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A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

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Jun 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

JJ

Jeff James

Rubicon Brokers

LM

Luc Mengue

Accountantcy Practices Financial Consultants

AM

Amanda Myers

Law Practice Exchange

Sales and Client Manager

CM

Carmen Marino

The Wellesley Group

Managing Partner

RM

Rob MacDonald

AD

Amanda Davis

The Wellesley Group

RS

Ross Sausa

Peak Technology Partners

MX

Michael Xia

Peak Technology Partners

SW

Scotty Williams

Peak Technology Partners

NB

Nick Bountouvas

Peak Technology Partners

DB

Daniel Barstein

Peak Technology Partners

RC

Ryan Calhoun

Peak Technology Partners

MP

Michael Peroni

East Lane Advisors

AL

Arthur Lee

Peak Technology Partners

JD

Jaclyn Doak

Peak Technology Partners

Senior Associate

LA

Lucas Allen

Peak Technology Partners

CH

Chad Harding

Peak Technology Partners

Managing Partner

AS

Andrew Stivers

Peak Technology Partners

CL

Craig Ladkin

FOCUS Investment Banking

Managing Director

AH

Annie Hawkins

FOCUS Investment Banking

MSP Team Assistant

AS

Andy Snyder

FOCUS Investment Banking

Managing Director

BC

Brent Costello

FOCUS Investment Banking

PD

Paul Dickson

FOCUS Investment Banking

Managing Director

EO

Eric Oganesoff

FOCUS Investment Banking

Managing Director and Supply Chain Team Leader

MJ

Michael J. McGregor

FOCUS Investment Banking

Managing Director

SG

Stan Gowisnock

FOCUS Investment Banking

Managing Director

MP

Mitch Prust

FOCUS Investment Banking

Managing Director and Cloud Solutions Team Leader

GA

George Armbruster

FOCUS Investment Banking

KE

Kate Elliott

FOCUS Investment Banking

Director of Research

LW

Leah White

FOCUS Investment Banking

Managing Director

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