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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

CC

Chris Cerimele

Balmoral Advisors

Managing Partner

RA

Rob Aiello

DH

Derek Heil

JC

Jay Clark

Managing Director

MX

Mike Xenick

Managing Partner

MN

Mike Norton

Houlihan Capital

Director - Business Development

JZ

Jacques Zureikat

Houlihan Capital

Senior Associate

BR

Brad Romanchuk

Managing Director

SA

Stan Abiassi

Market Street Capital

BM

Bradley Marlor

Utah Business Consultants

Principal Broker

GO

Gabriel Oliverio

Johnsen, Fretty,

Managing Director

SJ

Shanaz Joan Parsan

Szymon Zephan Capital

Managing Partner and Head of Energy/Innovation

SJ

Simon Jewkes

FTI Capital Advisors

Managing Director

KS

Kevin Shultz

FTI Capital Advisors

Senior Managing Director

KC

Kevin Cruz

WaveEdge Capital

DF

Donna Fedor

WaveEdge Capital

Managing Director

MS

Matthew Scherer

Rockland Advisory Group

CB

Clint Bundy

Managing Director

GD

Greg Dayko

BD

Bob Dunphy

Transworld Business Advisors of New York

Business Broker & Franchise Consultant

SS

Stu Strumwasser

Green Circle Capital Partners

Managing Director

SG

Sarah Grossman

BayState Business Brokers

Managing Broker

JO

Jason Orr

Primary Capital

Senior Vice President

GA

George Almbanis

Granite Tower Capital

JF

Justin Floyd

JCF Capital Markets

Managing Director

BV

Bryan Vahlberg

Infinity Capital Partners

Managing Partner

KL

Kathleen Lauster

Ankura Capital Advisors

Senior Managing Director

JC

James Carroll

DealSource Partners

Managing Partner

BA

Brett Anderson

Transworld Business Advisors of Nashville

SB

Steven Block

Landmark Capital International Advisors

CEO Managing Member

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