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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

DL

Drew Langford

Trailhead Partners

Managing Partner

ZW

Zach Whitt

Trailhead Partners

Managing Partner

RA

Raffi Aharonian

Catalyst Strategic Advisors

JR

Jim Reddinger

Catalyst Strategic Advisors

Managing Director

ML

Matt Lowd

SD Business Advisors

ZW

Zach Watson

NeXtward Advisors

JC

Jon Cottrell

eGateway Capital Advisors

BS

Bruce Seidel

eGateway Capital Advisors

JN

Jeff Ng

Idea Tree Advisory

JW

John Wall

BA

Baha Abhari

Fortuna Capital Mergers and Acquisitions

JT

JT Tounge

Tounge Associates

DK

Daniel Karalash

Vice President of Operations

SA

Sarah Averitt

MB

Matthew Blain

Tarsus CFO Services

JM

John Martinka

Nokomis Advisory Services

DL

David Lyons

MB

Matt Brunstrum

Lakeside Acquisitions

Founder and CEO

RC

Ryan Conner

CADE Energy Partners

AS

Andy Swartz

Optima Mergers & Acquisitions

Managing Director

SG

Sam Green

Optima Mergers & Acquisitions

EM

Erik Migueis

Investment Analyst

MD

Max Dancer

Q3 Mergers & Acquisitions

Managing Partner

TG

Tara Gordon

Director of Client Services

HH

Hubert Holmes

Charles Towne Holdings

Managing Director

RT

Robert Taylor

Charles Towne Holdings

Managing Director

PM

Peter Mastorakos

HamptonRock Partners

Senior Vice President

SB

Stuart Brown

HamptonRock Partners

Managing Director / Founder

BB

Bill Bucher

Coastline Health Partners

Managing Director / CEO4

JB

Jeff Brubaker

Players Capital Group

Managing Partner

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