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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

AL

Adam Long

Boustead Securities

Managing Director

FT

Fiona Tran

Boustead Securities

Financial Analyst

JA

Jawad Ansari

Boustead Securities

Managing Director

GA

Gregory Andrews

Boustead Securities

Managing Director

AL

Aidan Lenihan

Boustead Securities

OL

Octavio Lugo

Boustead Securities

Associate, Investment Banking

MW

Michael Welch

Boustead Securities

Managing Director

DM

Dennis McCarthy

Boustead Securities

Managing Director

TM

Thad Mercer

Boustead Securities

RM

Robert Maltbie

Boustead Securities

Managing Director

TF

Tom Friedberg

Boustead Securities

Managing Director

KM

Keith Moore

Boustead Securities

KS

Kenji Scott

Technology Square Partners

SH

Scott Hansen

Managing Director

JA

Joe Arayas

Managing Director

ME

Matt Engellenner

DR

Dan Rowe

Sword, Rowe & Company

Managing Director & CEO

VS

Vivian Serna

Sword, Rowe & Company

LH

Linsay Hiller

Sword, Rowe & Company

Legal Associate

SH

Sam Holdsworth

Sword, Rowe & Company

Managing Director

YH

Yolanda Hernandez

Sword, Rowe & Company

HR

Henrik Rummel

Sword, Rowe & Company

WS

William Sword

Sword, Rowe & Company

SP

Steve Plimpton

Sword, Rowe & Company

Managing Director

JD

John Dorazio

Sword, Rowe & Company

DZ

Dan Zibman

Sword, Rowe & Company

KD

Kelly Davila

Sword, Rowe & Company

Legal and Fundraising Assistant

MP

Mike Petridis

FG

Frederick Grand

RA Capital Advisors

Senior Analyst, RA CAPITAL ADVISORS, LLC Member of FINRA and SIPC

EP

Eliot Peters

RA Capital Advisors

Managing Director

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