John Alfonsi

Partner
Prosperity Partners

John Alfonsi is a partner at Prosperity LLC and business valuation practice group leader where he brings over 40 years of experience in tax and advisory services. He focuses his practice on business valuation and tax planning and consulting for closely-held business owners and family offices.

Jacob Babcock

CEO
NuCurrent Inc.

Jacob Babcock is CEO and Founder of NuCurrent, a wireless power technology leader. He holds 30+ patents and has driven innovations across consumer, automotive, medical, and industrial markets. A former attorney and Teach For America educator, he earned his JD from Northwestern University and BA from Indiana University.

Doug Bawel

Chairman of the Board
Jasper Holdings Inc.

1976 joined JASPER-sales trainee, advertising manager, sales manager, vice president. Purchased company 1987 and elected president. 1991 NASCAR owner, 2001 teamed with Roger Penske for Penske Jasper Engines, 2003, Penske Jasper Racing. 2009 sold to Penske to focus on NASCAR Transmissions. 100% ESOP in 2009. Through 2023, have distributed $609 Million in stock. Chairman/CEO of Jasper Holdings with 4600+ Associates, $1.1 Billion+ in Revenue. Motto –“Do It Right and Have Fun…”

Callie Blankenau

Team Lead, Business Development
Unity Partners

Callie leads sourcing and origination for Unity Partners, supporting both new platforms and existing portfolio companies. She works closely with external partners and the broader Unity team to Build Better Together.

Prior to joining Unity, Callie was Vice President of Business Development at The Stephens Group, where she focused on deal sourcing and origination. Earlier in her career, she was an Investment Associate at ORIX Private Equity Solutions and Tribune Capital and began her career as an Investment Analyst at the OSU Foundation. Callie earned a BSBA in Finance from Oklahoma State University.

Matt Briggs

Director, PE and M&A Practice
DYOPATH

Matt Briggs leads DYOPATH's PE and M&A practice, leveraging 27 years of IT and cybersecurity experience, including 22 years with DYOPATH. Launched in 1996 and based in Houston, TX, DYOPATH is a founder owned and operated industry leader, specializing in IT advisory, outsourcing, and cybersecurity. DYOPATH excels in supporting PE firms with pre-close due diligence and post-close transitions and growth, driving value creation through a broad suite of IT and cybersecurity solutions.

Paul Carlisle

COO, Market Head – Commercial Banking
Wintrust Financial

Paul Carlisle is Chief Operating Officer and Market Head of Wintrust Commercial Banking, where he is responsible for leading and coordinating middle market banking across all of the Wintrust Banks. Paul has spent his entire career serving middle market organizations in the greater Chicago area. He joined Wintrust in 2010 and prior to that spent over 25 years with JPMorgan Chase and its predecessor banks, American National and Bank One.

Luke Cheatham

Founder & CEO
Diamond Client Group & Good Bull Capital

Luke is the Founder and CEO of Good Bull Capital and Diamond Client Group. He is also a founding partner of Diamond Client Consulting. These three companies form a full-service integrated model that caters to the needs of private business owners and high-net-worth families.

For over 15 years, Luke has worked alongside business owners, providing strategic insights on reducing taxes, incentivizing employees, mitigating risk, and preparing for successful exits. Immersed in entrepreneurship from an early age, he understands not just how business owners think, but what it takes for them to thrive. His success in the advisory space led to the formation of Diamond Client Group, LLC in 2016 where he has built a team of advisers with a significant following.

Recognizing a gap in the market, Luke took his practice independent, registering Diamond Client Group as an Investment Advisory firm while launching Good Bull Capital and Diamond Client Consulting in 2021. Good Bull Capital provides private credit and private equity opportunities to accredited investors. Diamond Client Consulting offers world-class operational due diligence, consulting, and accounting services for small to mid-sized enterprises, and Diamond Client Group continues to provide strategic financial planning for business owners and high-net-worth families.

Jessica Clemence

Principal
Green Mountain Capital

Jessica Clemence is a Principal on Green Mill Capital’s investment team and leads the firm’s business development efforts including sourcing and evaluating new investment opportunities. Jessica brings more than 15 years of experience leading the origination and business development efforts of lower middle market private equity funds, most recently as Director at The Edgewater Funds and JZ Partners.

