Our Team

We have advised middle market companies worldwide, completing hundreds of transactions involving strategic and financial clients and counterparties.
Steve-Beck

Steve Beck

Managing Director
612.845.1577
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  • 25+ years of investment banking

Areas of Focus

  • Industrial products
  • Industrial services
  • Building products
  • Engineered products
  • Healthcare

Previous Experience

  • Craig-Hallum Capital Group – Co-head of M&A
  • Lazard Middle Market – Managing Director, co-head of industrials practice
  • Goldsmith, Agio, Helms – Managing Director, co-head of industrials practice
  • Belmont Associates, Inc. – Partner

Education

  • Harvard University – BA, Economics

Mia Bhushan

Analyst
612.604.2079
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Education

  • University of Wisconsin – BS, Economics and Mathematics

Jack Cahill

Analyst
612.604.2069
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Previous Experience

  • Five Elms Capital
  • Public Financial Management

Education

  • Iowa State University – BS, Finance

Marcus Chorney

Analyst
612.259.4997‬
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Previous Experience

  • Arcturus NX
  • Mirador, LLC

Education

  • Quinnipiac University – MBA
  • Quinnipiac University – BS, Finance
  • Member of the Men’s Ice Hockey Team
Jim-Clancy

Jim Clancy

Managing Director
612.709.1900
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  • 25+ years of investment banking and corporate development

Areas of Focus

  • Software/SaaS
  • Technology-enabled services
  • e-Commerce & direct marketing
  • Digital media / marketing
  • IT products and services

Previous Experience

  • Quetico Partners – Partner
  • Lazard Middle Market – Managing Director, head of technology and software practice
  • Goldsmith, Agio, Helms – Managing Director, head of technology and software practice
  • WAM!NET – SVP Corporate Development
  • Ceridian Corporation – Director Strategy and Marketing
  • General Mills, Inc.

Education

  • Wharton School at the University of Pennsylvania – MBA
  • Moorhead State University – BS, Economics

George Daniel

Associate
612.259.4996
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Previous Experience

  • APPLIED Adhesives

Education

  • University of Minnesota – MS, Medical Device Innovation
  • University of Iowa – BSE, Biomedical Engineering

Josh Dorle

Associate
612.604.2076‬
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Previous Experience

  • Bridgepoint Investment Banking

Education

  • Iowa State University – BS, Finance
Matthew-Fitzmaurice

Matthew Fitzmaurice

Managing Director
612.386.3812
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  • 25+ years of investment banking, capital formation and institutional investment management

Areas of Focus

  • Agriculture / Agtech
  • Food / FoodTech
  • Water
  • Industrial products
  • Industrial services

Previous Experience

  • Craig-Hallum Capital Group – Managing Director
  • EcoAlpha Asset Management – CEO
  • AWJ Capital Partners – Co-founder and Managing Member
  • Talaria Partners, LLC – Portfolio Manager
  • Wessels, Arnold & Henderson – Partner
  • Amerindo Investment Advisors

Education

  • Georgetown University – JD
  • Georgetown University – BS, Political Science

Teo Flesher

Analyst
612.604.2074
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Education

  • Middlebury College – BA, Economics

Jamie Frommelt

Managing Director
612.604.2065
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  • 25+ years of investment banking

Areas of Focus

  • Consumer products and services
  • Industrial products
  • Industrial services
  • Business services
  • Healthcare

Previous Experience

  • Craig-Hallum Capital Group – Co-head of M&A
  • Lazard Middle Market – Managing Director, head of consumer practice
  • Goldsmith, Agio, Helms – Managing Director
  • Dorsey & Whitney LLP – Attorney
  • Reinhart Boerner Van Deuren s.c. – Attorney

Education

  • University of Iowa College of Law - JD
  • Marquette University – BA, English

Chris Geyer

Managing Director
612.232.4524
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  • 15+ years of investment banking

Areas of Focus

  • Specialty chemicals
  • Specialty materials
  • Packaging
  • Plastic manufacturing

Previous Experience

  • Piper Sandler – Director
  • Lazard Middle Market
  • Entegris
  • Piper Jaffray

Education

  • University of Minnesota – MBA
  • University of Colorado Boulder – BS, Finance
Kevin-Janicki

Kevin Janicki

Managing Director
612.604.2070
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  • 20+ years of investment banking

Areas of Focus

  • Consumer products and services
  • Business services
  • Industrial services
  • Industrial products

Previous Experience

  • Craig-Hallum Capital Group – Director
  • Lazard Middle Market – Director
  • Goldsmith, Agio, Helms
  • Evensen Dodge, Inc.

