Team

We know our greatest assets are our people and our reputation and we guard it carefully. We enjoy a strong esprit de corps—fostering teamwork, collaboration and entrepreneurship. Unlike some of our peers focused on a quick or one size fits all solution, our professionals have extensive advisory, investment and operating backgrounds which we leverage for thoughtful, highly-bespoke solutions. As opposed to the leverage model used by many firms, we commit the full resources of the firm including senior professional skill and attention to manage the entirety of every engagement. Coupled with our core tenets of trust, integrity and unconventional thinking—the outcome are exceptional results for our clients.

joel montminy investment banking

Joel Montminy
President & CEO

les allan investment banking

Les Allan
Managing Director & COO

joe bratter investment banking

Joe Bratter
Managing Director

william koening investment banking

Bill Koenig
Managing Director

steve laver investment banking

Steve Laver
Managing Director

ian leaman investment banking

Ian Leaman
Managing Director

michael mccraken investment banking

Michael McCracken
Managing Director

russ riggins investment banking

Russell Riggins
Managing Director

jennifer hutter investment banking

Jennifer Hutter
Senior Advisor

sam bakhshandehpour investment banking

Sam Bakhshandehpour
Senior Advisor

cary fitchey investment banking

Cary Fitchey
Senior Advisor

javad ghoreichi investment banking

Javad Ghoreichi
Senior Advisor

trent maclean investment banking

Trent Maclean
Senior Advisor

barry spector investment banking

Barry Spector
Senior Advisor

adnan iqbal investment banking

Adnan Iqbal
Vice President

steven on investment banking

Steven On
Senior Associate

ben bernal investment banking

Ben Bernal
Associate

michael cohen investment banking

Michael Cohen
Associate

victor liu investment banking

Victor Liu
Analyst

yao lu investment banking

Yao Lu
Analyst

jung park investment banking

Jung Park
Vice President, Finance

amy lyon investment banking

Amy Lyon
Operations Manager

jennifer argueta investment banking

Jennifer Argueta
Administrative Assistant

peter baccile investment banking

Peter E. Baccile
Advisory Board

greg bortz investment banking

Greg Bortz
Advisory Board

zelana montminy investment banking

Zelana Montminy
Advisory Board

analysts and interns investment banking

Analysts & Interns