She began her career in corporate lending at Bank of America and transitioned into investment banking when she joined Wells Fargo’s Corporate Finance team in 2001.

Jessica holds a bachelor’s degree from Florida State University and a Master of Business Administration from The University of Chicago Booth School of Business.

Francisco Connell

Chief Legal Officer
Fernandez Holdings, Inc.

In over 15 years of private practice, Francisco (Cisco) Connell established himself as a highly respected practitioner, with vast experience in litigation and transactional matters. Having transitioned to in-house CLO, he applies that experience and skillset to grow and improve the Fernandez Holdings’ multi-billion-dollar portfolio of companies by providing informed advice and measured guidance.

Paul Couston

Co-Founder & CEO
Ascent Integrated Tech

Paul is a second-time founder with a background in scaling government technology. He co-founded Optivolt Labs, raised over $10M in venture deals, and secured more than $5M in defense contracts. Now at Ascent, Paul focuses on enhancing firefighter and warfighter safety through innovative technology. He hold an engineering degree from UIUC and also been recognized in Forbes 30 Under 30.

Diego Cuevas

Managing Partner
Pinnacle Capital Partners LLC

Diego Cuevas is the Founder and Managing Partner of Pinnacle Capital Partners. His military experience from the Marine Corps continues to play a significant role in the board Member shaping the way his firm operates. With professional experience roots at Grant Thornton an DWS, the combination of institutional knowledge and entrepreneurial execution, has built a pipeline exceeding $200M.

Yelena Edelstein

Deal Partner
Blackmore Partners

As Deal Partner of Blackmore Partners, a Chicago-based independent investment firm that specializes in "EXECUTIVE-1ST " investment strategies, Edelstein leads all deal activities with the objective to generate returns above 3x MOIC.

Chris Fils

Managing Director-Complex Manager
Raymond James

Chris, is responsible for all aspects of branch profitability and growth for the Chicagoland market.

Prior to his move to Chicago, Chris managed the Florida Suncoast Complex for Raymond James. Chris joined Raymond James in 2018 after working with Morgan Stanley as the manager of their Los Gatos branch in California.

In addition to his role as Complex Manager, Chris works with professional athletes, entrepreneurs and affluent families, helping them manage complex financial matters – personally and professionally.

A graduate of the University of South Florida, Chris holds a Bachelor of Science in Finance and earned his MBA from Saint Leo University.

Chris, is responsible for all aspects of branch profitability and growth in the Chicagoland market.

Prior to his move to Chicago in 2022, Chris managed the Florida Suncoast Complex for Raymond James. Chris joined Raymond James in 2018 after working with Morgan Stanley as the manager of their Los Gatos branch in California.  In addition to his role as Complex Manager, Chris works with professional athletes, entrepreneurs and affluent families, helping them manage complex financial matters – personally and professionally.

A graduate of the University of South Florida, Chris holds a Bachelor of Science in Finance and earned his MBA from Saint Leo University. He has also completed the rigorous requirements to earn his CERTIFIED FINANCIAL PLANNER™ certification.

Roeder Fletcher

U.S. M&A Lead
Reply

Roeder Fletcher is the innovation success lead for some of the world's most recognized organizations at Reply, helping business leaders use the power of proprietary data to optimize decision-making and foster long-term innovation for revenue growth. With over a decade of experience bridging the gap between executive leadership and technical teams, Roe specializes in guiding customers through AI investments to increase competitive advantage and overall margin while aligning technical roadmaps to business strategy for continuous growth.

Mike Flint

Co-Founder & Sr. Managing Director
LV2 Equity Partners

Mike is an executive with strong leadership skills and extensive manufacturing management experience. He has held leadership positions of President and Vice President in companies with revenues of $80 million to $250 million. He has demonstrated the ability to increase profits while leading and driving continuous improvement throughout an organization. Mike holds a MBA from Michigan State University, East Lansing, Michigan where he graduated with honors and a Bachelor of Electrical Engineering degree from General Motors Institute in Flint, Michigan.

