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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

JW

Joseph Wabick

Kreshmore Group

Managing Partner

RF

Russ Fein

Corporate Fuel Advisors

Managing Director

DK

Doug Karan

DB

David Bernstein

JM

Jacob Meehan

Senior Associate

JM

Jake Mende

TC

Tyler Carlson

MS

Michael Schroeder

BO

Bill O'Shields

Managing Director

MW

Mark Wilser

Global Capital Markets Incorporated

RA

Rahn Amitai

Merit Investment Bank

ZS

Zach Sease

Merit Investment Bank

DL

David Lopez

Merit Investment Bank

DW

Dustin Walling

Merit Investment Bank

DR

David Rosenberg

TD

Tom Davidson

Davidson Capital Group

JH

Jonathan Hodson-Walker

Silverwood Partners

Managing Partner

JS

Josh Stinehour

Silverwood Partners

JS

JT Schroeder

NorthView Advisors

Managing Director

JJ

John Jensen

Managing Director

AN

Andrew Nussbaum

Bridgepoint Investment Banking

CR

Corey Ryan

Bridgepoint Investment Banking

Managing Director

WL

Wm. Lee Merritt

Bridgepoint Investment Banking

Managing Director

CG

Chad Gardiner

Bridgepoint Investment Banking

CL

Church Lewis

Atlas Technology Group

Managing Director

PB

Peter Benedict

Atlas Technology Group

Managing Director

EK

Eric Kern

Allegiance Capital Corporation

Managing Director

BE

Brent Earles

Allegiance Capital Corporation

Senior Vice President

TG

Travis Gibson

SH

Shama Hyder

Allegiance Capital Corporation

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