Mr. Richard Harmon serves as Managing Director at CSG Partners. Richard’s experience in public accounting, as a CFO, and as an entrepreneur, allows him to bring a unique blend of strategic insight and perspective to his investment banking activities at CSG Partners. Prior to joining CSG, Richard was founder and President of BackOffice Support Services, Inc., a financial staffing services provider in New York and Connecticut. He was also founder & CEO of TeamAlliance Technology Partners, LP, a leading national technology staffing services provider.

After growing TeamAlliance into an organization with 30 offices and hundreds of software programmers deployed on assignments across the nation, Richard sold the company to Hall Kinion & Associates just prior to its IPO (NASDAQ: HAKI, since acquired by KForce, Inc.). He began his career at PricewaterhouseCoopers where he was a founding member of its Emerging Business Services Group. That marked the beginning of a long history of working closely with business owners to achieve their financial objectives.

Subsequent to PwC, Richard served as CFO for companies in diverse industries, including software development and manufacturing, and completed numerous financing transactions. Richard is a recipient of the New York City Chamber of Commerce Small Business Award and Distinguished Service Awards from United Way & United Cerebral Palsy of New York City. He received his Bachelor of Science degree in Business Administration/Accounting from the University of Southern California, Marshall School of Business, Leventhal School of Accounting and has been a Certified Public Accountant for over 25 years.

Shari L. Heyen is Co-Chair of the firm’s Global Restructuring & Bankruptcy Practice and Co-Managing Shareholder of the Houston office. Shari has experience in complex restructuring, bankruptcy, insolvency, and complex commercial litigation matters. She has represented numerous creditors’ committees, debtors, bank groups, acquirers, and other significant constituencies in national chapter 11 cases and workout proceedings, including complex oil, gas, and energy cases. Shari has broad experience in the prosecution and defense of fiduciary litigation, real estate, oil and gas, health care, receiverships, and alternative energy matters.

Leigh has advised founders, owners and CEOs of companies across Consumer categories including Food & Beverage, Specialty and Multi- Channel Retail, Branded Consumer Products and Restaurants, among others. In addition to her advisory work, Leigh has also been an active investor and Board Director in several privately held consumer companies. Prior to joining Headwaters MB (now Capstone Headwaters) in 2015, Leigh was a Managing Director and Head of Consumer at Viant Capital, an Investment Banking firm in San Francisco. Her clients included Food and Beverage, Organic and Healthy Living, Multi-Channel Retail, and Restaurant companies, among others.

Prior to joining Viant Capital, Leigh was a Founding Partner at Vrolyk & Company, a boutique Investment Banking firm based in San Francisco focused on advising privately held companies primarily in the Consumer category. Leigh started her Investment Banking career with Drexel Burnham Lambert in the Corporate Finance Group in New York City working on a wide range of public and private transactions for middle market companies.

Frank Kelley joined DFIN as Director of Corporate Governance in 2018. He is responsible for providing thought leadership on corporate governance, executive compensation, and proxy-related issues.

Frank was formerly a Senior Advisor at the largest proxy advisor, Institutional Shareholder Services (ISS), where he reviewed equity plans, director independence issues, say-on-pay and shareholder proposals. Prior to ISS, Frank worked at MacKenzie Partners, a leading proxy solicitor specializing in M&A, where he counseled corporate executives, boards, and shareholders on proxy contests, solicitations, and tender offers. Before MacKenzie Partners, Frank worked as a Consultant for Willis Towers Watson where he helped design executive compensation programs for Russell 3000 (R3K) companies. Prior to entering the corporate governance world, Frank worked as an Equity Research Analyst at Bank of America Merrill Lynch (BAML).

Teresa C. Kohl is a Managing Director for SSG Capital Advisors and is responsible for originating and leading investment banking transactions, as well as managing SSG’s litigation advisory practice. She has completed over 100 restructuring matters including refinancing and sale transactions for middle market companies in bankruptcy proceedings and out-of-court workouts.

Suma Kulkarni is a Partner at ACON Investments. Prior to joining ACON in 2008, Ms. Kulkarni was a Senior Associate with the Technology, Media & Telecommunications Investment Banking Group at Friedman Billings Ramsey focusing on Business Services and Financial Technology sectors, where she was responsible for executing the firm’s underwriting and M&A advisory activities. Ms. Kulkarni serves on the Board of Directors of the following ACON fund portfolio companies: Goody Products, Igloo Products and SUZOHAPP.

