Danny Allen leads operations and legal at Vaquero Capital, a boutique investment bank that advises technology companies on mergers and acquisitions and capital raising transactions. He has a long history of managing and growing businesses. He was COO & General Counsel at Carousel30, a digital marketing company, and EVP & General Counsel at Sensis, a national marketing and advertising agency.

He began his career at major law firms including Preston, Gates & Ellis, Perkins Coie, Brobeck, and Dewey Ballantine. Danny graduated with a B.A. from the University of Texas at Austin, a J.D. from New York University School of Law, and a M.B.A. from the Wharton School at the University of Pennsylvania.

Jon’s 30+ years in top line growth began in Silicon Valley where he quickly gained a “revenue fixer” reputation by solving a wide range of the structural issues that stagnate new revenue and inhibit sales team performance. Since founding Sidehill Group in 2009, business leaders have relied on Jon and his team to create and implement reliable top line growth strategies and sales operations from the ground up, triple top line performance of stagnant firms in less than 2 years, and turn around failing sales operations to triple digit growth.

Mr. Bernstein is a Vice President of Monroe Capital. He is responsible for underwriting middle-market loan transactions and supporting various account management functions as well as closing loan transactions. Mr. Bernstein has over 10 years of experience focused on debt and structured advisory, as well as consulting.

Prior to Monroe, he was a Vice President at Raymond James, where he advised clients on private debt and structured equity financings; and restructuring alternatives. Prior to Raymond James, he was a Senior Consultant at FTI Consulting. Mr. Bernstein graduated magna cum laude with a B.S. degree in Applied Economics and Management from Cornell University.

Liz has over 25 years of experience in capital markets, leveraged finance, and restructuring and currently leads Capital Markets at Thompson Street Capital Partners. While at TSCP, she has raised capital for close to 100 platforms and add-on investments, sits on several boards and is a rotating investment committee member.

Prior to TSCP, she was a partner at Giuliani Capital Advisors and a Managing Director at Bank of America. She is also a Court Appointed Special Advocate for the foster care system in St. Louis, Missouri.

Trina is a nationally recognized energy M&A and transactions lawyer, with more than 20 years of experience in the industry. Her practice focuses on mergers and acquisitions, joint ventures, and finance transactions.

She represents private equity firms, major energy and utility companies, and financial institutions, including firms such as Riverstone Holdings, Morgan Stanley Infrastructure, AltaGas, Direct Energy, Itochu, Avenue Capital and Quantum, primarily in power, downstream, midstream, marketing and trading, and other energy-related transactions. Trina is a prior member of the firm’s Management Committee and currently serves as co-head of Vinson & Elkins’ Energy Industry group and chair of the firm’s Women’s Initiative.

Jeff Desroches is Vice President of Corporate Development for Atlas Copco’s Power Technique Business Area. Atlas Copco Group is a $10.5B in sales industrial equipment supplier based in Stockholm and listed on the NASDAQ OMX.

Jeff has been managing M&A and other inorganic growth initiatives for over 10 years primarily focused on the industrial manufacturing, semiconductor, and life science markets. He has been in his current Corporate Development role with Atlas Copco for the past 5 years during which he has closed numerous transactions representing approximately $1B in enterprise value.

Prior to Atlas Copco, Jeff spent 12 years working in increasing levels of responsibility in corporate development, product marketing and project management for VWR (a $4.5B life science company acquired by Avantor), and ATMI (a $400M semiconductor chemical supplier acquired by Entegris). He started his career as a process engineer for Intel.

Jeff obtained an MBA from Arizona State University, a MS in Materials Science & Engineering from University of Florida, and a BS in Mechanical Engineering from Florida Institute of Technology, and he holds Six Sigma Green Belt and Project Management Professional (PMP) certifications.

