OUR TEAM

Managed by several of the nation’s leading ESOP professionals

 
TM.png

Thomas Mallon

Co-founder & Chairman, Regent Surgical Health; Led company through ESOP conversion; Experienced in venture capital, real estate, and turnarounds; Denison University, BA; Harvard Business School, MBA.

 
BB.png

Brandt Brereton

President, Brereton Hanley & Co.; 32-year investment banker; Published author/speaker on M&A, PE, and ESOPs; Registered Investment Advisor; San Jose State, BS; Harvard Executive Education.

 
 
 
JS.png

Jon Spear

Founder, Hickory Street Ventures; SMB investor/operator; Founding team, Christian Economic Forum; Associate, Cherokee; Consultant, Accenture; Texas Tech University, BA; Tsinghua - MIT Sloan, MBA.

 
 

What we’ve collectively achieved

  • Advised on over 250 middle-market transactions valued at over $5B in value.

  • Founded, operated, and successfully exited businesses of our own.

  • Published authors and speakers on M&A, corporate finance, valuation, and ESOP advisory.