Matthew Gurwin

Vice President, Private Wealth Advisor
Graystone Consulting

Matthew Gurwin is a Vice President, Private Wealth Advisor, and Certified Exit Planning Advisor (CEPA®) for Graystone Consulting at Morgan Stanley. He specializes in advising business owners and families considering substantial liquidity events due to the sale of a privately held business. A veteran of the financial services industry, Matt draws on his 25 years of experience, helping entrepreneurs maximize the value of their business, take their personal and personal financial plans to the next level, and be prepared for what adventure comes next after transitioning their current company.

Joe Hargrove

Vice President, Wealth Management Advisor
Merrill Private Wealth (HNH Group)

Joe is a Vice President and Financial Advisor with Merrill Lynch Wealth Management. He works with families to help grow, preserve and transition assets to the next generation. Joe works with each client to build a personalized plan based on their needs and priorities.

Prior to joining Merrill Joe built a wealth management practice at Charles Schwab where he worked for eleven years. Before Schwab he worked in wholesaling and institutional sales with Bond Wave and First Trust portfolios. He has been in the business for more than eighteen years.

Joe received a B.A. in Finance and Investment Consulting from DePaul University. Joe and his family live in the North Center neighborhood of Chicago.

Jon Hicks

Managing Director
The Heico Companies, L.L.C.

Jon Hicks has pursued M&A for The Heico Companies since March 2000. Heico is a privately held holding company with a portfolio of over 50 middle market industrial companies. At Heico Jon has responsibility for origination, analysis, negotiation and execution of acquisition opportunities. Jon holds a B.A. from Georgetown University and a Masters in Management from Northwestern University.

Robert Johnson

Managing Partner
The Solomon Group LLC

Robert Johnson is the Managing Partner of the Solomon Group, a social enterprise management consulting company and the co-founder of The Collective, a social impact business incubator that raises capital for social enterprises.

Thomas (Ted) Keim, Jr.

Partner
Venable LLP

Ted Keim's practice focuses on mergers and acquisitions, investment and venture capital transactions, private equity, corporate reorganizations and restructurings, and complex joint venture/company representation matters. Ted's clients include a broad range of public and privately held companies, both in the United States and overseas, across a wide spectrum of industries, including healthcare and life sciences/medical devices, food and beverage, financial and technology services, industrials, automotive, aerospace and defense, retail, and hospitality

Peter C. Kotz

Managing Partner
Old Town Equity, LLC

Mr. Kotz serves as Managing Partner of Old Town Equity. Mr. Kotz has 25+ years of experience in private equity, investment banking and the futures industry. Before Old Town Equity, his private equity experience includes leading the Chicago office as Managing Director for Gladstone Investment, a division of The Gladstone Companies, Principal with Gridiron Capital and Senior Associate at Altus Capital Partners. Mr. Kotz received an MBA with honors from The University of Chicago Booth School of Business and a Bachelors Degree from Boston College, Carroll School of Management. Active investments include Diamond Fulfillment Solutions and Challenger Breadware.

Lee M. Koury

Managing Director
Smart Business Network LLC

Lee is managing director of Smart Business Network LLC, a national events, media and marketing company founded in 1989, primarily responsible for expanding the company’s Dealmakers Conferences throughout the U.S. He plays a key role in establishing corporate policies and developing long-term strategy and growth plans. Previously, he founded and chaired the Growth Group at national law firm Arter & Hadden LLP (now Tucker, Ellis & West), which focused on working with middle-market and high-growth technology companies. 

Melissa Lederer

Chief Experience Officer
mHub

Melissa Lederer, chief experience officer, is focused on leading teams to design solutions that drive engagement, collaboration and success for mHUB corporate partners and startups. A seasoned business professional with more than 20 years of broad experience in both corporate and agency settings, Melissa has served a variety of technology-based businesses of all sizes and has a special passion for supporting high-growth startups on brand formation and scaling into new markets.

Over the past 10 years, Melissa has been an active force in helping to build Chicago’s robust entrepreneurial community. Melissa was a member of the founding team of 1871, Chicago’s innovation hub recognized by UBI Global as the #1 university-affiliated incubator in the world and served as its chief marketing officer for more than two years. Following 1871, Melissa helped found Chicago’s healthcare incubator and innovation center MATTER, where she was responsible for defining and building the MATTER brand and managing all areas of the company’s marketing, communications and events. Melissa continues to support MATTER strategic initiatives and special projects.

