President & CEO
Smart Business Network
Fred co-founded Smart Business Network in 1989 with a single publication in Cleveland, Ohio. In the years since, he has built the company into a leading multimedia and content marketing business providing print and digital marketing services to a national client base.
President & CEO
Sterling Drive Ventures LP
Michael Araten is president and CEO of Sterling Drive Ventures LP, a family office that owns The Rodon Group. Rodon is a highly automated plastics injection molder, with a focus on small parts used in over 100 industries, including food, beverage, pharmaceutical diagnostic packaging and toys. Previously, he was president and CEO of K’NEX Brands, whose K’NEX™ construction toy is distributed in 40 countries. More than 95 percent of the K’NEX component parts are made at Rodon in Hatfield, Pennsylvania.
Emily V. Biscardi
Founder & CEO
Emily Venable Biscardi is founder and CEO of Xelerate LLC, an agile and data-driven recruitment process outsourcing provider. She founded the company in 2004 because she believed there was a better way to service customers in the talent acquisition industry by designing and implementing solutions that fill gaps in corporate recruiting programs. Xelerate was named to the 2018 Inc. 5000 list and received the SmartCEO Brava! Award in 2013 and the SmartCEO Hall of Fame Award in 2014.
Drayton Park Capital
Charles Bodie is the founder and Partner of Drayton Park Capital LP, an independent investment firm focused on providing structured and flexible growth capital to lower-mid market operating businesses.
Previously, he was a Partner of London-based Special Situations fund manager Kelso Place Asset Management.
Founder & CEO
Carole Borden founded CB Transportation, a third-party logistics company in 1995, proving that growth and solid reputations could be built virtually. Decades of experience and foresight have been the catalyst to CB’s expansion. The company now includes a fleet of trucks and a technology division offering turn-key and customizable transportation management software.
Co-founder & CEO
Evan is the co-founder and CEO of LeagueSide, the nation's leading youth sports sponsorship platform. LeagueSide connects brands including Comcast and Dunkin' with families in the community through its network of 14k+ youth sports leagues and tournaments. Evan is originally from Long Island, went to the University of Texas in Austin, then spent a couple of years in Detroit before moving to Philly 6 years ago.
Donald R. Braun, Jr., is a Managing Director of Bernstein located in the Philadelphia office. He joined the firm in 2005 and was appointed a Principal in 2010, a Director in 2015 and Managing Director in 2016. In his role as a Principal he was responsible for advising high-net-worth families and institutions, as well as their respective trusts, estates, foundations, endowments and pension plans. Prior to joining the firm, he served for 10 years as vice president of a privately held family business, Greater Media, Inc., where his responsibilities included strategic planning, budgeting and analyzing cash-flow projections for companies targeted for acquisition. Donald earned a BS in business administration and finance from Drexel University. He is a member of the Philadelphia and Pittsburgh Estate Planning Councils, the Association for Corporate Growth (ACG), the Greater Philadelphia Alliance for Capital and Technologies (PACT), and The Union League of Philadelphia. Donald is also active with Drexel University, serving on the President’s Leadership Council.
Eureka Equity Partners
Jonathan is a Partner at Eureka Equity Partners, a Philadelphia-based lower middle market private equity firm focused on making majority and minority investments in companies with revenue up to $100 million in the business services, consumer, healthcare, and specialty industrial sectors. Jonathan is responsible for transaction sourcing, evaluation and negotiation, managing senior and subordinated debt lender relationships, and working with portfolio company management teams on strategic initiatives.
Jonathan also serves on Eureka's Investment Committee. Jonathan currently serves on the Board of Directors of McCue Corporation and is a former Board member of Campus Televideo, Creative Co-Op, Everite Machine Products, FlexManage and Total Military Management. Prior to joining Eureka, Jonathan was an Engagement Manager for L.E.K. Consulting, an international management consulting firm focused on strategy and mergers & acquisitions. Previous to L.E.K., Jonathan executed acquisitions of investment management firms as an Associate with Value Asset Management, Inc., and worked as a Financial Analyst in the investment banking division of BT Alex. Brown Incorporated. Jonathan received an M.B.A. with Honors in Finance, Strategic Management, and Entrepreneurial Management from the Wharton School of the University of Pennsylvania and a B.A. in Economics from Columbia University.
