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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Jennifer Dodich

Posted by Sample HubSpot User on Dec 15, 2017 12:00:00 AM

Jennifer furthers PCE’s mission to serve middle-market companies through creative design and branding.

Her specific areas of expertise include in-house graphic design projects, email design, and video editing. Jennifer also heads PCE’s CRM and website maintenance in addition to assisting with other content marketing efforts that keep our clients educated and informed.

Prior to joining PCE, Jennifer managed marketing communications and event planning for a private medical practice.

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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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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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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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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 including fairness opinions for ESOPs. With over nine years of experience, she has extensive valuation experience providing financial advisory and consulting services to both public and closely held businesses for transactions, gifting and estate planning, forensic accounting and litigation support, and financial reporting purposes.

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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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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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