Advisors in United States

Matthew Grodin
Managing Director/Senior Analyst
Managing Director/Senior Analyst Mr. Grodin is a Senior Analyst and manages investments for Spectrum. He has 14 years of broad experience in analyzing, structuring and executing complex transactions. Prior to joining Spectrum in 2005, Mr. Grodin spent five years at JPMorgan in the Real Estate...
New York, New York
(212) 687-9555
Kevin Sykes
Principal
Kevin Sykes is a career business developement professional.  Prior to founding Crestpoint Acquisitions in 2010, Mr. Sykes was a General Manager at Brooke Stone Parnters, a southeast real estate investment and development firm, where he was presonally involved in the board...
Atlanta, Georgia
(888) 393-0520
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
Eric Yeh
Senior Associate
Mr. Yeh is a Senior Associate at CoView where he is responsible for supporting a variety of M&A, capital raising and corporate finance assignments. Mr. Yeh began his career at Canyon Capital Advisors, an investment fund with approximately $20 billion under management, where he was responsible...
New York, New York
(212) 750-0011
Samuel Yellin
Principal and Managing Director
Mr. Yellin has some thirty years of industry and investment banking experience. Mr. Yellin’s clients include well known U.S., European and Asian corporations. Mr. Yellin began his career with Texaco in 1979 and in 1986, he accepted a position in corporate finance with the investment banking firm of...
New York, New York
(212) 750-0011
Neil Morganbesser
Co-Founder and President & CEO at DelMorgan & Co.
Neil Morganbesser is co-Founder and President & CEO of DelMorgan & Co. where he provides senior leadership within the firm and helps oversee all client engagements. Mr. Morganbesser is also CEO of Globalist Capital LLC, DelMorgan’s broker-dealer affiliate. Mr. Morganbesser has over 20 years...
Santa Monica, California
1-310-319-2000
Steve Carver
Partner
Steve daylights as PitchBook Data’s Managing Director of Private Equity. He works with bulge bracket banks, business intermediaries, and private equity firms helping them access and analyze data around private company transactions and fundraising to more efficiently and effectively execute their...
Seattle, Washington
(206) 790-2434
Nick Schmiemann
Associate
Prior to joining Lineage, Nick worked as an investment banking analyst at Oppenheimer & Co. and at RBC Capital Markets where he focused on the financial services sector. Nick holds a B.A. in Economics with a minor in Mathematics from Bates College...
Boston, Massachusetts
(617) 778-0670
David Affinito
Partner
David Affinito joined ZS in 2007. Previously he analyzed private equity transactions for the investment arm of Brown Brothers Harriman Co. Prior to that, David worked in the investment banking division of JP Morgan Chase & Co. David received his B.A. in Economics from Yale College...
New York, New York
(212) 398-6200

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