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Our Leadership Team

We’ve helped hundreds of family businesses and closely held companies transition ownership in the way that’s right for them.

  • Tom Zucker
    Tom Zucker
    President & Founder
  • John Herubin
    John Herubin
    Managing Director, Business Development
  • Kelly MacMillan
    Kelly MacMillan
    Chief Financial Officer
  • Matt Bodenstedt
    Matt Bodenstedt
    Managing Director, Healthcare
  • Matt Keefe
    Matt Keefe
    Managing Director, Industrials
  • Tom Stafford, Jr.
    Tom Stafford, Jr.
    Managing Director, Business Services
  • Steve Tardio
    Steve Tardio
    Managing Director, Consumer
  • Russ Warren
    Russ Warren
    Managing Director
  • Paul Chameli
    Paul Chameli
    Managing Director
  • Gary Dagres
    Gary Dagres
    Director
  • Chris Duncan
    Chris Duncan
    Director

Award Winning Culture

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