Tinamarie Feil is a co-founder of BMC Group (Est. 1998) and acts as the President of Client Services. Tasked with oversight of client service delivery provided in the insolvency, class action, and secure virtual data room divisions of BMC Group, Tinamarie has 30+ years’ experience directing various aspects of corporate compliance, communications, insolvency case administration, as well as the due diligence process in major national and international merger & acquisition transactions.

Tinamarie sits on the board of the New York Institute of Credit spearheading a committee focused on private equity and hedge fund activity. Also on the board of the International Womens’ Insolvency and Restructuring Confederation (IWIRC) she acts as committee director / delegate to the United Nations Committee on International Trade Law (Working Group V, Insolvency). Tinamarie also contributes as a member of the editorial board of the Bankruptcy Strategist.

Committed to community service, mentoring, she is particularly interested in organizations that provide assistance and education to young people. Her favorite organizations include Futures and Options, Minorities in Restructuring and Alternative Investments, Step Up Women’s Network, Kids Company.

John Ferrara is the CEO of Capstone Headwaters, a middle market investment banking firm he founded in 2002. He has lead Capstone through multiple rounds of financings and acquisitions to establish the firm as an emerging leader in the industry. Presently, Capstone boasts approximately 200 bankers across 16 industry verticals with 18 offices in the US, UK and Brazil.

John started his career with Lehman Brothers in New York, later serving as a founding member of Rodman & Renshaw’s M&A practice. After a break to play baseball in Australia, John joined Deloitte’s management consulting group in Los Angeles. He went on to start a corporate finance practice for Andersen, where he became a partner, and held various national and global leadership positions. He ultimately purchased the practice from Andersen and rebranded it as Capstone.

John has acted as an advisor, interim executive, investor and board member for over 250 companies. He has been recognized as one of the Top 50 M&A advisors in the US and honored as an M&A Advisor Hall of Fame inductee. John holds a BA from Wesleyan University and an MBA from the UCLA Anderson School of Management and the London School of Economics.

Brad Haller is a director and leader of West Monroe’s Merger Integration practice. He has nearly 20 years of experience in M&A, leading more than 500 deals in the last decade, half of them in healthcare. He is a trusted advisor to many private equity firms and specializes in highly complex deals.

In 2018 Mr. Haller co-authored “Reshaping Healthcare M&A,” a study of private equity and strategic buyers in healthcare, and has been quoted in The Washington Post, Reuters, CNBC and The New York Times on major mergers and integration strategy.

As a member of the firm’s Corporate Department, Animal Law Practice and Health Law Group, Victoria concentrates her practice on corporate and health care transactions. In addition to health care regulatory and transactional work, Victoria also routinely handles various types of general corporate and commercial transactions.

Victoria was an Associate Attorney for three years in the New York office of Thacher Proffitt & Wood LLP. She was also a judicial extern to the Hon. Martin L. C. Feldman of the U.S. District Court for the Eastern District of Louisiana.

John W. Jones, Jr. is a partner and chair of the Health Care Transactions and Regulatory Practices and a member of the Leadership Team of the Health Sciences Department of Pepper Hamilton LLP, resident in the Philadelphia office. He is a past member of the firm’s Executive Committee. Additionally, he leads the firm’s Health Care Transactions and Regulatory Practices, Pharmacy, Acute Care and Hospitals and Health Systems Practices, Group Purchasing and Buying Cooperative Practice and Long-Term Care Organizations Industry Practices and is a member of the White Collar and Corporate Investigations Practice Group.

Mr. Jones concentrates his practice in corporate and health care matters. He represents pharmaceutical, medical device, and biotech companies on a wide range of regulatory issues including fraud and abuse, supply chain, and compliance pre-and-post product launch. He has significant experience in nonprofit and for-profit health system affiliations, member substitutions and strategic transactions.

