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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

AC

Allan Cruickshanks

Anderson & Strudwick

KL

Kim Lynch

Vice President, Corporate Advisory Group

SB

Stephen Bonebrake

Blue Beacon Capital

Managing Director

DB

Deven Bhatt

Blue Beacon Capital

NO LOGER WITH THE FIRM

TV

Todd Vander Molen

XMS Capital Partners

Managing Director

JN

Jim Nygaard

XMS Capital Partners

Managing Director

CD

Chris Dell Isola

XMS Capital Partners

Executive Vice President

MJ

Monu Joseph

Catalina Capital Advisors

RV

Robert von der Porten

Managing Partner

BS

Bill Schoeffler

Navigant Capital Advisors

Director of Research

DF

David Fitterer

Alexander Hutton

No longer with firm.

WB

Wade Black

Scarsdale Equities

COO/Principal Investment Banking

JR

Jordan Rupar

JC

Jason Cleary

AN

Asher Nelson

BA

Ben Adams

DT

Dick Thatcher

Fairmount Partners

Managing Director

AB

Allen Born

Fairmount Partners

MC

Misha Cvetkovic

ER

Erik Rudolph

Managing Director

DV

Daniel Vetrano

KS

Kelly Southall

Lexington Capital Group

Managing Director

AC

Amy Cross

StillPoint Capital

CEO & Chief Compliance Officer

CW

Charles Waldo

StillPoint Capital

CEO & President

SM

Scott Morrison

The Spectrum Capital Group

Managing Director

ML

Michael Lederman

The Spectrum Capital Group

Managing Partner

JA

James Apple

The Spectrum Capital Group

SH

Steve Hunter

The Spectrum Capital Group

Senior Vice President - Financial Sponsor Coverage

JS

Joseph Sands

The Spectrum Capital Group

Founding Partner

JM

Jason Myler

The Spectrum Capital Group

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