Ms. Kulkarni holds a B.S. in Finance from the Robert H. Smith School of Business at the University of Maryland, College Park.

Paul Marin is the Co-Founder and Managing Director of Crossroads Capital. Paul is a creative and entrepreneurial problem-solver that brings a multi- disciplinary background to advising strategic buyers in finding and executing M&A transactions.

Paul is currently focused on working with international middle market companies executing acquisitions in North America. Throughout his career, Paul has worked on projects involved both global multinationals and family-owned middle market companies based in the UK, India, China, Japan, the Netherlands, and beyond, as well as worked on projects for US-based Fortune500 companies and middle market technology, fintech, and government technology services firms.

At Crossroads Capital, Paul assists clients in formulating acquisition strategy, advising on transactions, and leads Crossroads’ strategic initiatives.

Paul received his BA in International Affairs from The George Washington University.

Mr. Miller joined Cleary Gull in 1993 and is President and Managing Director and a member of the firm’s Board of Directors. He is responsible for leading the investment banking department as well as actively managing transactions, business development, and private equity coverage. With over 30 years of transaction experience, Mr. Miller has completed more than 120 merger and acquisition and public and private financing assignments representing approximately $10 billion of transaction value. Mr. Miller is the 2018 M&A Atlas “Boutique M&A Investment Banker of the Year”.

Mr. Miller previously held investment banking positions with Tucker Anthony Sutro and Morgan Stanley and commercial banking positions with First Chicago Corporation. Mr. Miller is a member and past President of the Wisconsin Chapter of the Association for Corporate Growth, on the Board of Directors and Treasurer of the COA Youth & Family Center, on the Board of Directors of Versiti (Blood Center of Wisconsin), a guest lecturer at the University of Wisconsin-Milwaukee (Lubar School of Business) and Marquette University, and a member of the Greater Milwaukee Committee. Mr. Miller earned an MM from the Kellogg Graduate School of Management at Northwestern University, a BS in Economics from the Wharton School at the University of Pennsylvania, and a BA in History from the College of Arts and Sciences at the University of Pennsylvania.

Kison Patel is the Founder and CEO of Day1 Advisory, an organization committed to developing practical, innovative trainings and technologies to transform the outdated methods of M&A. Kison is a former M&A advisor with over a decade of experience and founded Day1 after experiencing first-hand a number of deep seated, industry-wide inefficiencies and challenges.

Kison is now focused on how bringing Agile project management principles to M&A can improve collaboration, efficiency and deal value creation.

Richard is a Managing Director, bringing more than 20 years of corporate finance, investment banking, corporate development, and management consulting experience to Oberon. He is a seasoned dealmaker and accomplished financial analyst, having completed more than 25 M&A and other strategic transactions valued at over $6.3 billion, across several industry sectors and geographic regions. These transactions have ranged from small private placements to multi-billion U.S.-dollar public transactions. His work has ranged from early-stage companies looking to accelerate growth through private placements to mature companies looking to recalibrate as they evolve through divestiture, joint-venue, or acquisition. Over recent years, Technology, IT Services, Lifesciences, GovCon, and Defense sectors have been areas of particular focus. Richard earned his M.S. in Applied Economics from Johns Hopkins University and his B.A. from Lafayette College.

Joel Strauch, brings more than 25 years of experience to DC Advisory and focuses primarily on the Infrastructure Software sector.

Prior to joining DCS Advisory, Mr. Strauch was a Managing Director and Partner at predecessor firms DCS Advisory and Updata Advisors. Previously, Mr. Strauch was a Senior Vice President at Katalyst, a private investment and advisory firm for technology and life sciences companies. He held senior investment banking roles at technology-focused investment banking firms including First Albany Corporation, H.C. Wainwright & Co., and Alex. Brown & Sons, where he completed a wide range of M&A, equity and debt transactions for leading vendors across enterprise technology and other sectors. Earlier in his career, Mr. Strauch served as Manager, Financial Analysis, Mergers & Acquisitions for Edison Mission Energy, a subsidiary of Southern California Edison.