Vince is a Managing Director with Greenhouse. He has over 30 years of experience as both a consultant to and operator of businesses, working with a variety of small and middle market companies. Vince also has significant experience with public companies, including leading a very successful IPO. He has been a key participant in over 20 successful merger and acquisition transactions. This includes targeting, deal negotiation, due diligence, financing, closing, and post-merger integration of combined businesses. In addition, he has helped set strategies for long-term internal growth including building the management team, establishing back office efficiencies and business development targeting.

Vince has served in a variety of corporate executive level roles including as President, CFO, CAO and Controller. Prior to joining Greenhouse, Vince was with MCR, AVIEL Systems, Anteon International, KPMG, and Coopers & Lybrand (now part of Guidehouse). Vince has a BS in Business from Wake Forest and an MBA from the College of William & Mary.

John Leffler brings 19 years of sales experience ranging from management to direct selling into clients in his role as Global Head of Venue Sales. Prior to joining DFIN John was V.P. of FactSet’s SCG (Strategic Client Group) in North America. In this role John lead a team that serviced and sold into the world’s largest banks and asset managers.

Prior to SCG John was head of SouthEast/Mid-Atlantic (SEMA) sales for FactSet from 2010-2016. Prior to this role John was in the New York Sell Side sales team from 2007-2010. Prior to this John spent time with FactSet traveling between Alabama, France and India as part of the team establishing our presence within those areas of the world.

Michael S. Lewis, CFA, is Executive Vice President and Chief Development Officer for CACI International Inc. In this role, he supports the company’s strategic focus on mergers and acquisitions (M&A) as an important driving force in CACI’s future growth.

Prior to his arrival at CACI, Mr. Lewis served as Senior Vice President, Government Services Aerospace & Defense investment banking at Seabury Group, LLC. Prior to Seabury, Mr. Lewis was co-founder and Managing Director of Silverline Group LLC, a defense and government services consulting firm specializing in M&A due diligence activities, and Silverline Capital Group LLC, an entity focused on M&A transactions.

From 2002 through 2012, Mr. Lewis held senior equity analyst positions covering aerospace & defense, defense technology, intelligence and federal government information technology services at Lazard Capital Markets and BB&T Capital Markets. His earlier experience in equity research included several years with Wachovia Securities and Interstate/Johnson Lane.

Mr. Lewis has also been honored by the Financial Times and Wall Street Journal as a top analyst for his stock-picking acumen and industry expertise.

• In 2009:
• The Financial Times ranked Mr. Lewis the #1 U.S.-based stock picker in the Information Technology sector and #2 U.S.-based stock picker in the Aerospace & Defense industry.
• The Wall Street Journal ranked him the #2 U.S.-based stock picker in the Aerospace & Defense industry and #3 U.S.-based stock picker in the Information Technology sectors.
• In 2008:
• The Wall Street Journal ranked Mr. Lewis the #1 U.S.-based stock picker in the Aerospace & Defense industry;
• The Financial Times ranked him the #3 U.S.-based stock picker in the Aerospace & Defense industry.

Mr. Lewis earned a Bachelor of Business Administration in Finance from the University of Georgia, and is a Chartered Financial Analyst charter-holder.

Mat is head of senior loan underwriting at Churchill. Previously, he was a credit portfolio manager at Loeb King Capital and Havens Advisors, as well as a senior vice president at Jefferies & Co and a vice president at Indosuez Capital. Mat has invested at all levels of the capital structure including senior secured loans, public and private mezzanine debt, as well as private equity co-investments.

Mat graduated from the University of Pennsylvania’s dual degree program with a B.S., cum laude, in Economics from the Wharton School and a B.A., honors, in International Relations from the College of Arts and Sciences.

Matt is a partner in the Emerging Growth practice and Head of the Austin office. He represents public and private companies, venture and private equity funds, emerging growth companies, and entrepreneurs in public and private offerings, mergers, acquisitions and divestitures, and issues related to business formation, operation, executive compensation and corporate governance.