Prior to her years focused on driving civic entrepreneurship, Melissa served as the SVP of marketing for Q Interactive (formerly CoolSavings) where she oversaw all marketing, communications and creative functions and served on the company’s senior leadership team. Melissa was recognized in 2019 and 2020 in the Crain’s Chicago Business “Notable Women in Manufacturing”.

Tony Lorenz

Founder
Headsail

As a Founder, CEO, Board Director, Investor, and Growth Advisor, I have spent over 30 years building, scaling, acquiring, and exiting category-defining companies in global tech-enabled event and marketing services.

I am committed to life long learning, strategy, empathetic leadership, and impact through inflection points. I have led operational transformations that deliver sustained profitability and positive EBITDA across both founder-led and private equity-backed businesses.

My experience spans more than 36 buy-side and sell-side acquisitions and strategic partnerships, generating over $900M in enterprise value and expanding global reach across the US, UK, Europe, APAC, and the Middle East.

Today, I continue to guide organizations through inflection points as the founder of HeadSail, a consultancy which supports founders, CEO's, brands, investors, and boards.

Matthew Manning

Executive Vice President - Commercial Market President
Busey Bank

Matt Manning serves as Executive Vice President & Commercial Market President at Busey Bank, where he leads a dynamic team focused on supporting middle market businesses in the Chicagoland and regional market. Since joining Busey Bank in 2016, Matt has built a reputation for combining financial expertise with a relationship driven approach, helping businesses grow and thrive. He partners closely with business owners and community leaders to understand their goals, provide tailored financial solutions, and support growth that strengthens the entire region. Whether its helping family-owned businesses expand, guiding entrepreneurs through new opportunities, or connecting clients with resources, Matt and his team pride themselves on being trusted advisors as much as bankers.

John McNulty

Managing Partner
Mexus Fund

John is CEO & Co-Founder of Didgebridge Labs. This is a Venture Studio Portfolio development and launch company, specializing in Digital Cyber-Security. John is also a Managing Partner of the $200.0 million emerging MEXUS Fund, whose mission is to help solve “Societally Important Challenges within the sectors of Healthtech, Deeptech, and Digital-Data-PRIVACY.

Julia Monfrini Peev

Managing Partner
PACE Healthcare Capital

Julia Monfrini Peev is the Founder and Managing Partner of PACE Healthcare Capital, a venture capital firm investing in digital health and healthcare technologies based in Chicago, IL. As a seasoned institutional VC/PE investor, Julia has deployed $1B of capital in successful and transformative healthcare businesses, with a demonstrated track record.

Ira Moreland

Managing Partner
EQ Equity Partners

Neal Nath

Founder & Managing Partner
N3 Capital Management, LLC

Neal Nath is the Founder and Managing Partner of N3 Capital Management, LLC, a Chicago-based private investment firm focused on making majority and minority investments in lower middle market companies. Mr. Nath has two decades of institutional investing, transaction, and operational experience. Mr. Nath has led successful investments in various industries including industrial, consumer, business services, and real estate.

Prior to founding N3, Mr. Nath was a Managing Director at Aves Capital Management, L.P., where he originated, structured, and executed bespoke middle market debt and equity financing transactions. Mr. Nath also served as a member of the firm’s Investment Committee and Valuation Committee.  

Previously Mr. Nath was a Managing Director and senior member of the private equity investment team at Z Capital Group, where he made control private equity investments and oversaw value creation initiatives across several middle market portfolio companies.  Mr. Nath was also an investment banker with Houlihan Lokey and a management consultant with The Keystone Group.

Mr. Nath received his Bachelor of Science in Industrial Engineering from Purdue University.  He is a member of the board of Advance Switchboard Distribution and previously served on the boards of Factor75, Premier Thermal Solutions, Twin-Star International and Carillon Miami Wellness Resort.

Tom Parro

Founder and Senior Managing Director
MERK Capital Corporation

Mr. Parro is an operationally focused professional with recognized expertise in optimizing and expanding company enterprise values throughout investment lifecycles and macroeconomic cycles. He has 27+ years of experience in C-level management, private equity, family office, and institutional investing and portfolio management. In addition, Mr. Parro has considerable expertise in the strategic development and integration of both start-ups and acquired companies both domestically and internationally.

