OUR TEAM

Experts committed to helping growth-minded businesses and their owners

At every level of our organization, you will find world-class experts who treat your business like it was their own. We are singularly dedicated to earning your trust through the depth of our commitment and the value of our advice, information, and counsel.

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G. Benjamin Hernandez

CEO & Managing Director

Annie Robertson Hockey

President & Head of Consulting

James Turcott

Partner

Tedd Van Gorden

Director, Investment Banking

Judy Kozlicki

Head of Aesthetics, Wellness, & Surgery, Management Consulting

Miguel Mireles

Director, Investment Banking

Joshua Suchanek

Marketing Consultant, Management Consulting

Brooke Hill

Marketing Consultant, Management Consulting

Greg Mahoney

Associate Director, Management Consulting

James Wimpress

Vice President, Investment Banking

Ana Reed

Controller & Head of Fund Management

Jake Gile

Consultant, Management Consulting

Wendi Sun

Vice President, Investment Banking

Josh Munro

Associate, Investment Banking

Mark Jolas

Associate, Management Consulting

Shelbi Cook

Associate, Management Consulting

Ryan Gerteisen

Senior Analyst, Investment Banking

Isabel York

Senior Analyst, Management Consulting

Tyler Baran

Analyst, Management Consulting

Jake Martin

Analyst, Investment Banking

Lainey Stephenson

Senior Marketing Specialist

Amber Khaliq

Executive Assistant

Alyson Treistman

Administrative Office Assistant

Every business deserves an ally