With over 40 years of experience in wealth management and institutional investment strategies, I am passionate about delivering tailored solutions to meet the unique needs of clients. My journey reflects a commitment to excellence, innovation, and service. Here is my biography.

Paul Killpack is a meticulous and results-driven financial leader with over 25 years of experience as a Chief Financial Officer, specializing in driving business profitability, streamlining operations, and implementing cost-saving initiatives. Renowned for his expertise in maximizing cash flow, generating insightful financial reports, and fostering organizational growth, Paul has successfully scaled businesses across diverse industries. His hands-on approach and strategic vision have enabled him to lead high-performing teams, secure significant investment partnerships, and optimize financial infrastructures to support rapid expansion. With a proven track record of success in both public and private sectors, Paul remains committed to excellence, innovation, and delivering measurable results.

I’m excited to share my professional biography, which reflects over 50 years of leadership, transformation, and global business impact. From guiding companies to new heights to mentoring future leaders, my journey has been fueled by a passion for creating value and sharing knowledge.

Jonathan Cohen is an accomplished executive with over 25 years of global experience in industrial, manufacturing, distribution, B2B, and home services sectors. Having worked and lived in six countries, with extensive experience in Asia and Europe, Cohen has a proven track record of driving growth, innovation, and sustainability initiatives across diverse industries. He is known for his integrity, strategic vision, and ability to empower teams to achieve outstanding results. Throughout his career, Cohen has been a key player in scaling businesses, developing strong market strategies, and leading organizational transformations. His expertise spans sustainability, packaging, automotive, branding, and pricing, making him a sought-after keynote speaker at global conferences. Fluent in French and with conversational skills in German and Spanish, Cohen’s international exposure enables him to effectively navigate complex global markets and foster cross-cultural collaboration. Currently an angel investor in four companies, Jonathan is now seeking to expand his board experience in the United States, leveraging his wealth of knowledge to help businesses drive top-line growth and navigate new opportunities in a rapidly changing world.

Joe A. Rodriguez is an accomplished financial executive with over 30 years of experience in finance, accounting, and corporate governance. Throughout his career, Joe has excelled in roles such as CFO, Corporate Controller, and Internal Audit Director, providing leadership in both startup and global organizations. He has a proven track record in driving financial success, including overseeing SEC reporting, IPO readiness, and U.S. GAAP compliance for private equity-backed firms and publicly traded companies. Joe’s extensive expertise spans strategic planning, revenue recognition, lease accounting, risk management, and financial operations management, and he has successfully led international teams across industries such as mining, manufacturing, and technology. Known for his strong character and integrity, Joe fosters a collaborative environment and effectively communicates complex financial insights to executive teams, boards, and stakeholders.

The distribution of alternative investments is undergoing a transformative shift driven by investor demand for diversification, regulatory changes, and the rise of digital platforms. As high-net-worth individuals, institutions, and retail investors increasingly seek exposure to alternatives like private equity and real estate, distributors must adapt their strategies to meet evolving expectations. Leveraging segmentation, personalized marketing, and digital tools are key to enhancing client engagement and streamlining processes. Furthermore, innovations such as blockchain, tokenization, and AI are revolutionizing access and efficiency, making these investments more accessible. By integrating data-driven insights and focusing on client education, firms can navigate this dynamic landscape and unlock new growth opportunities.

Rod Richardson is a dynamic operations and technology leader with over 20 years of experience in scaling startups and driving business growth across various industries. Specializing in Cyber Security, Mergers and Acquisitions (M&A), and International Business Strategy, Rod has successfully led organizations through transformative digital changes, product innovations, and strategic expansions. He has helped businesses achieve significant revenue growth, including increasing profits for three startups to over $150 million in under three years, and has consulted for private equity firms on high-stakes M&A projects, boosting organizational efficiency and profitability. With global experience working in countries such as Germany, China, Israel, and India, Rod excels at navigating complex international markets and building high-performing teams. Passionate about fostering diversity and collaboration, he is now seeking opportunities to contribute his expertise to a board, helping companies scale and thrive in an increasingly competitive global landscape.

I’m excited to share my updated executive biography, reflecting my journey in corporate M&A, venture investing, and strategic growth across various industries. Over the past 11 years, I’ve had the privilege of leading acquisitions, developing strategic initiatives, and supporting organizations in their growth ambitions. Here is my biography.

Hunter Gary is a seasoned, strategic, driven, and motivated Executive Operations Leader with in-depth experience in private equity portfolio company oversight and operational value...

As an executive leader with 30 years of experience in driving growth and strategic transformation, I’m excited to share my professional journey and expertise in SaaS, GovTech, private equity, and more. I’m passionate about creating value, empowering teams, and leading organizations to exceed their potential. Here is my biography.

Steve J. Roesner is a seasoned executive with over 40 years of leadership experience across industries such as manufacturing, composites, and traffic services. With a strong educational foundation, including an M.B.A. from the University of South Dakota, Roesner has driven remarkable growth in every organization he has led. His career highlights include growing sales from $22 million to $85 million at K-Products, doubling revenue to $48 million at Den Hartog Industries, and transforming Quatro Composites from a startup to a $52 million enterprise. Currently, as CEO of Vogel Traffic Services, Roesner continues to drive innovation and growth, expanding sales from $14 million to an estimated $42 million by 2024.

I'm thrilled to share my executive biography, detailing my journey across healthcare management, law, and strategic organizational growth. My focus has always been on supporting organizations to thrive by honing in on critical objectives and fostering operational excellence. Here is my biography.

Peter Haines, Founder of Horizon Growth LLC, brings over 30 years of C-level expertise across multiple industries to the forefront of strategic consulting. With...

I’m thrilled to share my professional biography with you all. Over the past 30 years, I’ve had the privilege of leading transformative growth and innovation across various sectors, including my pivotal roles at Igloo Products Corp. and Real Mex Restaurants. From strategic planning to financial management, my journey has been driven by a commitment to integrity and a passion for excellence. I invite you to read more about my career and how my experiences continue to shape my approach to leadership and business transformation.

I’m excited to share my journey as a transformational leader, driving growth and operational excellence across diverse industries. With over 25 years of experience, I’ve had the privilege of leading under-performing and mature businesses through challenging transitions, delivering significant revenue and profit growth without capital investment. In roles such as Senior Vice President at National Carwash Solutions and CDK Global, as well as my leadership at ADP Dealer Services, I’ve been fortunate to work with incredible teams and achieve key results in M&A integration, operational execution, and business development. My passion is creating sustainable change, fostering employee engagement, and mentoring the next generation of leaders. I’m always open to discussing new opportunities, learning, and contributing to business growth and innovation. Feel free to connect if you’d like to exchange ideas or explore future collaborations!

Navigating the middle-market M&A landscape in 2024 requires a strategic approach tailored to each industry’s unique challenges and opportunities. With significant deals such as Chevron’s $53 billion acquisition of Hess Corporation in the Oil & Gas sector, Mondelez International’s $1.3 billion acquisition of Clif Bar & Company in Food & Beverage, and Vista Equity Partners’ $4.6 billion acquisition of Duck Creek Technologies in Software, this year has highlighted the need for investment bankers to leverage cross-industry expertise, anticipate market shifts, and align deals with evolving industry trends. Understanding sector-specific dynamics and mastering complex negotiations are key to optimizing outcomes and securing long-term value.