Our Team

David Jasmund is a founding partner of PCE, with more than 25 years of experience in mergers & acquisitions (M&A), ESOP transactions and corporate finance. He leads PCE’s Healthcare practice, but also has transactional and financial industry experience in Insurance, Business Services and Food & Agriculture.

David brings more than three decades of business experience to the table, along with a unique business perspective as a highly successful entrepreneur, business owner and advisor. Prior to his work at PCE, he grew a small insurance start-up of three people into a powerhouse that employed more than 1,200 people and generated annualized revenues of over $700 million. In addition, David has led other operations through start-ups, redefining business strategies, debt restructuring, de-franchising, mergers and equity capital placement in the Southeast.

Leading M&A transactions, including dual track engagements, and private equity placements; positioning several smaller companies for acquisition by a publicly traded company; and growing revenues in another series of strategic M&A transactions are among David’s accomplishments.

Certifications Affiliations

• FINRA Series 7, 24 and 79 Securities Licenses
• General Property & Casualty and Life & Health Insurance Licenses – Florida

Service

• Board of Directors of National Chiropractic Mutual Insurance Company
• Board of Directors of Builders Insurance Group, Atlanta
• Member of Association for Corporate Growth, Atlanta
• Member of National Center for Employee Ownership (NCEO)
• Past Board of Directors of UF Health Shands Hospital
• Past Chair of the Coalition for the Homeless of Central FL
• Past Chair of the Board of Governors for MD Anderson Cancer Center Orlando
• Past Finance Committee of the Catholic Diocese of Central Florida
• Past Executive Committee and Board member of the Florida Blood Centers

Education

• University of Florida, Bachelor of Science

Fueled by an internal drive for success, Michael Poole has been at the helm of PCE for nearly two decades. His dedication has built a middle-market investment banking, valuation and advisory firm that is without peer.

During this time, Michael has been instrumental in cultivating PCE’s philosophy of teamwork, industry leadership, and client focus. He finds his greatest satisfaction in helping business owners identify unique and imaginative strategies to meet their goals. Michael understands the importance of putting his clients’ needs first, always recommending ideas and tactics that he himself would pursue.

Michael has nearly 30 years of M&A and corporate finance experience within the public and private sector, with an emphasis on the Building Products, Construction & Engineering, and Finance industries. Over the course of his career, he has personally handled more than $1 billion in transactions in North America, Europe, Asia and Australia.

Certifications Affiliations

• FINRA Series 7, 24, 28 and 79 Securities Licenses
• Member of Association for Corporate Growth, Orlando

Service

• Federal Reserve Bank of Atlanta, Jacksonville Branch as a board member for two terms
• Gubernatorial appointment as the founding chairman of WAGES, the state of Florida’s welfare reform effort, which he served four terms
• Former Chairman & President of the Central Florida Coalition for the Homeless
• Former Chairman of Winter Park Health Foundation
• Actively engaged with Winter Park Health Foundation to create successful economic solutions to the growing problem of America’s uninsured
• Board of Advisors for the Crummer School of Business, Rollins College
• Advisor at the Center for Entrepreneurship and Innovation, University of Florida
• Board member of the University of Florida Foundation
• Leadership Florida, Class XII
• Named one of the “Most Influential Floridians” by Florida Trend

Education

• University of Florida, Bachelor of Science
• Rollins College, Crummer Graduate School of Business, MBA

Michael Rosendahl leads PCE’s investment banking practice. He has more than two decades of investment banking and corporate development experience, with an impressive track record of guiding high-profile clients on the optimal timing for their transactions. Mike combines critical analysis with a creative approach to ensure that deals are made with his clients’ best interests in mind. He has been published in various industry journals and has gained widespread respect, often presenting at conferences.

Mike has developed considerable industry knowledge in various sectors, with a particular focus on industrial manufacturing, distribution and services, power, and heavy transportation.

Prior to joining PCE, Mike worked with a middle-market boutique outside New York City, where he managed the sale of multiple companies. He also has held director-level positions at an electronic brokerage firm, where he led investments and acquisitions for the fintech, financial services, and exchange sectors.

