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

Stephen Quisenberry
Managing Director

James Morgan
Managing Director

Dan Roth
Managing Director

Doug Freyschlag
Managing Director

Blake Shear
Managing Director

JJ Lane
Director

Cassie Dobos
Senior Associate

Liam Narozanick
Associate

Brett Johnson
Associate

Christopher Doyle
Associate

Alexander West
Analyst

Braiden Miller
Analyst

Chris Meunier
Manager of Finance and Compliance

Kelly FitzGerald
Executive Assistant
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