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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

JN

Jason Neider

Morgan Stanley Credit Partners

JM

James Morphis

Morgan Stanley Credit Partners

MG

Matthew Golden

Capital Southwest

DL

Danielle Lehoux

KW Commercial - Maine

TL

Taylor Laymance

Capital Southwest

HG

Henry Gohlke

Capital Southwest

CK

Colin Keenan

Brightwood Capital Advisors

SC

Samuel Cannon

Brightwood Capital Advisors

DK

Daniel Kapnick

Brightwood Capital Advisors

MH

Michael Hackenburg

Brightwood Capital Advisors

DT

Daniel Taylor

Brightwood Capital Advisors

ND

Neil Desai

Milberg Factors

BH

Banyon Harrell

Harbert Credit Solutions Group

TH

Tim Henry

Harbert Credit Solutions Group

LR

Levi Rosenblum

1st Merchant Funding

RS

Rod Swan

Bayshore Mortgage Funding

AW

Andy Waltman

Baymark Partners

DJ

David Juneau

JG

Jessica Ginsberg

JG

John Gainor

IRONWOOD Capital Partners

CB

Carter Bradley

The Courtney Group Incorporated

AM

Alan Macksey

The Courtney Group Incorporated

CD

Carmela Daniels

The Courtney Group Incorporated

ND

Noa Diener

Black Lake Capital

RG

Rylie Greenman

Black Lake Capital

PK

Priyanka Kate

Black Lake Capital

BL

Britt Lochhead

Black Lake Capital

FZ

Frank Zhou

FM

Felipe Montealegre

SA

Spencer Almy

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