PROFILE Dan J. Rose has created, operated, grown and successfully exited 4 separate companies – both strategic and private equity placements. His companies have created over 400 jobs. He is an experienced Entrepreneur, Angel Investor, Board Member and Consultant. As an active member of both North Coast Ventures and Alpine Capital, Dan focuses on early…

PROFILE David W. Kuhr is the Financial Operations Principal at Carleton McKenna & Company. David, through his own organization, Green Bar Consulting, Inc., also provides compliance support for groups including Broker Dealers, Registered Investment Advisers and Mutual Funds. Prior to starting Green Bar Consulting, Inc., David served as the Chief Compliance Officer for the Ancora…

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PROFILE As Director of Operations, Patricia works with leadership to design and execute new processes and systems that support client and business development of the firm. Prior to joining Carleton McKenna & Company, Patricia worked in higher education as professional development and training manager at Cleveland State University, where she designed programming and created opportunities…

PROFILE Mike has over thirty years and over 50 transactions of mergers & acquisition experience both as a principal investor/owner and as a financial advisor. Since founding Cornerstone Industrial Group in 1997, Mr. Adams has acquired and managed nine (9) industrial manufacturing and services businesses. As former Chairman of Wahl Refractory Holdings, LLC and Swiss-Tech,…

PROFILE Mike de Windt brings 30 years of private equity experience investing and advising middle-market manufacturing and business service companies.  Prior to joining CM&Co, Mike was the founder and managing partner of Gates Group Advisors, LLC, a Cleveland-based consulting firm that advises closely held, middle market companies throughout North America.  GGA works with business owners…

PROFILE Mr. Gelfand is the Managing Member of The Gelfand Group LLC (“TGG”), an independent firm that provides investment banking services to privately held, entrepreneurial companies. TGG’s experience includes advising on the sale of businesses, strategic acquisitions, business valuations, and related corporate finance matters. Since 2020, Mr. Gelfand has been a Managing Director of Carleton…

PROFILE Emily is a Marketing Analyst at Carleton McKenna & Company.  Her primary responsibilities include researching and developing marketing content and industry reports, enacting website development, maintaining a social media strategy and regulating web-based management services. Prior to joining Carleton McKenna, Emily worked as a Leadership Development Fellow for Baldwin Wallace University’s Carmel Boyer School…

PROFILE Brandon is an Analyst at Carleton McKenna & Company. His current job responsibilities include industry and sell-side flow research, as well as creation of buyers lists, pitches and other transaction documents. Before joining Carleton McKenna, Brandon worked as a Corporate Development intern at TravelCenters of America, a Cleveland-based operator of travel centers and restaurants.…

PROFILE David is an Analyst at Carleton McKenna & Company. His current job responsibilities include industry and sell-side flow research, as well as creation of buyers lists, pitches and other transaction documents. Before joining Carleton McKenna, David worked as a research and investment intern at Praetorian Holdings Group, a Cleveland-based private equity firm. During his…