Co-Founder & CEO
Ryan is among the most respected leaders in the staffing industry, known for his fierce commitment to providing outstanding customer service and his tenacious pursuit of excellence. His experience includes over twenty years in staffing as well as extensive experience in sales and sales management. Ryan spent seven years working at PDI, the world’s largest contract sales organization supporting the pharmaceutical industry, where he was continuously recognized as a top performer and was promoted several times.
In 2003, Ryan was hired by a major Dallas-based staffing company where he made significant contributions. Within three months, Ryan turned the unprofitable office into one of the most profitable offices in the company. In 2005, Ryan co-founded PeopleShare, a regional staffing firm dedicated to placing candidates in light industrial, administrative and clerical positions. Ryan’s vision was to create a staffing company that provides employees and customers the opportunity to achieve their goals and enhance their overall success. Having the expertise, industry experience, and resources to recruit the best talent for each and every opportunity have been a critical factor in PeopleShare’s success.
Ryan’s determination, drive and talent have propelled PeopleShare into the fastest growing staffing firm in Pennsylvania with 16 locations throughout PA, NJ and DE. Since their first year of eligibility in 2007, PeopleShare has been named “Best Places to Work” by the Philadelphia Business Journal every year and named to the Inc.500/5000 list. In 2015, PeopleShare exceeded $100MM in annual revenue and was acquired by Trivest, a Private Equity firm based in Coral Gables, Florida.
Royer Cooper Cohen Braunfeld LLC
Neil Cooper is the Executive Partner of RCCB, attorneys who think and act like entrepreneurs and business people. Neil focuses his practice primarily on business and corporate law matters, effectively serving as outside general counsel to many of his clients. Neil advises clients on acquisitions and dispositions and a broad range of business agreements, with emphasis on emerging growth and middle market companies, entrepreneurs, and investors.
Vice President, Business Development
Argosy Private Equity
Jason joined Argosy in 2019 as Vice President of Business Development. Mr. Cunningham leads the firm's transaction sourcing and origination activities, bringing more than 18 years of experience as an investment banker and private equity investor focused exclusively on middle market businesses. Throughout his career, Mr. Cunningham has advised middle market clients in across a broad range of industries on public and private company mergers and acquisitions, spin-offs, private placements, strategic alternatives, succession planning and capital formation issues.
Co-Founder, CAO, and CFO
RTM Vital Signs
Denise L. Devine, CPA, MBA, MST, is an experienced independent board director. Her experience spans from entrepreneurial startups to Fortune100 corporations. She is founder and CEO of FNB Holdings LLC, a company dedicated to initiatives in the health and wellness space, and a founder, CAO and CFO of RTM Vital Signs LLC, an early stage medical device company.
President & Managing Director
Citizens Capital Markets
David co-founded Western Reserve Partners in 2004, which was acquired by Citizens in 2017, and has more than 25 years of experience advising middle market companies in mergers and acquisitions and capital raising across a wide range of industries. Prior to co-founding Western Reserve Partners, he was a Managing Director at KeyBanc Capital Markets and Manager of Consumer Investment Banking at McDonald Investments. David started his career at Ernst & Young, where he provided financial consulting and audit services to middle market companies.
UBS Financial Services
Ted joined the Financial Services industry in 1994 as a Financial Advisor with Merrill Lynch in the World Financial Center, NYC.Over the next twenty years he held numerous positions with Merrill Lynch. In April 2000 he transitioned from Financial Advisor to a career in Leadership. Those roles included: Regional Sales Manager in Washington, DC (2000-2002), Complex Director in Norfolk, VA (2002-2005), Managing Director for Philadelphia Complex (2005-20011), and PA/Delaware Markets, Head of the Affluent Segment for ML (2001-2014). In 2015 Ted had the great fortune to join UBS running the Philadelphia/ South Jersey Complex. Today, he is the Market Head for Pennsylvania. Our eight offices comprise 150 FAs, 85 CSAs, and an outstanding Leadership Team supported by incredible specialists.
Ballard Spahr LLP
Anuj Goswami represents financial institutions and borrowers in structuring, documenting, and negotiating financing transactions, including secured and unsecured revolving credit facilities, term loans, asset-based loans, acquisition financing second-lien loans, and mezzanine loans. Anuj counsels financial institutions and borrowers, including buyout funds, in connection with senior and subordinated debt facilities used to finance leveraged buyouts and acquisitions.
