Advisors in United States
Matthew Bristow
Managing Director, ClearRidge LLC
Matthew is a Certified Merger and Acquisition Advisor and a federal and state registered investment banker. Matthew co-founded ClearRidge with Bruce and has a range of banking experience from London, England. Prior to moving to the US and becoming an American citizen, Matthew managed the...
Nate Nead
Director
Nate Nead has has extensive experience in corporate M&A, business sales and business consulting. Nate works directly with clients in front-loading strategic growth for extracting maximized sale value of corporate assets in the middle market. Prior to Merit Harbor Group, Nate managed direct...
Ron Nakamoto
CEO of Empowered Wealth Partners
Ron Nakamoto is the CEO of Empowered Wealth Partners and a major contributor to Empowered Wealth group of companies. He was one of the founding Quadrant Living Architects and a long-time proponent of Empowered Wealth principles, concepts, and tools. A Certified Financial Planner since 1987, he is...
John D. (Jack) Kearney, Sr.
Managing Director of Investment Banking, Dumas Capital Partners, LLC
Jack Kearney is the Managing Director of Investment Banking at Dumas Capital Partners, a boutique investment & merchant bank that provides sophisticated advisory services for mergers, acquisitions, divestitures, capital formation, and balance sheet refinancings. This firm is headquartered in...
Carmen Bianchi
Founder and Principal at Carmen Bianchi Family Business Associates
Carmen Bianchi has been a Family Business Consultant since 1991. She is the founder and director of the EMC Business Forum at San Diego State University, servicing the growth needs of family and closely held businesses. She was the founder of the University of Texas at El Paso Family Business Forum...
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...
Andrew Sherman
Partner, M&A
Andrew Sherman focuses his practice on issues affecting business growth for companies at all stages, including developing strategies to leverage intellectual property and technology assets, as well as international corporate transactional and franchising matters. He has served as a legal and...
Edward J. Dawson
Chairman, President, and CEO, Capital Alliance
In his thirty-year tenure as Chairman and CEO of Capital Alliance, Ed Dawson has been internationally hailed as one of the premier negotiators in the world, twice earning the title “Deal Maker of the Year” by M&A International. The author of four books and a contributor to Business Week, Ed...
Jeff Leatherman
Business Development
Jeff participates in Trive Capital's Business Development efforts. He focuses on creating long-term value through relationship building, reaching out to traditional and non-traditional intermediaries, conducting diligence on investment targets, and identifying senior executive candidates.Prior to...
Courtland Scaccetti
Associate
Courtland joined Graham Partners in 2013. At Graham, Courtland sources and evaluates new investment opportunities and also provides ongoing support and oversight for a number of Graham Partners’ current portfolio companies.Prior to joining Graham Partners, Courtland worked for Sixpoint Partners,...
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