25+ years of investment banking experience into helping entrepreneurs navigate every step of a path to liquidity. A matchmaker of talent and interests. 12 years at Goldman Sachs, in New York, London. MBA in Finance from University of Chicago. Investment Committee University of North Florida and Chairperson, Florida Venture Forum.

Jeffrey Michelson, CPA, is a managing director in CohnReznick’s Transactional Advisory Services Practice and has over 14 years of experience in finance and accounting. He is responsible for leading buy-side and sell-side transactions for private equity and corporate clients.

Jeff has extensive experience in financial due diligence analysis, transaction structuring, and deal negotiation support in a variety of industries, including food and beverage, distribution, manufacturing, chemicals, industrial products, professional services, hardware and software production and development, and software as a service (“SaaS”). He focuses on quality of earnings, revenue recognition, profitability analysis, working capital considerations, and debt considerations.

Prior to joining CohnReznick, Jeff worked in the mergers and acquisitions practice for a Big 5 accounting firm in New York. He has also conducted audits for public and private companies, including Fortune 500 companies, predominantly in the U.S. and UK.

Lauren Mulholland is a Co-Founder, Partner and Member of the Investment Committee at MiddleGround Capital. At MiddleGround, she co-heads the Investment Team, manages the New York City office and is actively involved in business development and investor relations. Prior to founding MiddleGround in 2018, Lauren spent more than ten years executing transactions as an investment banker and private equity investor. She currently serves on the Board of Directors for five MiddleGround portfolio companies, including as Chairperson for two companies.

Lauren started her career in investment banking as part of the Financial Institutions Group at Banc of America Securities. While at BofA, Lauren completed multiple sell-side M&A assignments, public equity offerings, public debt offerings and private equity placements. Following the analyst program, she moved to Macquarie Capital where she raised third party capital for the firm’s large infrastructure acquisitions and also helped launch a private capital markets platform prior to attending business school. After business school, Lauren spent 6 years at Monomoy Capital, where she was a Director on the Investment Team and served on the Board of Directors for three portfolio companies across the Industrial and Consumer industries.

Lauren completed her undergraduate degree at the University of North Carolina at Chapel Hill with a Bachelor of Science in Business Administration. She also received her MBA with Honors from Columbia Business School. Lauren lives in New York City with her husband, Brian, and their two children, Maddie (4) and Cece (2).

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.

Manan Shah, a Focus Managing Partner, has over twenty-five years of consulting, management and M&A advisory experience in the government, aerospace & defense and information technology sectors. As a Group Leader for both these sectors at Focus, 37-year-old national investment bank, Manan has completed over 70 M&A transactions with an aggregate value over $2 billion. His clients have included large global corporations as well as small businesses and private equity groups. His transactions include several successful cross-border transactions between US and other countries.

Previously, Manan was a founder of three fledgling companies in the software and IT consulting sector. One of those companies was acquired by a public company whereas the others two were venture backed.

Prior to that, Manan served as a Principal at Cap Gemini, a global consulting firm where he worked in a variety of management and technology consulting positions and provided sales, project management and consulting support for large enterprise accounts involving ERP, Supply Chain Management, business process reengineering and application development.

Manan has a Master’s degree in Mechanical Engineering from University of Maryland and Bachelor’s degree in Mechanical Engineering from Gujarat University, India.

Jeffrey Shen is the President of Red Team Consulting and brings over 20 years of proven leadership and expertise in federal contracting, corporate strategy, and business development. His career in management and consulting includes working with clients in the areas of capture management, strategic planning, and acquisition planning.

Jeff regularly works with senior government executives and acquisition officials and has delivered business strategy and technology solutions to the U.S. Federal government and Fortune 500 companies.

David is a Vice President and Private Wealth Advisor at Goldman Sachs. David has developed an expertise in advising families on pre- and post-transaction planning, as well as single stock risk management. David earned his M.B.A. at Columbia University in New York, graduating Beta Gamma Sigma in Finance. He received his B.B.A. in Finance from Loyola College in Baltimore in 1988.