For the past 10 years Mr. Parro has owned and operated an independent sponsor private equity investment group. In that 10 years has invested in 5 platform companies and several add on acquisitions. He has develop an extensive network of investment bankers, brokers, lawyers, accountants and consultants that provide the opportunity to review over 700 investment opportunities a year in various industries and platforms.

Prior to MERK, Mr. Parro led the mergers & acquisitions effort at Globe Union Industrial Inc. (“Globe Union”). He was instrumental in growing Globe Union from a private label $125 million single product line company to a $750 million branded broad based product line company over a five year period with operations that included North America, Europe, Taiwan, and China. Mr. Parro also led the mergers & acquisitions effort for Field Container Co. (“Field Container”). He was instrumental in acquiring numerous companies that help grow Field Container from $350 million to $500 million over a five year period. His primary responsibilities were integration of the companies in all facets of the operations including, manufacturing, sales and marketing, administrative services, and IT. While at the financial services division of GE Capital for approximately eight years, Mr. Parro managed numerous strategies that led to the growth of various companies through both organic as well as acquisitions.

Lori Pedelty

Vistage Chair
Vistage Worldwide

As a Chair with Vistage International, Lori leads private peer advisory boards for CEOs to help them step out of the day-to-day, think differently, gain insights, make better decisions, take bold action, and generate meaningful results.  Membership is by invitation only for CEOs dedicated to leading healthy growth, smart innovation, high-performing teams and engaging cultures that result in meaningful value.

As a consultant, Lori serves middle market companies that outsource the role of Chief Strategy Officer to her.  With a passion for driving organizational change that helps leaders maximize enterprise value creation and achieve critical goals, Lori developed a methodology that focuses on the four essential factors of effective change management: leadership, strategy, execution and cultural transformation.

Serving a diverse range of clients including private equity, publicly traded companies, entrepreneurial start-ups, family-owned and operated companies, limited partners, non-profits and government agencies, Lori possesses extensive experience in many industries including financial services, technology, manufacturing, professional services, consumer services, asset management, construction, higher education, healthcare, and advertising.

Lori has often been called upon to mediate highly sensitive, complex and confidential matters with 100% success in achieving the desired outcomes. Lori is a valued trusted leadership advisor to Boards, CEOs and executive teams.

Luca Pescarini

Transaction Advisory Manager
Cintrin Cooperman

Luca is a Transaction Advisory Manager in Cintrin Cooperman’s Tax Group. He is responsible for the direction of the client services and has worked for an array of clients in various industries, including closely held businesses, manufacturing, distribution, financial services, technology and construction. Luca has focused his last several years on executing deals in the small-market and middle-market for a variety of buy-side and sell-side transactions. Luca possesses a diverse set of skills which allows him to effectively navigate the complexities of transaction-related services for our clients. He is expert in thoroughly conducting the due diligence necessary to identify and analyze the potential risks, legal issues and other factors impacting transactions. His years of project management experience ensures that deadlines are met and tasks are executed efficiently.

Craig Shipley

Vice President of Client Solutions/Private Equity
Dext Capital

I lead the Private Equity practice at Dext Capital. Dext is a Top 10, independent, equipment finance firm formed in 2018, and has funded over $2B.

Raymond Siffel

CEO / Managing Partner
Calibr Merchant Solutions

Almost two decades of experience in the B2B credit card processing / integrated solutions space. He has worked closely with the C-Suite at midsize firms all the way up to Global Fortune 500 organizations. Having studied opera and theater at Northwestern, he built a strong understanding of the value that collaboration and thinking "outside of the box” and brings that to his approach to client relationships. Raymond leads Calibr’s external partnerships as well as architecting and delivering solutions and saving proposals to clients.

Michael Simon

Managing Principal
Traverse Pointe Partners

Michael is the Managing Principal and Founder of Traverse Pointe Partners. He is responsible for investment sourcing, valuation, transaction structuring, fundraising and administrative activities on behalf of the firm. Michael is the Chairman of Integrated Health Systems, Small Miracles, The Hope House and Soma Therapy, each of which are Traverse Pointe portfolio companies.