Certifications Affiliations

• Chartered Financial Analyst (CFA) Charter Holder
• FINRA Series 7, 24 and 79 Securities Licenses

Service

• Member – Specialized Carriers & Rigging Association (SC&RA)
• Member – Association for Corporate Growth, New Jersey Chapter
• Member - Tulane Fund Advisory Board
• Member – CFA Institute
• Member – New York Society of Security Analysts
• Former Committee Chair – Allied Industries Committee
• Former member – CFA Society of Orlando (board member, 2008–2011)

Education

• BA, Economics, Tulane University, New Orleans, LA
• MBA, The Marshall School of Business, University of Southern California, Los Angeles, CA

A PCE partner and the head of the firm’s Employee Stock Ownership Plan (ESOP) practice, Will Stewart is considered an expert in the ESOP community. Since joining PCE in 2004, he has closed more than $3 billion in ESOP transactions and is a frequent speaker, panelist and presenter at both regional and national ESOP-focused conferences and events.

Having a deep understanding of the benefits business owners and employees can realize through an ESOP, Will welcomes the opportunity to advise owners on all of their transaction options. He offers his clients a personalized approach in identifying, implementing and executing an ESOP suitably structured for the future well-being and sustainability of their business.

Will was formerly a vice president with a major bank holding company in their private wealth management practice, with personal responsibility for more than $300 million of assets. Prior to that role, he served as a credit officer underwriting commercial and corporate loan packages with transactions ranging from $5 million to more than $100 million in value.

Certifications Affiliations

• Chartered Financial Analyst (CFA) Charter Holder
• FINRA Series 7, 24 and 79 Securities Licenses

Service

• Board Member of the Florida Center of Employee Ownership
• Member of ESOP Association
• Member of the ESOP Association Finance Committee
• Vice President, New South Chapter, ESOP Association
• Member of National Center for Employee Ownership, (NCEO)
• Member of Association for Corporate Growth (ACG)
• Board Member of ACG Orlando
• Member of the Employee Owned S Corporations of America (ESCA)
• Member of CFA Institute
• Member of CFA Society of Orlando
• Former Board Member – CFA Society of Orlando 2008-2011
• Former Membership Chair, CFA Society of Orlando 2010
• Former Public Relations Chair, CFA Society of Orlando 2009
• Member of Florida Citrus Sports
• Selection Committee (2009-2011)
• Rookie of the Year 2009

Education

• Denison University, Bachelor of the Arts, Economics

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.

Paul has been primarily focused on providing intangible asset purchase price allocation, goodwill and long-lived asset impairment testing analyses for financial statement reporting purposes pursuant to FASB ASC 805, 350, and 360, and valuing equity securities issued as compensation pursuant to FASB ASC 718 / IRC 409A. In addition, Paul has extensive experience in the valuation of privately held equity securities in complex financial structures, convertible debt, performance and market-based equity awards, warrants with price protection features, embedded derivatives, and contingent consideration for financial statement reporting and other purposes.

With his broad experience, Paul has advised public and private companies, private equity firms and their investors, nonprofits, attorneys, and government agencies in valuation, investment, and other financial consulting matters across multiple industries including technology companies focused in information services, ecommerce, social media, and cloud/SaaS, healthcare companies consisting of hospitals, physician practices, and medical clinics, manufacturing, consumer product retailers, and automotive retailers just to name a few. Paul also has prior experience in litigation support in shareholder disputes, marital dissolution and civil and criminal investigations.

Certifications & Affiliations

• FINRA Series 63 and 79 Securities Licenses
• American Society of Appraisers, Candidate Member for the Accredited Senior Appraiser (ASA)

Education

• BBA, Finance, Kennesaw State University, Atlanta, GA

Located in PCE’s Chicago area office, Eric Zaleski is a part of PCE’s ESOP Advisory Group. With over 20 years of experience advising middle market clients with liquidity and growth financing initiatives, often involving ESOPs, Eric understands the challenges that business owners face in growing and funding their companies.

With tremendous insight into the benefits associated with ESOPs, Eric has the analytical and organizational skills to guide business owners through the most complex ESOP structures. Over the years, Eric has established a proven track record of providing business owners with strategic advice for the implementation and financing of ESOPs to meet their objectives.

