Our investment bankers are trusted advisors, having obtained deep industry-specific knowledge and expertise across a wide range of transaction types, sizes, structures, motivations, and challenges.

Bob Forbes
President

Bill Nack
Managing Director

Dan Pellegrino
Managing Director

Jon Wiley
Managing Director

Garit Lawson
Managing Director

James Morgan
Managing Director

Dan Roth
Managing Director

Doug Freyschlag
Managing Director

Blake Shear
Managing Director

Brooks Crankshaw
Managing Director

JJ Lane
Director

Cassie Dobos
Vice President

Christopher Doyle
Associate

Braiden Miller
Analyst

Sasha Pachnev
Analyst

Adam Parker
Analyst

Kelly FitzGerald
Executive Assistant
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