EXPERIENCED PROFESSIONALS ACROSS NORTH AMERICA READY TO ADVISE YOU

About the BCMS Team

Our most important asset is our outstanding team of experienced professionals.

We are fortunate to have home-grown talent who have dedicated much of their business careers to BCMS, together with exceptionally seasoned industry veterans who are attracted to our unique model.

Our committed team boasts a broad range of M&A experience and skills and shares a common mission to advise private business owners on maximizing value from their businesses.

Our Executive Board, senior transaction leadership, and team members you are likely to come into early contact with at BCMS are presented below.

Executive Board

Robert Goldsmith

PRESIDENT & CEO

Bob 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.

Paul Daitz

EXECUTIVE CHAIRMAN

A veteran of the global M&A market, Paul joined BCMS as its Executive Chairman in 2013.
Paul previously worked for Goldman Sachs and Macquarie Capital.

Philip Gavey

CHIEF OPERATING OFFICER

Philip most recently spent 20 years at GE Capital primarily in the mergers & acquisitions group as Managing Director focused on acquisitions, divestitures and partnerships in their consumer finance business.

Senior Transaction Advisory Leadership

Jon Byun

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.

Alexander Colley

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. 

Glenn Harrison

Glenn Harrison is a highly seasoned investment banker with vast corporate finance and M&A expertise, having executed more than 40 announced transactions totaling approximately $18 billion since 2005. 

Usmaan Kitchlew

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.

Andrew Wood

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.

 

Business Development and Operations

Gary Stehle

Gary Stehle has more than 20 years experience as a business owner, deal maker, advisor and business development executive.
 
 

Ari Paget

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.

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Tom Karnofel

With 15 years of experience in the travel and hospitality industries, Tom ensures every BCMS seminar is run professionally.

 

 

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Lisa Dunlap

As Senior Account Manager, Lisa Dunlap supports our seminar program and works alongside our Business Development SVPs. She is based in our Cleveland, Ohio office.

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Beth Rieger

As Senior Operations Analyst, Beth Rieger supports our seminar program and works alongside our Business Development SVPs. She is based in our Cleveland, Ohio office.
 

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Mandy Fosco

Senior Account Manager Mandy Fosco is part of our West Coast account team, working with business owners who are considering a sale. Mandy is based in our Cleveland, Ohio office.

 

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Lyn Culpepper

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.

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Aaron Neuman

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.

Jessica Garrett, BCMS

JESSICA GARRETT

Jessica is a Senior Project Manager in our Dallas/Fort Worth office where she is an integral part of each transaction team responsible for the coordination and communication between team members and our clients.

Emily Gaither, BCMS

EMILY WILLIAMS

Emily joined BCMS in March of 2017. She is a Project Manager within our transaction team responsible for ensuring all project requirements, deadlines and schedules are met on a timely basis.

 
 

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