(602) 885-2069
Nancy Newberry
Managing Director and Partner at Vertess
Before assuming my Managing Director and Partner position with Vertess, I have had multiple executive roles in the intellectual/developmental disabilities (I/DD) and behavioral healthcare fields. These included being the CEO of an Arizona behavioral healthcare agency that served over 12,000...
Tucson, Arizona
(512) 809-4981

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