Tag: Mergers and Acquisitions

Rene A. Kakebeen: Where Financial Insight Meets Lasting Impact

After over four decades in the banking and financial services industry, I’m proud to share a professional biography that reflects the journey, challenges, and values that have shaped my career. From credit recovery to regulatory reform, mentorship to executive leadership, it's been an incredible path—and I’m far from finished.

Jeanne McMillen, CPA: Executive Leader in Financial Strategy, Corporate Growth and Government Contracting

I’m excited to share my professional executive biography, highlighting over three decades of experience in strategic finance, compliance, and board-level advisory work across public, private, and nonprofit sectors. I’m currently exploring board opportunities where I can bring value through integrity, insight, and leadership.

Wigberto Narvaez: Empowering Excellence Through Strategic Leadership

I'm excited to share my professional journey, which spans over 30 years in engineering, supply chain optimization, and risk management across global markets. My passion lies in empowering teams and driving strategic initiatives that lead to operational excellence. Here is my biography.

David Berliner: A Nationally Respected Authority in Turnaround, Restructuring, and Financial Advisory Services

With more than three decades of high-stakes experience in turnaround, restructuring, and bankruptcy advisory, David E. Berliner, MBA, has established himself as a respected...

Mickey Herbert, DBA, MBA: Driving Change with Purpose, Leading with Integrity

After a meaningful journey leading teams, driving growth, and advancing diversity across multiple industries, I’m honored to share my executive biography. With over 40 years of experience in M&A, strategic marketing, DEI, and business transformation, my work has always centered around leadership that creates lasting impact. Here is my biography.

Micah DiSalvo: Visionary CEO and Strategic Growth Leader in Financial Services

Micah DiSalvo is an accomplished CEO and strategic leader with over 26 years of experience in the financial services industry. As Chief Executive Officer of Madison Retirement Holdings and Partner at MAP Retirement, he has led organizations through transformative growth, private equity expansion, and innovative retirement solutions. Known for his integrity, industry expertise, and ability to drive results, Micah also contributes to public service as a member of the Wisconsin Governor’s Financial Literacy Council and serves on the advisory board of the Rosenberry Society at United Way of Dane County.

Anjan Thakor: Accomplished Financial Strategist, Academic Leader, and Board Advisor

Anjan Thakor is a globally recognized executive, academic, and advisor with over 40 years of experience shaping strategy, governance, and financial leadership across industries and continents. Known for blending deep academic insight with real-world impact, Anjan has guided financial institutions, manufacturing firms, and global boards through transformative growth and critical decisions. His expertise spans commercial banking, M&A, corporate finance, and organizational culture, making him a sought-after partner for executives navigating complexity and change. With a legacy of thought leadership and a passion for mentoring, Anjan is now seeking board opportunities where his insight, integrity, and global perspective can help organizations thrive.

Rodger Rohde

I’m excited to share my professional biography, which reflects over 40 years of experience in business development, supplements manufacturing, product innovation, and strategic growth. From starting my own company to securing patents and leading high-performing teams, my journey has been about doing things right—and doing them with purpose.

Roger Whitham: Strategic Finance Executive Driving Growth Through Operational Excellence and M&A Expertise

I’m a strategic finance and operations executive with over 20 years of experience helping organizations grow through smart financial planning, operational efficiency, and business transformation. From leading M\&A activities and international expansions to building high-performing teams and streamlining reporting systems, I thrive on solving complex challenges and driving results. My career has spanned industries including eCommerce, telecommunications, and insurance, and I’m passionate about aligning financial strategy with long-term business goals to create lasting impact.

William E. (Gene) King, III: Building Bold Visions into Profitable Realities; One Strategic Move at a Time.

Over the years, I’ve had the privilege of building businesses, mentoring leaders, and helping companies align vision with execution. My passion lies in capital strategy, operational structure, and empowering founders with tools that drive real growth. Here is my biography.

Ann Sardini: Driving Growth Through Transformation and Strategic Financial Leadership

I’m excited to share an updated version of my professional biography, which reflects my journey across finance, corporate transformation, and board leadership. With over three decades of experience in health and wellness, retail, media, and private equity, I’ve been fortunate to collaborate with exceptional teams and organizations driving meaningful impact.

Gary Peterson: Technology Entrepreneur, Executive Leader, and Growth Strategist

Gary Peterson is a veteran technology entrepreneur and executive with over 37 years of experience leading high-growth organizations and driving global business transformation. As co-founder of Iteration2, he scaled the company into one of Microsoft’s largest systems integrators before its acquisition by Hitachi Ltd. Known for his strategic vision and operational expertise, Gary now seeks board roles to help companies unlock growth and innovation in the evolving technology landscape.

Gary Krumian: Empowering Organizations with Purpose, Precision, and Progress

I'm excited to share an updated look at my professional journey. Over the past 25 years, I’ve had the opportunity to work across industries—from healthcare and government to automotive—leading strategic transformations and helping organizations reach new heights. I'm passionate about driving operational improvements, enabling technology adoption, and creating lasting value through collaboration. Here is my biography.

David Nissen: Strategic Behavioral Health Innovator and Growth Advisor

With nearly 40 years in behavioral healthcare, I’ve been fortunate to serve in roles ranging from mental health technician to CEO and strategic advisor. My journey has included founding and growing a national treatment organization, guiding companies through successful acquisitions, and helping healthcare leaders enhance operational performance and enterprise value. Today, through my consulting work and advisory roles, I remain passionate about supporting innovation and sustainable growth in behavioral health.

Scott Mallory | Experienced M&A Financial and Operational Integration Consultant | Strategic Advisor | Board Member

Scott Mallory is a seasoned financial and operational integration consultant with over 35 years of experience leading complex mergers and acquisitions across healthcare, finance, insurance, and product-based industries. A Certified Public Accountant and strategic advisor, Scott has successfully guided global teams through transformative projects that deliver measurable synergies and operational improvements. Committed to optimizing company potential, he currently serves on multiple boards and is transitioning to part-time advisory roles to share his expertise in driving sustainable growth and value creation.

Paul D. Judd: Strategic Tax Executive with Global Mining Expertise and Big Four Pedigree

Paul D. Judd is a veteran tax executive with over four decades of leadership in corporate tax strategy, compliance, and financial planning. With a distinguished career spanning major global mining corporations like Barrick Gold and Rio Tinto, and early roots in Big Four public accounting, Paul is recognized for his strategic insight, technical depth, and calm, collaborative leadership. His ability to navigate complex tax environments and align them with business objectives has made him a trusted advisor, respected industry advocate, and mentor in the financial and tax communities.