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Jul 2026

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The Grid Directory — People and Organizations

All People Organizations

Discover Experts and Support for Your Business Transition

Browse detailed profiles, services, and insights from experts helping small and medium businesses plan successful transitions, including exiting through employee ownership.

Join The Grid

AM

Anthony Marotta

Banyan Software

Director of M&A

KT

Kyle Taura

Garden City Companies

MA

Mike Arrieta

Garden City Companies

NI

Nick Illuminati

Garden City Companies

JR

Jack Rizvi

JC

Jory Caulkins

Enduring Companies

JK

Jonathan Kasen

Shaker Valley Capital Partners

Managing Member

FV

Fritz von Guionneau

Continental Grain Company

Co-Head, Direct Investments

JD

Jeremy Davis

A&O Management Group

Managing Partner

DM

David Mortamais

BK

Brendan Killackey

Janel Corporation

Chief Executive Officer

RG

Ron Gardner

Alliant Capital Advisors

EI

Elliott Ismail

ST

Santiago Tagtachian

Pine Investments

DF

Dan Forguson

The HFW Companies

Chief Financial Officer

MF

Mark Firmin

MV

Michael Voice

Sunridge Partners

DK

Dennis Kane

MB

Mike Bouchard

Managing Partner

TR

Tim Rooney

Quinsig Capital

CM

Carson Murray

JU

Josh Underwood

Blue Ridge Succession Fund

AF

Alan Freeman

Acorn Capital Partners

SR

Scott Rassatt

DV

Danny Vivier

WW

William Wilder

DD

Dr. Devin Flowers

Founder and CEO

BK

Ben Knoll

Alamar Partners

Managing Partner

CL

Chris Lueck

Alamar Partners

Managing Partner

UM

Umar Mir

Union Software Group

Co-Founder & Partner

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