Our Team

Investment Team

Stephen Merchant​
Stephen Merchant​
  • Investment banking roles at UBS and Merrill Lynch across sectors and products, including Energy, Consumer, and M&A
  • Buyside Principal roles with Matlin Patterson Asset Management and Cyrus Capital that focused on financial institutions and related assets
  • Director of M&A with Curtiss Wright Flow Control with an emphasis on international M&A
  • Boston College, B.A.
  • Georgetown University, MBA
Rob Schimmel​
Rob Schimmel​
  • Investment banking roles at Deutsche Bank (Leveraged Finance Group) and Berenson & Company (M&A Advisory)
  • Transaction execution experience in Technology & Media; Energy; and Real Estate industries
  • Princeton University, A.B., Woodrow Wilson School of Public and International Affairs; Certificate in Finance
  • University of Texas at Austin, MBA, Graduated with Highest Honors
Ivan Neilson
Ivan​ Neilson
Senior Associate
  • Practiced alternative asset valuation for FMV Opinions (Consulting & Advisory), with a focus on real estate vehicles and private equity managers
  • Former research associate for Dow Jones & Company
  • McGill University, BA, Economics & Finance
  • CFA Charterholder

Senior Advisor

David J. Linton
Senior Advisor
  • Curtiss-Wright Flow Control, President (Fmr.)
    • Closed 22 acquisition at CW and grew sales by 60% to almost $2.0BN
  • Curtiss-Wright, Co-Chief Operating Officer
  • Cordiem, CEO which created the world's largest airline consortium
  • Hamilton Sundstrand Electrical Systems, VP & GM of the largest and most profitable division of the company
  • The University of Wisconsin, BSME, Engineering
  • Rockford College, MBA, Business

Operational Advisors

Gregg Bartosz
Operational Advisor
  • Sales Engineer at Universal Instruments with multinational clients in consumer and industrial electronics with extensive experience in cell phone manufacturing
  • Owner operator of a business that buys and sells electronics manufacturing equipment worldwide with extensive experience in valuations and facility closures
  • The University of Illinois, BS Mechanical Engineering
  • University of Chicago, MBA
Paul T. Codd
Operational Advisor
  • Executive engineer with domestic / international roles. Extensive full cycle experience with an emphasis on upstream and midstream
  • Led BNK Petroleum’s (TSE: BKX) strategic planning and operations execution; oversaw operations team and proved reserve portfolio
  • COO for Renegade Petroleum; built 2 successful companies, raised capital, closed acquisitions and built-out a Canadian operation
  • University of Calgary, BSc., Chemical Engineering (P. Eng.)
Mikhail Tretyak
Operational Advisor
  • 26+ years’ experience in progressively higher level senior leadership roles in Oil and Gas Mid/Downstream
  • Executive Management roles: Mumbai, India; Moscow Russia; Sohar, Oman; Chicago, IL
  • Extensive Canadian operational experience; (Vancouver, Windsor, Calgary)
  • Operational background in Technology, Consulting, Restructuring, M&A, R&D, and General Management of Oil and Gas processing plants
  • University of Michigan, BS, Chemical Engineering
  • University of Chicago Booth, MBA

Business Affairs

Katie Waylett
Business Manager
  • Equity trading operations, business administration and executive support at proprietary trading broker/dealer
  • Manager of Financial Planning and Analysis in Advertising, Media, and Technology industries
  • Lean Six Sigma Black Belt Certified​
  • Jones School of Business, University at Albany, BS in Finance and Marketing, with Honors