Education

  • Harvard University – MPP
  • University of Notre Dame – BS, Economics and Government

Andy Jordahl

Associate
612.604.2080
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Previous Experience

  • Lazard Middle Market
  • U.S. Bank

Education

  • University of Minnesota – MBA
  • St. Olaf College – BA, Economics & Finance
RB-Kiernat

R.B. Kiernat

Managing Director
612.604.2062
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  • 25+ years of M&A and private placement experience

Areas of Focus

  • Industrial products
  • Industrial services
  • Business services

Previous Experience

  • Quetico Partners – Managing Director
  • Lazard Middle Market – Managing Director
  • Goldsmith, Agio, Helms – Managing Director
  • Piper Jaffray, Inc
  • E.W. Blanch Holdings

Education

  • University of Minnesota – MBA
  • Colby College – BS, Economics and Spanish

Grace Kirkpatrick

Analyst
612.259.4995
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Previous Experience

  • Piper Sandler

Education

  • Middlebury College – BA, Neuroscience and Economics
  • Member of the Women’s Cross Country and Track and Field Teams

Anna Kruesel

Analyst
612.259.4993‬
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Previous Experience

  • Federal Reserve Bank of Minneapolis

Education

  • Amherst College – BA, Economics and Psychology
  • Member of the Women’s Ice Hockey Team

Sydney Loeckle

Analyst
612.259.4994‬
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Previous Experience

  • GreatAmerica Financial Services

Education

  • Iowa State University – BS, Finance and Statistics

Logan Maccani

Associate
612.604.2075‬
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Previous Experience

  • Eide Bailly LLP
  • Proprietors Capital Holdings

Education

  • Ohio State University – BSBA, Accounting
  • Captain of the Men’s Lacrosse Team
gary-o'brien

Gary T. O'Brien

Managing Director
612.604.2061
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  • 25+ years of investment banking

Areas of Focus

  • Manufacturing
  • Distribution
  • Business Services

Previous Experience

  • Quetico Partners – Managing Director
  • Lazard Middle Market – Managing Director
  • Benakis & Company – Managing Director
  • Trammell Crow Company – Partner
  • CBRE

Education

  • Iowa State University – BS, Industrial Engineering

Anders Olson

Director
952.836.6831
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  • 10+ years of investment banking

Areas of Focus

  • Software/SaaS
  • Legal Tech
  • HR Tech/HCM
  • Compliance and eLearning/Training
  • FamTech
  • InsureTech
  • GovTech/Public safety
  • Vertical application software
  • e-commerce
  • Payments
  • Technology-enabled services

Previous Experience

  • Cascadia Capital
  • Xcel Energy
  • JPMorgan Chase & Co

Education

  • Bentley University – MBA
  • Bentley University – BS, Corporate Finance & Accounting

Jeff Peterka

Director
612.604.2082
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  • 10+ years of investment banking

Areas of Focus

  • Agriculture/AgTech
  • Building products
  • Business services
  • Consumer products and services
  • Distribution
  • Engineered products
  • Healthcare
  • Retail

Previous Experience

  • Craig-Hallum Capital Group
  • Imperial Capital
  • Deloitte

Education

  • Ohio University – BA, Accounting

Jared Rance

Managing Director
612.481.4114
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  • 15+ years of investment banking

Areas of Focus

  • Industrial products
  • Engineered products
  • Distribution
  • Industrial services
  • Building products
  • Business services

Previous Experience

  • Craig-Hallum Capital Group – Director
  • Lazard Middle Market
  • Ford Motor Company

Education

  • University of Michigan – MBA
  • Coe College – BA, Economics

Megan Reed

Analyst
612.604.2077
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Education

  • Georgetown University – BS, Finance

Isaac Simons

Analyst
612-604-2095
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Education

  • Carleton College – BA, Economics
  • Captain of the Varsity Football Team

Melissa Sjolander

Office Manager
‭612.604.2098‬
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Previous Experience

  • Immanuel Lutheran Church – Administrative and Facilities Manager
  • Colle + McVoy – Office Coordinator and Administrative Manager
  • RSM McGladrey – Administrative Specialist
  • Newmont Mining – Technical Administrative Associate
  • Wiss Janney Elstner – Senior Administrative Assistant
  • Enviroquip – Field Services Coordinator

Education

  • Arizona State University – MS, Human Resource and Employment Law
  • University of Phoenix – BS, Business Administration

Ryan Tuohy

Associate
651.236.7417‬
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Previous Experience

  • FocalPoint Partners
  • BMO Capital Markets

Education

  • University of Minnesota – BS, Finance

Paul Vander Vort

Managing Director
612.604.2088
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  • 25+ years of investment banking

Areas of Focus

  • Software/SaaS
  • Legal Tech
  • HR Tech/HCM
  • Compliance and eLearning/Training
  • FamTech
  • InsurTech
  • GovTech/Public safety
  • Vertical application software
  • B2B/Enterprise software
  • e-Commerce

Previous Experience

  • Cascadia Capital – Managing Director
  • Marks Baughan – Managing Director
  • Thomson Reuters – Vice President, Strategy & Corporate Development
  • Pemstar – Director, Corporate Development
  • RBC Capital Markets – Director
  • Freshfields – Attorney
  • Stinson Leonard – Attorney

Education

  • University of Virginia School of Law, JD
  • Amherst College – BA, Political Science
Neil-Weinstein

Neil Weinstein

Managing Director
612.636.8976
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  • 20+ years of investment banking

Areas of Focus

  • Industrial services
  • Engineered products
  • Business services
  • Building products
  • Infrastructure
  • Distribution

Previous Experience

  • Craig Hallum – Managing Director
  • Lazard Middle Market – Director
  • Piper Jaffray
  • Northwest Airlines

Education

  • University of Minnesota – MBA
  • University of Pennsylvania – BA, European History

Nicholas Wiesbrock

Associate
‭510.504.9301‬
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Previous Experience

  • Paine Schwartz Partners
  • PepsiCo

Education

  • University of Illinois – BS, Industrial Engineering
Hennepin Partners LLC