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Jul 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

JL

Joann Lo

United Domestic Workers/AFSCME Local 3930

Director of Development & Strategic Initiatives

Los Angeles, CA, USA

DP

Daniel Parada

Movement Strategy Center

Director of Fiscal Sponsorship

AM

Alex Mumblat

LP

Linda Phillips

Jason Wiener | p.c.

JA

Jennie Agmi

Libra Foundation

Senior Program Officer

LL

Lori Leggatt

Marshal Resources

TP

Tracy Palandjian

CEO and Co-Founder

# Impact Investing

SJ

Stephanie James

Sunderland Foundation

Grant Administrator

AC

Alan Carlyle

First Financial Bank

Managing Director

DL

David Lynn

Mission Driven Finance

Co-Founder & CEO

AP

Andrew Papp

Manufacturers Bank

Executive Director

# Investment Bank

LS

Linda Stout

Solidago Foundation

Executive Director

MQ

Maisha Quint

Libra Foundation

Senior Program Officer

JW

John Warrillow

The Value Builder System

# Succession Planning

DP

Dean Phillips

US House of Representatives

EL

Eric Leenson

Berkeley, CA, USA

RC

Regina Carls

Managing Director

# Investment Bank

JH

Jennifer Hoffman

Social and Environmental Entrepreneurs (SEE)

Chief Executive Officer

LB

Lisa Burger

Independent Arts and Media

Executive Director

CK

Camille Kerr

Upside Down Consulting

LL

Leslie Lindo

Managing Director

RR

Rosemarie Rieger

Southeastern Center for Cooperative Development

Nashville, TN, USA

FW

Felix Weth

Dragonfriend & Cooperative Entrepreneur

CR

Corey Rosen

Founder and Senior Staff Member, National Center for Employee Ownership

CM

Crystal Middlestadt

Executive Director

# Impact Investing

MS

Mike Sorice

SF

Shea Feehan

California Bank & Trust

First VP, Relationship Manager

# Investment Bank

DP

David Paul

# EO Case Study

FP

Felicia Perlman

McDermott Will & Emery

BD

Ben Duffy

Willamette Management Associates

Showing 19,351 to 19,380 of 61,432 results

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# EO Financing

# DEI

# M&A

# Impact Investing

# EO Advisor

# EO Advocacy

# ERISA

# EO Advocacy

# Debt Restructuring

# ERISA