President & CEO
Smart Business Network
3 Rivers Capital
Prior to co-founding 3RC, Dale had 30 years of transactional and executive experience, having spent 18 years with the merger and acquisitions departments of Coopers & Lybrand and Deloitte & Touche. During that time, Dale was involved in, and ultimately led, numerous engagements involving financial due diligence, cash flow analysis and the structuring of transactions for several of the firms’ nationally recognized private equity clients. Dale also spent 12 years as the CFO of two companies where he gained invaluable experience leading a $600 million management buyout of Anthony Crane with Bain Capital and a $1.2 billion restructuring of Anchor Glass with Cerberus Capital.
Incline Equity Partners
Jack is a founding partner of Incline Equity Partners. He is responsible for all aspects of investment management, including sourcing and executing new investments, and managing existing portfolio company performance. Jack is also responsible for firm management, including strategic direction and talent. Prior to co-founding Incline, Jack was a partner at PNC Equity Partners, having joined there in 1996. Previously, Jack was a senior associate in the investment banking division of Wheat First Securities.
President and CEO
As president and CEO of Innovation Works, one of the nation’s most active early-stage investors, Rich leads the organization’s efforts to provide business expertise, seed capital and other resources to high-potential, technology startup companies in Pittsburgh. Prior to joining Innovation Works, Rich was a successful technology entrepreneur/ inventor who built one of Pittsburgh’s most successful and enduring technology startups. He helped lead a health care robotics company from a three-person startup to an acquisition by McKesson Corp., the nation’s 16th largest company.
President and CEO
BlueTree Capital Group and BlueTree Allied Angels
Catherine is the founder and CEO of BlueTree Capital Group and BlueTree Allied Angels. Catherine is the past chair of the Angel Capital Education Foundation, an organization that researches angel capital, tracks angel capital, and provides education to bring professionalism and ethics to the industry. In July 2010, she was named chairwoman of the board of the Angel Capital Association.
Senior Vice President, Middle Market Regional Executive Leader
As a high-energy and tenured business leader, Jim is a proven banking and financial services professional known for providing innovative and effective ideas to help companies grow, increase profitability, manage more efficiently and exceed client business objectives. He works collaboratively with all of his business partners to tailor impactful solutions to each of his clients. Jim is known for his challenger-based ideas that encourage clients to consider changing the status quo by providing options and continuous improvement strategies. Jim has over 35 years of banking experience.
Thomas L. Bakaitus Jr.
Tax Partner and Operating Officer
Herbein + Company Inc.
Tom is a CPA who serves as tax partner and operating officer of Herbein + Company Inc., a 180-plus person CPA firm with eight offices across Pennsylvania. Over 90 percent of Tom’s clients fall in the category of closely held or family-owned businesses. He provides those clients with accounting and business advisory services as well as tax planning and consulting. Tom spends much of his time structuring complex transactions and acquisitions.
Christopher A. Brodman
President and CEO
Metz Lewis Brodman Must O’Keefe LLC
Chris is the president of the firm and a member of the firm’s executive committee. His practice focuses on general corporate matters and business transactions for funds and privately held middle-market companies. Chris serves as outside general counsel for many clients. His transactional practice includes M&A, early stage investments, corporate finance and commercial transactions. Chris has led in excess of 100 M&A transactions during his career. Chris has been a member of the board of directors of many privately held companies throughout his career and he has invested in early-stage and mature businesses.
Jeffrey J. Conn
Member in Chargeof Pittsburgh Office
Clark Hill PLC
Jeff’s primary areas of practice are mergers and acquisitions, general corporate, commercial and real estate finance and real estate law. He regularly represents private equity groups, small, middle-market and large corporations, lenders, borrowers and real estate developers in a variety of transactional matters and matters involving general corporate advice. Jeff has been selected as one of the Best Lawyers in America.
Mike is a partner in EY’s Assurance practice with over 15 years of experience serving public and private multinational clients in professional services, steel manufacturing and fabrication, mining, financial services, asset management and commercial real estate. Mike’s experience includes accounting and auditing services, financial reporting, internal control evaluation, initial public offerings, public debt offerings, business acquisitions and transaction support advisory services. Mike graduated with distinction from Pennsylvania State University with a bachelor’s degree in accounting.
Senior Vice President, Commercial Banking C&I Team Manager
Brian joined S&T Bank in December 2015 as senior vice president, commercial banking C&I team manager in the Pittsburgh region. In this role, Brian is responsible for leading the Middle Market/C&I Group for S&T Bank in Western Pennsylvania. The group partners with current customers and establishing new business relationships with organizations to strengthen S&T Bank’s presence throughout the region. Brian joined S&T Bank with several years of banking experience largely centered in corporate and institutional banking.
President- Pittsburgh Region
First National Bank
Ron is responsible for integrating FNB’s successful cross-functional business model and for developing small business and corporate banking opportunities in the company’s headquarters market. He joined FNB in 2009 to lead its Asset-Based Lending division and has had oversight for various corporate banking groups within the organization, including Syndications and International Banking Services. He has more than 35 years of financial services experience, having held a range of leadership roles with asset-based lending groups at major banks in the Pittsburgh area.
Michael J. Dougherty
Cohen & Grigsby
Michael is a director and a member of the Corporate & Tax, Commercial Lending, Mergers & Acquisitions and Private Equity & Mezzanine Finance practice areas. In addition to providing general business counseling and advice, he focuses his practice on business and commercial transactions, such as business formation and capitalization, financing (representing institutional lenders, mezzanine lenders and corporate borrowers), joint ventures, mergers, acquisitions and divestitures. Michael serves as co-chair of the Corporate & Tax Group and a member of the firm’s Talent Management Team.