Prior to joining PCE, Eric served as Senior Vice President – ESOP Division Manager of a Chicago based bank. Throughout his career, Eric has managed nearly half a billion in commitments on middle market senior loans. Additionally, over the past 15+ years, Eric was responsible for sourcing more than $1 billion in ESOP and leveraged financed opportunities.

Certifications Affiliations

• Member – National Center for Employee Ownership (NCEO)
• Member – The ESOP Association
• Member – The Ohio Employee Ownership Center
• FINRA Series 24 & 79 Securities Licenses

Service

• Executive Committee Member – Small Business Growth Corporations
• Former Board Member – Bear Necessities Pediatric Cancer Foundation (2006 – 2009)

Education

• BA, Criminal Justice/Psychology, Aurora University, Chicago, IL

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.

Certifications & Affiliations

• FINRA Series 24 and 79 Securities License
• Member - Association for Corporate Growth, South Florida Chapter

Education

• Emory University, BBA with Concentrations in Finance & Information Technology
• Columbia University, MBA with Concentration in Finance

As a Director of PCE’s business valuation practice, Daniel advises public and private companies across multiple industries on valuation matters.
Daniel focuses on valuation issues related to Employee Stock Ownership Plans (ESOPs), working on transactions ranging from $1 million to $200 million in enterprise value. Daniel is a frequent speaker at ESOP events and co-authored the NCEO’s Guide to DOL ESOP Investigations (2019).

Daniel’s experience also includes valuing operating companies for estate tax purposes. Working with trust and estate attorneys, he helps high-net-worth individuals transfer wealth efficiently. He has valued holding companies for gift tax reporting purposes and has successfully defended valuation discounts during IRS audits.

Daniel has completed purchase price allocations (pursuant to ASC 805) for companies of various sizes across the manufacturing, service, and technology sectors. Other financial reporting areas of expertise include impairment tests (ASC 350) and valuations related to stock-based compensation (ASC 718).

Certifications & Affiliations

• Chartered Financial Analyst (CFA), Charterholder
• Member, The ESOP Association
• Member, NCEO

Education

• University of Oxford, Bachelor of Arts in Politics, Philosophy, and Economics (Major in Economics)

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.

Certifications & Affiliations

• FINRA Series 99 Operations Professional
• Inbound Certified – HubSpot Academy
• Email Marketing Certified – HubSpot Academy
• Content Marketing Certified – HubSpot Academy
• Salesforce Administrator & App Builder (Developer)
• American Institute of Professional Bookkeepers

Education

• University of Central Florida, Bachelor’s Degree

Deborah Domroski focuses on advancing PCE’s mission to serve middle-market companies with insightful strategies and creative financial solutions. With over a decade of experience in the financial services industry, Deborah skillfully supports PCE’s strategic marketing and business development efforts. Specifically, Deborah oversees PCE’s brand management, website development, media relations, content marketing and social media.

Certifications & Affiliations

• American Marketing Association, Central Florida Chapter
• FINRA Series 99 Operations Professional

Education

• University of Central Florida

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.

Certifications & Affiliations

• FINRA Series 79 Securities License

Education

• Florida State University, Bachelor of Business, Finance BS

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

Before joining PCE, Shayne worked for a search fund company helping them acquire companies. In this position, he gained extensive experience with financial modeling, competitive analysis, and market research across various industries, including software, manufacturing, medical, financial, and education.

Shayne also served in the United States Marine Corps, developing exceptional organizational and leadership skills. As a Marine, Shayne successfully managed logistical convoys, mentored and led a squad of junior Marines, and delivered informative classes on various topics. Shayne is dedicated to mission success, effective communication, and attention to detail.

Education

• BS in Finance, BS in Accounting, University of Tampa, Tampa, FL

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.

Most recently, Adam was an assistant vice president of business development at a U.K. financial services firm, where he was responsible for boosting the company’s U.S. presence.

Adam gained extensive experience assisting corporate and private equity clients on M&A, LBO, refinancing, and dividend recapitalization transactions at both a U.S. bulge bracket investment bank and a Japanese multinational investment bank in the firm’s leveraged capital markets groups.