AGH Holdings LLC
Annamarie Geppert Hellebusch entered the real estate investment market after practicing for 25 years as a Women’s Health Nurse Practitioner. Since 2015, Annamarie has been buying homes in the Montgomery County area and reselling them after extensive renovations. Her team of realtors and subcontractors work closely together to create move in ready homes for her clients.
President & CEO
Gerri Henwood has served as president and CEO, and a director of Recro Pharma — a revenue-generating, specialty pharmaceutical company — since its inception in 2008. From 2006 to 2013, she served as president of Malvern Consulting Group Inc., a pharmaceutical incubator and consulting firm. She continues to spend a small amount of time engaged in the provision of consulting services for MCG to other companies.
Economy League of Greater Philadelphia
Prior to his appointment as executive director of the Economy League in 2018, Jeff Horstein served as director of Financial and Policy Analysis for the Philadelphia City Controller, where he worked on critical issues relating to Philadelphia's fiscal health. Under his leadership, the Policy Unit produced numerous data-driven policy analyses on topics including the city's property tax system, tax delinquency, incentive programs, charter school finances and the state of retirement security.
Over the course of his 15-year career, Ryan Hurst’s areas of expertise have included advising clients on buying and selling businesses, succession planning, conducting valuations for transactions and structures, litigation support for shareholder disputes and strategic alternatives analyses. He earned the Accredited Senior Appraiser designation in 2015.
Blue Highway Growth Capital
Christine is Co-Founder and Managing Partner of Blue Highway Capital. Chris has expertise in sourcing, structuring and managing growth equity investments through two funds she co-founded. Her investment portfolio includes small middle market companies across a broad range of industries. Many of these businesses are located in rural communities. Her investments have been structured to support growth, acquisition and recapitalization strategies.
Regional Executive - Director
Rob is the Regional Executive of Alex. Brown Philadelphia and is responsible for the management and growth of the office. Rob and his team work with individuals and family offices to create highly customized, comprehensive wealth management solutions. He enjoys helping his clients navigate the complexities of the financial markets and providing strategies that are tailored to their needs and objectives. He specializes in asset allocation and portfolio management, utilizing equity, fixed income and alternative investments to balance risk, returns and liquidity.
Before joining Alex. Brown (now a division of Raymond James), Rob was a vice president of investments at UBS Private Wealth Management, a vice president at the JP Morgan Private Bank and a vice president at JP Morgan Securities. He earned a bachelor’s degree in finance from Bloomsburg University.
Rob serves as a board member of Handi-Crafters, one of the largest employment and disability focused service programs in Chester County. A West Chester, Pennsylvania, native, he lives with his wife, Kelly, and their three children..
Brian has a wide range of experience providing domestic and international tax planning and compliance services to a variety of middle market companies and entrepreneurial businesses in a number of industries, including manufacturing, distribution, media, real estate, financial, and professional services. He has also assisted companies with business transactions, including mergers, acquisitions and transition planning.
Chief Marketing Officer
Herbein + Company, Inc.
Jack has been the CMO at Herbein + Company, Inc. since 2008. Previously, he was Marketing Director at Asher & Company, Ltd. for twelve years. As one of the largest Mid-Atlantic CPA firms, Herbein has earned Best in Accounting service awards for five consecutive years. Herbein provides accounting, tax, and advisory services and specializes in transactions, HR consulting, and strategic planning. Jack was inducted into the Association for Accounting Marketing’s Hall of Fame in 2018.
Lee M. Koury
Smart Business Network Inc.
Lee is managing partner of Smart Business Network Inc., a national events, media and marketing company founded in 1989, primarily responsible for expanding the company’s Aspire deal-making conference 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.
BDO, USA LLP
Frank is a partner in BDO’s Advisory Practice with 25+ years of broad experience in finance and operations, auditing, forensic accounting, and risk management. Prior to joining BDO, he founded and served as managing principal of AC Lordi, a boutique management consulting firm, where he oversaw global finance initiatives for numerous clients including due diligence, relocating accounting operations, developing compliance programs, and implementing global HR and financial systems. He has also led various investigative matters for clients including fraudulent reporting, asset theft, and corruption.
Previously, Frank worked as a manager in the Emerging Growth Practice at Arthur Andersen. He has served as part-time CFO, strategic advisor, and board member for numerous early stage and growing companies.
