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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

KT

Kiley Taggart

Greybull Stewardship

Operations Manager

MM

Mason Myers

Greybull Stewardship

DC

David Castle

Branford Castle Partners, L.P.

Managing Partner

RS

Richard Smith

Branford Castle Partners, L.P.

JS

John Stempeck

Avalon Associates

DG

Danny Gray

Permanent Equity

Investment Analyst

SG

Sarah Gentry

Permanent Equity

Investment Coordinator

BB

Brent Beshore

Permanent Equity

SB

Spencer Butcher

Permanent Equity

SN

Steve Nash

Permanent Equity

SB

Susanne Bylund

Permanent Equity

GT

Greg Trinkl

Permanent Equity

HG

Holly Grajera

Permanent Equity

SJ

Steve Jenks

Candescent Partners

Managing Partner

SS

Steve Sahlman

Candescent Partners

TD

Todd Dauphinais

Clavis Capital Partners

Managing Partner

DM

David Morse

Clavis Capital Partners

AS

Alec Schmidt

RUBICON Technology Partners

Senior Associate

TS

Theo Sholly

RUBICON Technology Partners

RD

Ryan Demouth

Crescendo Capital Partners

NO

Noah Old

Crescendo Capital Partners

Administrative Coordinator

MM

Mike MacRitchie

Crescendo Capital Partners

Managing Director

CT

CL Turner

Crescendo Capital Partners

Managing Partner

AS

Adam Shaw

Morgan Stanley Capital Partners

NM

Ned May

Morgan Stanley Capital Partners

Senior Associate

JM

Jenny Machida

Managing Director

WC

Woody Cissel

Right Lane Capital

Vice President of Corporate Development

AG

Adam Gottlieb

Alvarez & Marsal Capital Partners

AP

Adam Philpot

NextGen Growth Partners

Entrepreneur in Residence

AR

Andrew Rice

PennSpring Capital

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