Certifications & Affiliations

• FINRA Series 79 Securities License
• Member of National Center for Employee Ownership (NCEO)
• Member of ESOP Association

Education

• Indiana University - Kelley School of Business, Bachelor of Science in Business Administration, Finance
  

Jon Gogolak is a Director in PCE's ESOP Advisory Group. As a dedicated finance professional with extensive experience in capital markets, investment banking, and treasury operations, Jon skillfully offers financial guidance to shareholders and fiduciaries, assisting them in structuring transactions that align with the client's desired goals and objectives.

Before joining PCE, Jon was responsible for the build-out and expansion of the capital markets function at one of the largest non-bank agricultural lenders in the U.S. As the Director of Capital Markets, Jon led the treasury strategy, focusing on cash management, collateral optimization, and loan funding.

With his strong analytical skills, collaborative approach, and deep understanding of the capital markets and ESOP landscape, Jon is committed to providing middle-market business owners exceptional ESOP services. He strives to deliver strategic solutions that optimize value and drive success for his clients in a dynamic and competitive business environment.

Certifications & Affiliations

• Member of National Center for Employee Ownership (NCEO)
• Member of ESOP Association
• FINRA Series 79 Securities License

Education

• DePaul University, Bachelor of Arts in Economics, Minor in Community Services Studies
• DePaul University, Master of Science in Economics: Economic Policy Analysis

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.

Prior to joining PCE, Melissa was responsible for overseeing all aspects of performance and client services for an investment advisory firm and managing administration and compliance activities for a large financial corporation.

Certifications & Affiliations

• FINRA Series 99 Operations Professional
• PAI and PAII (Retirement Plan Administration)

Education

• Valencia College

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.

Before joining PCE, Bryan managed numerous marketing initiatives for various clients as the senior marketing coordinator for a marketing agency. His previous success in sales unifies the efforts of our sales and marketing teams.

Certifications Affiliations

• HubSpot Inbound
• CRLA Master Tutor

Education

• Florida Atlantic University, Bachelor of Arts in English, French Minor

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.

With nearly 20 years of experience, Nicole has participated in more than 100 M&A and financing transactions totaling more than $1 billion in transaction value across various sectors, with an emphasis on facility services. She has extensive experience in the residential and commercial HVAC, waste and sustainability, medical waste, patient communications, software, clean room, and secure document destruction industries.

Before joining PCE, Nicole worked at a boutique investment bank where she led the sale of multiple facility service companies. Previously she gained extensive buy-side M&A experience during her tenures at Reedy Industries, LLC and Stericycle, Inc.

Certifications & Affiliations

• FINRA Series 79 Securities License
  
• CPA Candidate

Education

• Northern Illinois University, Bachelor of Science in Accountancy

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

Most recently, Ari served as Manager of Global Financial Planning and Analysis at a leading publicly traded fintech company, where he was responsible for annual budgeting, quarterly forecasting, and ad hoc projects covering 30+ lines of businesses totaling $3Bn in annual revenues for the consolidated group.

Ari started his career at Deloitte, specializing in international taxation issues for private equity & real estate fund clients. His achievements include improving engagement efficiencies, reducing client costs, and helping implement innovative tax consulting strategies for clients.

Certifications & Affiliations

• Certified Public Accountant (CPA), State of Georgia

Education

• BBA with Concentrations in Accounting, Georgia State University, Robinson College of Business
• MBA with Concentrations in Finance, Emory University, Goizueta Business School
• Master of Taxation, Georgia State University, Robinson College of Business

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.

Jacob worked for an Orlando distribution company before joining PCE, where he gained valuable experience in business operations.

Certifications & Affiliations

• FINRA Series 79 Securities License

Education

• MBA, Finance Concentration, Crummer Graduate School of Business, Rollins College
• BA, Economics, Rollins College

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.

Before joining PCE in 2019, Rachel gained substantial valuation experience as a senior consultant for a leading advisory, tax, and assurance firm where her work involved valuations across multiple industries including construction, healthcare, manufacturing, real estate, food and beverage, and agriculture.

Throughout her career, Rachel has provided sound solutions and strategies to business professionals, attorneys, adjustors, and government agencies.

