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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

PH

Patrick Hanniford

B. Riley Securities

Vice President, Investment Banking

DS

Drew Sacher

Corporate Advisory Solutions

ZW

Zach Wilkes

Corporate Advisory Solutions

BP

Bobby Petner

Corporate Advisory Solutions

UL

Udi Laska

MG

Melvin Gilbert

GVC Financial Services

President and CEO

OZ

Omri Zaltzman

RC

Roy Carp

GS

Guy Shalev

JE

Jordana Efa

DY

Daniel Yoffe

Director of M&A

AZ

Alex Zykov

Argo Capital Advisors

Managing Partner

JE

Jeff Encalada

Argo Capital Advisors

JB

Jack Bernard

Donnelly Penman & Partners

Senior Associate

MM

Michael Molitor

Donnelly Penman & Partners

PO

Peter O'Shea

Donnelly Penman & Partners

TZ

Theodore Ziolkowski

Donnelly Penman & Partners

HN

Harish Nayak

IDL Global Technology Banking

MM

Matt McNeill

Metro Equity Capital

Managing Director

JG

Jeffrey Gold

Goldmark Advisers

President & CEO

AT

Anna Talarico

Goldmark Advisers

SW

Steve Wasserman

Goldmark Advisers

Managing Partner

BW

Brandon Walker

Goldmark Advisers

BL

Brian Leichus

KS

Keith Spies

Managing Director

SS

Steven Simone

JK

Jack Kedroski

MB

Michael Brocious

MZ

Myles Zilinsky

GR

Gregory Range

Managing Director

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