Frank Marcucci, Jr.
Corporate Valuation Advisors, Inc.
Frank serves as the National Director, Business Development of Corporate Valuation Advisors, Inc., (“CVA”). Mr. Marcucci is responsible for client development efforts in securing new markets within the Northeast Corridor, the Midwest, Canada, Europe and Asia. The majority of Frank’s new and existing clientele are Fortune 500, public and private company clients, closely held enterprises, private equity, investment banking, trust & estate planners, law and accounting firms and their advisors. Frank has a 25+year track record of managing the maintenance and growth of key client relationships, as well as the development and implementation of appropriate strategies and goals critical to the firm’s long term success.
Prior to joining Corporate Valuation Advisors, Mr. Marcucci was a National Director for EAC Valuations, LLC. His background also includes senior positions at Management Planning, Inc., and Enterprise Appraisal Company.
Partner - Private Equity Services
Mark is a partner specializing in providing tax and private equity services. He co-leads the firm’s private equity practice with Michael Vaccarella. He has over 30 years of experience in the private company and public accounting industries. Throughout his career, he has held the position of CFO for many private equity funds. Bringing great insight and wisdom to each client relationship, he is committed to helping clients drive growth. Mark has vast experience in all aspects of financial management, controllership and accounting operations, including preparation of financial statements, budgeting, forecasting, legal and cash management issues.
Barley Snyder LLC
Paul has practiced in the business area for over 30 years, concentrating in the mergers and acquisitions, securities, banking and corporate areas. His practice includes complex and sophisticated transactions, and he has participated in hundreds of M&A transactions. For a representative sample of transactions in which Paul has participated at Barley Snyder, please see the tombstone announcements at www.barley.com/Mergers-Acquisitions. Among other recognitions, Paul maintains an "AV" Martindale Hubbell rating and he has been listed in The Best Lawyers in America (Securities, Corporate and Banking and Finance areas) and in Pennsylvania Super Lawyers (Mergers and Acquisitions).
Murphy McCormack Capital Advisors
Bob is Managing Partner and Founding Partner of Murphy McCormack Capital Advisors, a boutique investment banking and corporate advisory firm in Lewisburg, Pennsylvania. Mr. McCormack has more than 32 years of financial services experience, and focuses on providing advisory services related to business sales, mergers, acquisitions, divestitures, business valuations, debt and equity financing, and select turnaround projects. He formed Murphy McCormack Capital Advisors in 2005. He previously served as President and Chief Executive Officer of Sun Bancorp, Inc., a $1 billion financial services holding company with bank branches and affiliates located throughout central Pennsylvania.
Daniel is a partner in the Corporate and Securities Practice Group of Troutman Pepper, formally Pepper Hamilton LLP, and co-chair of the firm’s Food and Beverage Industry Group. He devotes his practice to merger and acquisition transactions, corporate finance matters, complex commercial contracting and general corporate advisory matters. He also has represented domestic and foreign companies in transactions overseas and in the United States.
Senior Wealth Director
BNY Mellon Wealth Management
Bryan T. McGrath, CWS® is a senior wealth director for BNY Mellon Wealth Management. In this role, he is responsible for new business development in the Mid-Atlantic region, and works with individuals and families to identify how BNY Mellon Wealth Management’s investment and wealth management capabilities can help them reach their overall financial goals.
Prior to joining BNY Mellon Wealth Management, Bryan was a Wealth Advisor and Vice President at Key Bank. Bryan also worked as a Senior Wealth Advisor for PNC and TD Bank in addition to serving as a Regional Executive at Sovereign Bank/Santander in Philadelphia.
Bryan earned a Bachelor of Arts degree from Ursinus College, with minors in Finance and Business Administration. He has completed other certifications from Bucknell and Northwestern University in Chicago.
Chief Financial Officer
Annovis Bio, Inc.
Jeff is a financial executive with experience in investor relations, working with analysts, creditors and financial institutions, planning and analysis, IPOs, capital allocation, SEC communications and reporting, accounting, acquisitions and turnarounds. He is currently the CFO of Annovis Bio, Inc., a clinical stage biotech developing drugs for the treatment of Alzheimer's and Parkinson's diseases and was previously CFO of Safeguard Scientifics.
