Dave is a founding director of BCMS, an expert in the company sale process, and an acknowledged thought leader within the M&A industry. Dave is the primary presenter at BCMS seminars worldwide.Read more
A serial entrepreneur and business owner, Brian founded BCMS after undergoing a company sale of his own. His drive, commitment and experience have been instrumental in growing the business.
Steve developed and refined the BCMS approach to company sales. He understands first-hand the hard work and determination required to build and run a successful enterprise.
President & CEOBob Goldsmith led BCMS’s formal entry into the North American market in 2006. He has advised many dozens of companies on issues relating to their sale, corporate growth, and international expansion.
Transaction Advisory Leadership
A highly experienced deal-maker, and former M&A director at Ernst & Young, Jonathan Dunn leads the BCMS UK Major Transactions Team.Read more
Jon Byun is a senior deal leader at BCMS and has over 15 years of experience in the investment banking industry across several significant M&A platforms.Read more
Alexander “Lex” Colley is an experienced deal leader having executed more than 100 M&A and financing assignments to date, with an aggregate transaction value in excess of $4.0 billion.Read more
Jason is a deal leader based in the Fort Worth office. Since joining BCMS in 2013, he has been involved in all aspects of transaction execution and has worked across a broad range of industries.Read more
Brett Dvorak is an accomplished corporate finance and mergers & acquisitions professional experienced in financial advisory, principal investing, capital allocation, strategy deployment, and portfolio company management.Read more
Greg has a wide range of experience in the European mid- and large-cap market, having worked on successful transactions totaling over US$10bn since 2001.
Usmaan Kitchlew, based in our Toronto office, has more than 14 years of global experience in providing strategic and financial advice to entrepreneurs and company leaders.Read more
Kahlil Reid has over 15 years of corporate transactional experience. He was formerly a Managing Director and Partner with a Los Angeles-based middle-market investment bank.Read more
Andy Wood is a senior deal leader in North America based in Texas in the Dallas/Fort Worth office, and has a combined 16 years of experience with BCMS in the United States and the United Kingdom.Read more
Business Development and Operations
Gary Stehle has more than 20 years experience as a business owner, deal maker, adviser and business development executive.Read more
Paul Samuel is an SVP based in our Los Angeles office. He has extensive experience in investment banking, corporate finance, business development, and operations.Read more
Ari Paget has met with and advised hundreds of business owners for BCMS, and draws on his extensive international and financial background to help each entrepreneur develop a successful exit strategy.Read more
With 15 years of experience in the travel and hospitality industries, Tom ensures every BCMS seminar is run professionally.
As an Account Associate, Tonia Yard supports our seminar program and works alongside with our Business Development SVPs. She is based in our Cleveland, Ohio office.
Kelly Pallay handles registrations and requests for additional information related to the BCMS seminar program. She is based in our Cleveland, Ohio office.
When you register for a BCMS seminar, Kelly is often your first point of contact and is often involved in introducing prospective clients to the firm.
As our senior Project Manager, Christy guides many of our clients through the transaction process. She is also responsible for the day-to-day operation of the activities in our Fort Worth office.
As Operations Manager, Lyn oversees many of our critical administrative functions, including bookkeeping, accounting, and employment-related issues for all BCMS offices in the US and Canada.
Aaron is the senior member of our research department in North America and supervises our activities to identify the most likely domestic and international prospective buyers for our clients.