We do not service business associated with the Health Care Industry or industries adjacent to healthcare. 

Our Strength Lies With Our Partners

The problem solvers

Meet Our Leaders

Our leadership team brings decades of expertise in mergers & acquisitions, investment strategy, and wealth management. Each leader is dedicated to delivering personalized, strategic guidance to help our clients achieve their financial goals. Get to know the experts driving our commitment to excellence and client success. Ready to maximize your company’s value?

jon millikan

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Principal Director & COO

Justin Brotton

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VP of Marketing

Christina Ketses

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Managing Director

Corey Hines

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Managing Partner

Greg Phelps

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Managing Partner

Bryan Okpala

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Managing Director

Matthew Tamblin

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Managing Director

Sohrab Akrami

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Managing Director

Joe Brangenberg

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Senior Analyst