Adam Geller

Posted by Sample HubSpot User on Sep 2, 2022 11:49:44 AM

As a member of PCE’s ESOP practice, Adam is involved with sell-side and buy-side engagements, recapitalizations, and general corporate advisory. With a background in leveraged finance, he plays an important role in providing financial analysis, modeling transaction alternatives, and optimizing companies’ capital structures to help clients reach their goals.

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Bryan Karen

Posted by Sample HubSpot User on Jun 14, 2022 9:03:15 AM

Bryan contributes to PCE’s mission to serve middle-market companies through imaginative marketing campaigns and insightful data analytics. His expertise includes lead generation through sales campaigns, SEO management, and content development.

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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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Christoffer Bogstad

Posted by Sample HubSpot User on Jun 14, 2022 9:03:03 AM

Christoffer provides quantitative and analytical support related to buy-side and sell-side M&A, ESOP, and corporate advisory transactions. In this role, he provides clients with financial analyses, modeling, and market research.

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Jacob Pacansky

Posted by Sample HubSpot User on Aug 10, 2022 1:55:55 PM

Jacob contributes to PCE's investment banking practice by providing analytical and quantitative insights to help clients achieve their objectives. In this capacity, he is involved in buy-side and sell-side mergers and acquisitions, recapitalizations, and corporate advisory transactions.

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Joe Anto

Posted by Sample HubSpot User on May 13, 2022 10:38:57 AM

Joe Anto is a Managing Director in PCE’s investment banking group. With more than 20 years of finance, M&A, and C-level experience in various industries, he is well-equipped to advise middle market clients on potential M&A and financing opportunities.

Throughout his career, Joe has executed more than $3.5 billion in M&A and financing transactions across a variety of sectors. As a former business owner and C-suite executive, Joe understands the challenges clients face when evaluating strategic transactions.

Prior to joining PCE, Joe was CEO and CFO for a publicly-traded retail and pharmacy chain with 550+ stores and $2 billion+ in revenue. Joe also served as SVP of M&A and Investments for one of the largest newspaper holding companies in the U.S. Earlier in his career, Joe served as Director of Investments for a distressed and special situations hedge fund and also worked in venture capital and investment banking.

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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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Kyle Wishing

Posted by Sample HubSpot User on Aug 16, 2022 4:37:06 PM

Kyle Wishing is a Director in PCE's ESOP Advisory Group and is located in our Atlanta area office. In this role, Kyle provides financial advice to shareholders and fiduciaries to structure transactions that meet the client’s stated goals and objectives. With more than a decade of consulting and valuation expertise advising middle market clients on ESOP transactions and financing activities, Kyle understands the obstacles business owners encounter when attempting to grow and fund closely held enterprises.

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Melissa Holdcraft

Posted by Sample HubSpot User on Jun 14, 2022 9:03:24 AM

Melissa’s efforts center on supporting PCE team members and furthering PCE’s mission to serve middle-market companies. Having worked in the banking industry for more than 20 years, Melissa skillfully ensures the administrative activities are handled with exceptional efficiency and thoroughness. Melissa’s specific areas of expertise include accounting, compliance, and facilities management.

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Nicole Kiriakopoulos

Posted by Sample HubSpot User on Nov 15, 2022 3:49:20 PM

As Director of PCE’s investment banking group, Nicole Kiriakopoulos leverages her strong business and technical background to effectively support middle-market clients through buy-side and sell-side engagements.

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