Marne Smiley

CEO
Bumper Lanes

Marne Smiley is the founder and CEO of Bumper Lanes, a full-service marketing firm specializing in branding and digital strategy for organizations undergoing mergers and acquisitions. Marne works closely with executive teams and investor relations to ensure both sides of the deal are aligned—guiding brand positioning, communication strategy, and digital infrastructure to support seamless transactions and long-term value creation. Her focus is on reducing risk and ensuring that the companies she works with don’t become part of the 50% that fail post-merger.

Marne is also a sought-after speaker, presenting regularly to startup accelerators, executive groups, and law students on branding, business growth, and career transformation. A proud member of the Otoe-Missouria Tribe, she serves on the board of the Lyric Opera, is a former board member of the Union League Club of Chicago, and was named 2025 Rotary One Woman of the Year. She is active in advancing civic leadership and Native representation.

Rob Stepen

Business Performance Advisor
Insperity

I apply decades of experience as a business owner to work with Small to Mid-size businesses to realize their company goals by improving their efficiency, accelerating growth and driving revenue.

Jen Sweeney

Market Leader
Vistage Worldwide

Jen Sweeney brings over 20 years of marketing and business development with Executive Peer groups. As a Regional VP and Business Development Partner for Vistage Worldwide, Inc, she coaches and strategizes with seasoned executives to build private advisory board groups of CEOs, Presidents, and business owners. Jen's passion is in Building relationships and connecting leader to uncover the challenges and issues facing small to medium-sized businesses. Vistage is committed to helping business leaders grow professionally and personally through peer to peer development, one to one executive coaching and education.

Mary Ann Travers

Partner
Crowe

Mary Ann Travers is a principal in the Crowe consulting services group and leads the firm’s valuation services group. In addition, she is the office managing principal for the Chicago and Oak Brook, Ill. offices. Mary Ann has more than 25 years of consulting experience specializing in the valuation of businesses and business interests, intangible assets, liabilities, and complex securities.

Ben Van Vlerah

Illinois Market President, Regional Commercial Leader Illinois & Northern Indiana
KeyBank

With over 25 years of banking experience, Ben has built multiple teams and client portfolios working with a variety of privately owned companies, non-profits, family offices and private equity firms. His teams take a unique approach to deeply understand the 5-year strategy of a management team while identifying key challenges, mitigation of risks, and key connectivity opportunities. This allows him to drive value to executives by enhancing business strategies, identifying and advising strategic acquisitions, constructing complex capital solutions, providing new client introductions and guiding succession planning.

Ben is the Illinois Market President and Commercial Regional Leader supporting Illinois and Northern Indiana at KeyBank. Previously, he served as Commercial Regional Manager of Commercial Banking in Illinois, Wisconsin and Iowa at Huntington Bank/FirstMerit Bank for 14 years. Prior to this experience, Ben was the Illinois Commercial Banking Group Manager at Banco Popular North America. Prior to joining BPNA, Ben began his career at American National Bank.

Ben is active in the local community where he is a board member of Facing Forward to End Homelessness and member of the Finance Committee for 5 years. He is the current Chapter Chair of the YPO Chicagoland Chapter with over 8 years of board roles, and he is a member of the Veteran’s Committee at Rosecrance Behavioral Health.

Michael Wallach

Vice President of Investment
Levy Family Partners

Michael Wallach is a Vice President of Investment for Levy Family Partners, the Family Office of Larry Levy (Founder and former CEO of Levy Restaurants). Michael oversees the family’s venture portfolio and is responsible for global deal origination, due diligence and fostering strategic relationships to maximize return potential. He assisted the family in taking Del Taco (NASDAQ: TACO) public via a Special Purpose Acquisition Company and is a Board Observer to Aura Frames. Michael holds an MBA from the Kellogg Graduate School of Management and a B.A. from the University of Wisconsin-Madison.

Jonathan Webb

Co-Managing Partner
National Christian Foundation

Jonathan Webb is a Co-Managing Partner at the National Christian Foundation (“NCF”) and has 30+ years of finance experience from a career in investment banking and private equity. He has extensive expertise in mergers and acquisitions, capital raising, principal investing, strategic planning, and business development.

At NCF, a leading advisor of donor advised funds, Jonathan is a member of the Mergers & Acquisitions team, which focuses on originating and structuring non-cash gift strategies for the granting of public equities and alternative assets (closely held business interest, real estate, and intellectual property). As the industry’s recognized leader in complex gifts, in 2023 NCF executed $1.2 billion in transactions.

