Our team has a collective 75 years of financial services experience; 28 specifically in M&A, private placement, strategic and transaction management

We have collectively closed and managed $364 million in transaction value

We are skilled at positioning sellers for maximum valuation, experienced in reaching large pools of strategic investors, adept at mitigating client risk, and seasoned negotiators on behalf of our clients

Meet Our Team

Dyanna Black – Principal

Mindy Klein – Associate

Karen Park – Associate