Confluence Advisors, LLC
David is a founding partner of Confluence Advisors, an investment banking firm providing M&A advisory services, capital raise services and business advisory services to middle market businesses. Confluence serves owners of private companies, publicly traded companies seeking to divest non-core businesses or subsidiaries as well as private equity-owned businesses. David has over 30 years diverse experience in investment banking, commercial banking, M&A and business advisory.
Jeffrey A. Ford
Grossman Yanak & Ford LLP
Jeff has focused his career on providing accounting, auditing and consulting services to privately held companies and not-for-profit organizations. His experience includes furnishing compliance services such as audits; providing due diligence and investigation services related to business acquisitions; performing fraud investigations; developing and compiling projected and forecasted financial statements; and evaluating, selecting and implementing information systems for companies.
Vice President and General Counsel
ERIKS North America
Randy is the vice president and general counsel for ERIKS North America and has served in that role since 2011. From 2006 until 2011 he was the COO of Lewis-Goetz and Co. Inc., which was acquired by ERIKS. Prior to joining the Lewis-Goetz, he worked in public accounting with Arthur Andersen & Co. and then worked as a corporate attorney focusing on mergers and acquisitions and general corporate matters with several law firms in Pittsburgh.
Thomas B. Grealish
As president of Henderson Brothers, Tom manages virtually all of the firm’s business activities and leads the company’s management committee. He is responsible for all day-to-day operations and the execution of the company’s strategic plan. He also maintains contact with insurance carrier executives and is active in the field, accompanying producers and account executives when visiting clients.
Stephen J. Gurgovits Jr.
Stephen is the managing partner and co-founder of Tecum Capital, a $450 million private investment firm based in Pittsburgh, which oversees pools of committed capital focused on mezzanine debt, subordinated notes and private equity, via two active funds, Tecum Capital Partners II LP and Tecum Equity Partners III. In his current role, Stephen is responsible for providing strategic, operational and investment management leadership to the funds, including its overall planning, fundraising, growth and execution of strategy.
John F. Herubin
John serves as a managing director of the firm, managing client transactions, leading business development initiatives and providing leadership for the team. He leverages his technical and business experiences to identify and advise companies contemplating ownership transition through a sale, acquisition or management buyout. He has a proven track record of delivering creative and innovative solutions to middle-market businesses, with a focus on entrepreneurs and closely-held family enterprises.
Dawne S. Hickton
President and Founding Partner
Cumberland Highstreet Partners Inc.
Dawne is former vice chair, president and CEO of RTI International Metals Inc., a billion dollar vertically-integrated global supplier of advanced titanium and specialty metals fabricated structural products that was acquired by Alcoa in July 2015, and subsequently split into a division of Arconic in 2016 (NYSE:ARNC). RTI’s products have applications in the commercial aerospace, defense, propulsion, medical device, energy, industrial and chemical markets. She has more than 30 years of diversified metals experience.
Thomas A. Hurkmans
20/20 Capital Group
Tom is the CEO and founder of 20/20 Capital Group (previously Hurkmans Associates). Tom is an energy, communications, and clean technology and water entrepreneur, having started, developed, sold and/or liquidated over 50 companies. He has also consulted on strategic and financial matters to regional and supra-regional communications and data center companies. In prior periods, Tom assisted in the startup, business modeling, capital raising and development of a project finance syndicate for The Efficiency Network Inc., serving as TEN’s interim vice president of business strategy and chief financial officer.
A seasoned entrepreneur with broad international marketing and management experience in the United Kingdom, Middle East and Africa, the Netherlands, China and Central Asia, Wilbert holds a proven track record of establishing commercial companies. He specializes in creating and formulating new business models, brands and growth strategies. To live his passion, he is also a qualified USA water polo coach and currently head coach men water polo at the Carnegie Mellon University. He currently runs The Brandstatement, a marketing consultancy.
Andrew S. Paterson
Regional President - Central Region
BNY Mellon Wealth Management
Andy is the regional president for BNY Mellon Wealth Management in its Central Region, which includes Pittsburgh, Cleveland and Chicago. In this role, he oversees all portfolio management, new business development and private banking activities within the region. Andy joined the firm in 2000 and has more than 25 years of experience in the financial services industry. Previously, he was managing director of Portfolio Management for the Central Region. Prior to joining BNY Mellon, he was chief investment officer for a regional financial institution.
Through hard work and perpetual success over the course of a 25-year career, Brian has become one of the payment processing industry’s most recognizable names. Since 1991 Brian has built successful companies, utilizing new and innovative business models, ultimately leading to an national reputation in the U.S. business community for leadership, integrity and financial success. Over the past few years, Brian has increasingly turned his focus to PCG Capital, an office that provides strategic executive and financial consulting for a broad spectrum of companies both regionally and around the country.
Principal and Founder
Lauren is the principal and founder of Balcony Advisors, a boutique consulting firm providing M&A, strategy and operations consulting services to investment firms, family offices and middle-market companies. At Balcony, she specializes in all aspects of acquisition structuring and due diligence as well as post-acquisition strategy, integration and liquidity management for companies with annual revenues between $10 million and $100 million in the manufacturing, distribution and business services sectors. Prior to founding Balcony Advisors, Lauren worked at Incline Equity Partners.