Certifications and Affiliations

• Certified Fraud Examiner
• Member - National Center for Employee Ownership (NCEO)
• Candidate Member - American Institute of Certified Public Accountant (AICPA)
• Candidate Member - American Society of Appraisers (ASA)

Education

• University of Central Florida, Bachelor of Science in Business Administration/Accounting
• Florida Atlantic University, Master of Accounting, concentration in Forensic Accounting and Business Valuation

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.

Certifications Affiliations

• Certified Public Accountant (CPA), State of New York
• FINRA Series 79 Securities License

Education

• University of Central Florida, Master of Science in Accounting
• University of Central Florida, Bachelor of Science in Business Administration

Ken is a Managing Director in PCE’s ESOP Advisory Group. He is a seasoned financial executive based in Denver, Colorado, with over 27 years of experience in finance, operations management, and accounting. As a Certified Public Accountant (CPA), he has demonstrated his ability to lead organizations and teams through ownership transitions.

As the Chief Financial Officer for an established manufacturing and distribution company, he was instrumental in driving the company's growth and financial success. Ken solved a company succession issue by installing an ESOP in 2010 and then managed the day-to-day decision-making for the ESOP until negotiating the sale of the ESOP to a private equity firm in 2021.

Ken has successfully implemented strategies to increase productivity, efficiency, and profitability across multiple industries. He combines hands-on experience and analytical skills to develop innovative solutions that yield bottom-line results.

Ken's previous experience at PricewaterhouseCoopers LLP provided a strong foundation in audit and business advisory services. He worked with emerging and established companies, gaining valuable insights into inventory processes, revenue recognition, and accounting practices across different industries.

Certifications & Affiliations

• FINRA Series 79 Securities License
• Certified Public Accountant
• Member of National Center for Employee Ownership (NCEO)
• Member of ESOP Association

Education

• BS, Business Administration, Accounting, University of California, Berkley, CA

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.  

Prior to joining PCE, Woody served as the co-founder and CFO of FFI Holdings, Inc., where he transformed FFI’s rapid growth from start-up to industry leader with capital acquisitions totaling $40 million of both equity and debt capital. Woody also served as CFO of Value Financial Services, Inc. where he helped engineer a sale of VFS to a competitor in excess of $100 million.  Woody began his career in corporate finance with Pepsi-Cola, followed by financial management roles at Coca-Cola Enterprises and Marriott International.

With more than a decade experience assisting businesses, Woody offers substantive experience with buy-side and sell-side mergers and acquisitions, along with expertise in recapitalizations, ESOPs and general corporate advisory services.

Certifications & Affiliations

• FINRA Series 79 Securities License

Service

• Board of Directors Member for Association for Corporate Growth (ACG)
• Board Member of Florida Citrus Sports
• Named CFO of the Year by the Orlando Business Journal, 2011

Education

• Northeastern University, Bachelor of Science
• Boston College, Master of Business Administration

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.

Before joining PCE, Richard established and ran a valuation practice, providing clients financial and consulting services including the valuation of business enterprises, business interests, and various intangible assets (e.g., software, patents, technologies, contracts, trademarks, covenants not-to-compete, customer relationships, and other related assets).

Richard also worked for a “Big 4” accounting firm where he gained substantial valuation experience. Throughout his 30+ year career, Richard has provided business executives in various industries with thoughtful and insightful valuations.

Certifications and Affiliations

• Chartered Financial Analyst (CFA), 1992 to Present

Education

• Georgia Institute of Technology, Master of Science in Management, concentration in Finance
• University of Florida, Bachelor of Science in Business Administration, concentration in Management

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.

Kyle’s past work experience includes providing valuation and financial advisory services for a national valuation firm, where he served as the firm’s ESOP practice leader. In addition to Kyle’s ESOP specialization, he prepared valuations for tax planning and compliance, forensic analysis and dispute resolution, strategic information and corporate planning, and financial reporting purposes.

Kyle has a diversified background, working with public and private companies in various industries.

Certifications and Affiliations

• Accredited Senior Appraiser from the American Society of Appraisers
• Chartered Financial Analyst charterholder and member of the Atlanta CFA Society
• FINRA Series 24 and 79 Securities License
• Member of the ESOP Association
• Member of the National Center for Employee Ownership

Education

• Middle Tennessee State University, Bachelor of Business Administration in Corporate Finance