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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

DH

David Hellier

Bertram Capital

Partner, Business Development

VP

Vimal Patel

Bertram Capital

MC

Michelle Chao

Bertram Capital

Vice President of Business Development & Director of Investor Relations

SD

Samantha Delgado

Bertram Capital

RM

Robert Muench

Bertram Capital

Origination Analyst

SP

Sasithorn Pisanjareonpong

Lion Business Brokers

LG

Lea Graziano-Bann

Mangrove Equity Partners

Administrative Assistant

DF

David Fowles

Mangrove Equity Partners

HR

Hunter Reichert

Mangrove Equity Partners

Managing Director and Member of Investment Committee

KJ

Kristin Jordan

Mangrove Equity Partners

Marketing Coordinator

LG

Lisa Gaylord

Lion Business Brokers

AH

April Hobbie

Lion Business Brokers

LB

Logan Borg

Silver Oak Services Partners

ZS

Zack Spear

Silver Oak Services Partners

WG

Wade Glisson

Silver Oak Services Partners

JF

Jack Freytag

Freytag & Associates

JC

Jim Calhoun

Lion Business Brokers

DL

Danielle Lalli

Silver Oak Services Partners

DF

David Friedman

Silver Oak Services Partners

JL

Josh Lang

Silver Oak Services Partners

CR

Christine Romero

Silver Oak Services Partners

GB

Greg Barr

Silver Oak Services Partners

Managing Partner

DB

David Bornhoeft

Silver Oak Services Partners

DH

Darshan Honale

Lion Business Brokers

JM

Jeff Mann

Silver Oak Services Partners

Managing Director

AH

Aaron Habriga

Silver Oak Services Partners

AI

Andrew Irvine

Silver Oak Services Partners

TS

Travis Strack

Lion Business Brokers

AG

Andrew Gustafson

Silver Oak Services Partners

VL

Victor Lu

Rockbridge Growth Equity

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