About Us

EXPLORE

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Capital Markets Outlook 2025

Investing in a Chutes & Ladders Economy: Gaming Out Investment Portfolios for 2025

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Institutional Client Services

WHAT WE DO

SIGNATURE CONTENT

Loan Market Insights eBook

The 2020s: A Decade in Transition

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Wealth Management

WHAT WE DO

SIGNATURE CONTENT

Policy and Your Wealth

New policies are reshaping the financial landscape. Stay informed with insights that can help you adapt your wealth and investment strategies.

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Insights

POPULAR CATEGORIES

SIGNATURE CONTENT

Policy and Your Wealth

New policies are reshaping the financial landscape. Stay informed with insights that can help you adapt your wealth and investment strategies.

Read More

Meet the M&A Team

MERGERS & ACQUISITIONS

Connect With Us

Client Development Officers

CONTACT OUR TEAM

Nick Adams headshot

Nick Adams

Regional Focus: Mid-Atlantic and Eastern US

Click to email Nick Click to call Nick
Mary Alice Avery Headshot

Mary Alice Avery

Regional Focus: Northeast and Eastern US

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Fredrik Berg Headshot

Fredrik Berg

Regional Focus: Europe, the Middle East and Africa

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John Deleray Headshot

John Deleray

Regional Focus: Western US

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Ali Naqvi headshot

Ali Naqvi

Regional Focus: Western and Midwest US

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Evan Pizzuto Headshot

Evan Pizzuto

Regional Focus: New England

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Rob Weiss Headshot

Rob Weiss

Regional Focus: Eastern, Mid-Atlantic and Southwest US

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Deal Team

CONTACT OUR TEAM

Daniel Benavides headshot

Daniel Benavides

M&A Unit Manager

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Fiona Boger Headshot

Fiona Boger

Managing Director

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Trent Carlson

Team Relationship Manager

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Marcus Farmer Headshot

Marcus Farmer

Senior Relationship Manager

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Morgan Garthe headshot

Morgan Garthe

Associate Director

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Carlin Gordon Headshot

Carlin Gordon

Operations and Client Administration Manager

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David McGuire Headshot

David McGuire

Senior Relationship Manager

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Adam Meyers Headshot

Adam Meyers

Relationship Manager

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Talha Muzaffar

Team Relationship Manager

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Jared Nygaard Headshot

Jared Nygaard

Team Relationship Manager

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Jared O'Brien

Team Relationship Manager

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Amy Perkins Headshot

Amy Perkins

Senior Relationship Manager

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David Sabbann Headshot

David Sabbann

Senior Relationship Manager

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Lance Schonert Headshot

Lance Schonert

Relationship Manager

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Adam Schreifels Headshot

Adam Schreifels

Relationship Manager

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Jane Snyder Headshot

Jane Snyder

Senior Relationship Manager

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Doris Yang Headshot

Doris Yang

Senior Relationship Manager

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