Prior to joining NCF, Jonathan was a co-founder of Legacy Acquisition Corporation (“Legacy”), a $300 million Special Purpose Acquisition Company (SPAC) which successfully executed its IPO on the New York Stock Exchange. Other experience includes working at Duff & Phelps as a Managing Director in Mergers & Acquisitions, a Vice President at Lehman Brothers, and in various other roles at Oppenheimer & Company, the Canadian Imperial Bank of Commerce Oppenheimer, and Loop Capital Principal Investments.

Jonathan studied finance at Morehouse College and holds an MBA degree from Columbia Business School. He serves on boards for both non-profit and for-profit entities and enjoys a variety of hobbies and mission work.

Nicole Wolter

President & CEO
HM Manufacturing

Nicole is a second-generation manufacturer and the president and CEO of HM Manufacturing. As a skilled and seasoned leader, she is invested in supporting the next generation of manufacturing leaders in addition to advancing the manufacturing industry as a whole.

She sits on the board of directors of numerous associations such as the National Association of Manufacturers (NAM), American Gear Manufacturers Association (AGMA), and mHUB. Nicole also serves as the current chairman of the Technology and Manufacturing Association (TMA).

Shawn Woods

Vistage Chair
Vistage Worldwide

I’ve been driven to turn obstacles into opportunities and find possible in the impossible throughout my career. As a previous homicide detective, and now, as Licensed Private Detective, CEO and President of my own Real Estate Investing Company, Professional Development firm and Vistage Chair, I’ve always held the mindset for success. Compelled to provide leaders and organizations with a piece of the pie, my vision is to make a significant difference— helping individuals’ become better leaders, make better decisions, deliver better results resulting in fulfilled lives.

At Shawn K. Woods & Associates, our mantra is “to transform people, processes and organizations to unleash their full potential.” Specializing in over 60 soft skill topics, I have spoken in 49 states and ten countries, sharing powerful insight that engages and motivates corporate, government, and private agencies. Motivational speaking is just the start of what I provide. Through additional mentoring, training, and leadership development workshops, along with executive, life, and career coaching, my clients have the tools, strategies, and guidance to revolutionize people, processes, and organizations.

Working with leaders of all levels, I’ve successfully provided advisory services, business coaching, and business development consultation to propel executives, business owners, and their organizations to the next level.

As a Vistage Chair, I look to facilitate an environment where CEOs and business owners can feel promoted, inspired and empowered to outperform their competitors. Leaders in my peer advisory groups resemble a board of directors, equipped with the necessary resources, relationships, and guidance to overcome challenges they’re facing, reach their peak performance, and make a positive, lasting impact on their business, family, and community.

Atif Zafar

CEO
Mexus Fund

Dr. Atif Zafar is a serial entrepreneur with multiple successful companies in the medical device, deep tech and other spaces. In addition he is the CEO of a newly formed fund called Mexus that plans to invest in disruptive health tech and deep tech companies. He is also a professor at indiana university school of medicine and practices as a hospitalist at a level 1 trauma center in downtown indianapolis.

Marc Zaslavsky

Partner
Levenfeld Pearlstein

Marc Zaslavsky is a partner in the firm's Corporate Practice Group.

Marc focuses his practice on corporate transactions throughout the United States with an emphasis on mergers, acquisitions and dispositions. Marc’s clients are middle-market privately held companies in a variety of industries owned by individuals, families, independent sponsors and private equity funds. Marc’s clients also include private equity funds and independent sponsors. Marc leads and coordinates cross-disciplinary teams of lawyers and consultants to complete complicated transactions and achieve client objectives. Marc regularly advises clients on structuring purchase and sale agreements, partnership agreements, funds, equity and debt offerings, non-compete agreements, incentive compensation agreements and day-to-day business operations, and works closely with the firm’s tax attorneys to structure transactions in a tax efficient manner. Marc helps coordinate planning strategies for his clients which includes integrating client estate plans with their business and investment activities as well as exit planning. Marc prides himself on providing exceptional client service and having high emotional intelligence and collaboration skills.

Marc also represents sophisticated real estate organizations in structuring and closing joint ventures, private offerings and fund formations.