Chris Quintos

Posted by Sample HubSpot User on Oct 13, 2021 9:29:54 AM

Chris supports PCE’s ESOP practice by providing in-depth financial analysis, modeling transaction alternatives, and evaluating business ownership capital structures to further client goals. More broadly, Chris is engaged in all aspects of PCE’s investment banking practice, including buy-side and sell-side engagements, recapitalizations, and general corporate advisory.

Before joining PCE, Chris worked as a senior associate in the alternative investments assurance practice at one of the Big Four accounting firms. His primary focus was on hedge funds and private equity funds, performing industry, market, competitor research, and valuation analysis of private equity investments.

Recognized as a leader among his peers, Chris was selected to lead his team in adopting several technological initiatives during his time at the accounting firm.

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Tags: Team

Collin Butler

Posted by Sample HubSpot User on Oct 13, 2021 9:13:36 AM

Collin is engaged in all aspects of PCE’s investment banking practice ranging from buy-side and sell-side engagements to recapitalizations, ESOPs, and general corporate advisory. Collin plays a key role in providing financial analysis, modeling transaction alternatives, and evaluating business ownership capital structures to further client goals.

Prior to joining PCE, Collin worked as a portfolio manager for a large national financial services company. Collin managed three corporate debt portfolios, monitored credit risk, provided day-to-day servicing of the portfolios, and gave guidance to analysts on the strengths and weaknesses of a credit. Prior to his role as a portfolio manager, Collin gained experience in financial statement analysis, financial modeling, industry analysis, and accounting by working as an underwriter and fund accountant.

Collin also served in the United States Marine Corps from 2006 to 2010 and deployed twice to Iraq. This role helped him develop a strong work ethic, taught him how to work as a team to accomplish goals and to not give up when a situation becomes difficult.

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Jim Fray

Posted by Sample HubSpot User on Mar 24, 2021 10:33:28 AM

Jim is engaged in all aspects of PCE’s investment banking practice. Jim’s areas of focus includes buy-side and sell-side engagements, recapitalizations, and general corporate advisory transactions. Through comprehensive industry research and financial analysis and modeling, Jim provides the data points necessary for insightful strategies and professional guidance for clients.

Before joining PCE, Jim interned with the Florida House of Representatives where he was responsible for researching topics used for the development of proposed legislation. Jim specialized in legislative research and due diligence for Florida Tax and Infrastructure Priorities. He also acted as a liaison for constituency outreach and communication.

Jim interned with PCE several times totaling more than ten months, giving him significant exposure to the investment banking process.

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Jonathan Mack

Posted by Sample HubSpot User on Oct 13, 2021 9:17:55 AM

Jonathan is involved in all facets of PCE’s investment banking practice, including buy-side and sell-side engagements, recapitalizations, employee stock ownership plans (ESOP), and general corporate advisory. Jonathan concentrates on PCE’s ESOP clients. He plays a crucial role in providing financial analysis, modeling transaction alternatives, and evaluating business ownership capital structures to help clients reach their goals.

Before joining PCE, Jonathan worked for two large national banks. Most recently, Jonathan was Assistant Vice President, where he was responsible for business development efforts and the management of a book of commercial-sized clients. In addition, Jonathan provided underwriting and transaction due diligence for the corporate and institutional banking team.

Past roles included portfolio management and underwriting responsibilities for commercial and institutional clients and not-for-profit higher education clients. His primary focus was to mitigate credit risk for clients through in-depth analysis and deal structuring.

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Mackenzie Moran

Posted by Sample HubSpot User on Apr 9, 2018 4:50:33 PM

Mackenzie supports PCE’s investment banking practice. Mackenzie’s areas of focus include buy-side and sell-side mergers and acquisitions, as well as recapitalizations and general corporate advisory transactions. Mackenzie performs in-depth market research, financial analysis and valuation modeling to deliver superior value for his clients.

Prior to joining PCE, Mackenzie worked for one of the “Big 4” professional service firms in their Banking & Capital Markets and Investment Management assurance divisions. There, he gained extensive exposure to auditing international transactions as well as investment portfolio valuation.  Mackenzie has experience in analyzing and valuing a broad range of investments types.

Mackenzie also worked as the Accounting Operations Manager of an industry-leading construction company, where he gained experience in designing and implementing accounting systems for newly formed subsidiaries and joint ventures.  Mackenzie has a strong understanding of U.S. General Accepted Accounting Principles (GAAP) and stays up-to-date with FASB Accounting Standards Updates.

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Paul Vogt, Shareholder

Posted by Sample HubSpot User on Aug 21, 2018 8:17:11 AM

Located in PCE’s Atlanta office, Paul leads the firm’s valuation practice.  Paul has more than 20 years of consulting and valuation experience, focusing on the valuation of public and privately held businesses, business interests, intangible assets, intellectual property, and related matters for purposes of financial statement reporting, corporate planning, tax planning, litigation support, and other purposes.

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Tags: Leaders, Team

Rachel Pearl

Posted by Sample HubSpot User on Aug 26, 2019 4:33:02 PM

Rachel Pearl is engaged in all aspects of PCE’s business valuation practice.  Rachel’s expertise spans valuation, forensic accounting, litigation support, and taxation projects. She has extensive valuation experience with both public and closely held businesses for transactional and litigation matters.

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Richard Winston

Posted by Sample HubSpot User on Aug 26, 2019 4:29:21 PM

Richard Winston plays a key role in PCE’s business valuation practice. He is responsible for performing valuations for public and privately held companies for diverse purposes such as mergers and acquisitions, financial reporting, tax compliance, gift and estate planning, fairness opinions, litigation support, and various other valuation-related assignments.

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Thomas Harrington

Posted by Sample HubSpot User on Mar 24, 2021 9:30:52 AM

Tom is a member of PCE’s investment banking team, where he leads buy-side and sell-side M&A transactions, recapitalizations, and general corporate advisory engagements. With extensive experience in business analysis and valuations, he knows how to help clients achieve their goals.

Prior to joining PCE, Tom was the Vice President of a mezzanine fund where he underwrote direct investments of debt and equity. Tom also has experience as an interim CFO with hands-on operating experience that gives him the ability to understand and address issues that business owners face.

Tom’s more than ten years of financial experience has provided him with a strategic perspective and a strong understanding of corporate operations and performance.

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Woody Whitcomb

Posted by Sample HubSpot User on Sep 25, 2018 9:43:19 AM

As a lead member of PCE’s investment banking team, Woody is responsible for helping business owners develop strategies to attain their growth and liquidity goals.  Woody’s background includes more than 30 years of corporate finance experience, highlighted by capital acquisitions and M&A transactions of more than $200 million.  

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