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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

NM

Nancy Martinez

Dinan Capital Advisors

Director Of Business Developmet

CW

Cody West

Dinan Capital Advisors

RA

Ryan Allen

Dinan Capital Advisors

SB

Steven Bernard

William Blair & Company

JS

Jonathan Skinner

William Blair & Company

AS

Anu Sharma

William Blair & Company

BF

Brent Felitto

William Blair & Company

TS

Tsering Sherpa

William Blair & Company

PD

Paul Delaney

Griffin Financial Group

Senior Managing Director

JL

John Lee

Griffin Financial Group

Senior Managing Director

DM

Dominic Mazzone

Mazzone & Associates

Managing Director

AD

Arsen Drach

VS

Virginia Swick Prohaska

Black Diamond Realty Service

Real Estate Broker

MM

Matthew McClellan

DF

Dave Fedigan

TR

Todd Ragland

Managing Director

AH

Alex Heikali

RS

Richard Saltzman

AH

Abraham Hidary

EC

Edwin Cherian

JA

Jeff Ackerman

SG

Scott Griffith

Stonegate Securities

RB

Richard Barnett

Stonegate Securities

EM

Ed McKlindon

Prairie Capital Advisors

Senior Associate

TW

Timothy Witt

Prairie Capital Advisors

SL

Sean Lischke

Integris Partners

CE

Cassie Eilert

Integris Partners

JS

Jigar Shah

Bluebox Capital Pte

AL

Adam Lewis

Partner & Managing Director

AK

Andrew Kaskel

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