A 15-year veteran of marketing and business development for the accounting and legal professions, Mark directs the office's marketing initiatives and business development efforts in the Mid-Atlantic region and the immediate Philadelphia area.
A lead member for the company’s National Investment Capital Practice, Mark is responsible for fostering mutually beneficial working relationships with investment professionals, attorneys, bankers and various economic development and industrial organizations.
Prior to CBIZ, Mark was responsible for member relations with the Pennsylvania Institute of Certified Public Accountants (PICPA). Additionally, Mark spent many years in sales, marketing, production and operations in legal publishing for Thomson West Law’s Andrews Publications and LRP Publications.
President & CEO
Since joining United Safety full-time in 2010 Joseph Mirabile has helped the company more than triple in size, ultimately earning him the title of President and CEO in 2016. Since then, Joseph has been known to take measured risks to help the company thrive. Along the way, he’s also cultivated a workplace culture that is fun, vibrant, and rewarding.
Partner, Co-Chair, Corporate, M&A and Securities Practice Group
Blank Rome LLP
Louis is Co-Chair, Corporate, M&A and Securities Practice at Blank Rome LLP. He concentrates his practice on business and corporate matters, with specific emphasis on mergers and acquisitions for middle-market companies in a wide range of industries. He has over 20 years of experience advising on hundreds of strategic and private equity M&A transactions.
Jack leads client relationships for Aon Philadelphia. Jack delivers a broad range of risk, retirement and health solutions that reduce volatility and improve performance through understanding the needs and priorities of clients; connecting them to Aon's unmatched global resources and expertise; delivering fact-based insights supported by Aon analytics; and recommending optimal solutions to empower their growth. Jack also serves as the Resident Sales Director and is responsible for the growth strategy and execution for the Philadelphia operation.
Jack began his career in 1996 with a global insurance carrier. Jack’s foundational experience includes roles in claims, broking, client management, and sales
Stephen is a business adviser who utilizes his entrepreneurial leadership and CEO background to facilitate CEOs, presidents and owners of companies in achieving successful professional and personal goals. He enjoys working in the strategy world and has been a master chair with Vistage for more than 11 years.
Steven A. Scolari
Partner, Co-Chair, Closely Held & Family Owned Business
Stradley Ronon Stevens & Young
Steven provides practical and strategic legal advice to executives and owners of both private and public businesses in connection with a variety of transactional matters. As co-chair of Stradley Ronon’s Closely Held & Family Owned Businesses practice, Steve’s business succession planning engagements encompass corporate, tax, estate planning and family issues, including complex intergenerational shareholder and voting trust agreements and numerous liquidity transactions.
President, Eastern PA Market
Jordan is president of the Eastern Pennsylvania market for S&T Bank. In his role as market president, Jordan is responsible for the leadership, growth and development of the overall region, including all business lines (commercial, business banking, retail, mortgage and wealth management). Currently, the Eastern Pennsylvania market spans west of Harrisburg, northeast to the Greater Berks region, southeast into Philadelphia and all geography in between.
Previously, Jordan was responsible for overseeing all commercial banking operations throughout southcentral Pennsylvania. Since joining the Bank in 2010, he has contributed significantly to developing customer relationships and growing business throughout the region.
Jordan is a member of the Board of Trustees for Penn Medicine Lancaster General Health where he also serves on the Penn Medicine Lancaster General Health Finance/Capital Allocations Committee. In addition, he serves on the executive leadership team for the Lancaster City Alliance Economic Development & Planning and is a member of Young Presidents’ Organization.
VP Strategic Development
The Sharp Financial Group
Mike joined The Sharp Financial Group in 2016, where he focuses his efforts on helping business owners realize financial success for their hard work and taking risks. He provides advice on buying and selling a businesses and raising capital to grow. Across a variety of industries, he has spent more than 25 years building trusted relationships with business owners, entrepreneurs and the advisers they turn to when running their businesses.
Additionally, Mike serves as a board member for a number of community and educational programs in the greater Philadelphia area. He holds a BBA from the Fox School of Business at Temple University.
Adam leads business development efforts for all of NewSpring's investment strategies. Before joining NewSpring, Adam was an Investment Banking Analyst at Credit Suisse where he assisted on several transactions in the financial services and financial technology sectors. Adam is highly involved in the private equity and venture community with leadership roles in Mid-Atlantic ACG, PACT, AMAA the New Jersey Entrepreneur Network.