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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

TB

Terrel Bressler

Managing Director

CR

Chris Rider

SR

Steven Rathbone

Managing Director

BK

Brian Kerester

JN

Jake Nester

Philpott Ball & Werner

BP

Brad Petitpas

Philpott Ball & Werner

AA

Andrew Abrams

Axxcess Capital Partners

Managing Director

DH

Dennis Holthaus

Skyway Capital Markets

Managing Director

DM

Dan Martens

Skyway Capital Markets

Associate, Business Development

ST

Scott Thompson

Skyway Capital Markets

Managing Director

RH

Russ Hunt

Skyway Capital Markets

Chief Executive Officer

MZ

Miguel Zaldumbide

Skyway Capital Markets

JD

Jim DiCesaro

Skyway Capital Markets

Managing Director

JZ

Jake Zwiebel

Skyway Capital Markets

PW

Patrick Warren

Skyway Capital Markets

patrick.warren@skywaycapitalmarkets.com

MT

Marty Traber

Skyway Capital Markets

Chairman, Capital Markets Group

AF

Andrew Fenton

Skyway Capital Markets

Managing Director

SD

Sam Dhand

Skyway Capital Markets

Marketing Administrator

RO

Roger Overby

Skyway Capital Markets

Senior Managing Director

AR

Alex Raab

Skyway Capital Markets

BC

Beth Cahill

Skyway Capital Markets

Senior Managing Director

BM

Brian Matlock

Matlock Law Group, PC

PK

Paul Klein

Skyway Capital Markets

MF

Mark Fields

First Liberties Financial

Senior Managing Director

JT

Jay Thau

First Liberties Financial

AM

Angela Marshall

MCM CPAs & Advisors

LH

Loren Heger

Vice President and General Counsel

JS

Jordan Simmonds

NextGen Capital

Senior Associate

AW

Adrian West

NextGen Capital

Managing Director

JA

Jeff Amershadian

NextGen Capital

Managing Director

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