Experience You Can Trust

Our specialized team has guided over 100 successful dental, medical, and aesthetic practice transitions. We combine deep industry knowledge with proven M&A expertise to maximize value while protecting what you've built.

Our Healthcare M&A Advisory Team

Thomas Allen

Thomas Allen

Founder, CEO
Senior M&A Advisor 
Aesthetics/MedSpa & Dental

 
 
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Nicolas Tognoni

Nicolas Tognoni

Vice President, M&A

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Fabian Pallares

Fabian Pallares

Financial Analyst

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Mark Storey

Mark Storey

Transitions Advisor

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Katie Osborne-Rozgonyi

Katie Osborne-Rozgonyi

Analyst Assistant

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David Williams

David Williams

Managing Partner

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Noah Jones

Noah Jones

M&A Associate

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Zoe Shepard

Zoe Shepard

Financial Analyst

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Shivani Kamboj

Shivani Kamboj

Transitions Advisor

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Carl Cooper

Carl Cooper

National Agent Manager

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Lauren Wheeler

Lauren Wheeler

Senior M&A Advisor - Sell Side

Aesthetics/MedSpa & Dental

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Cornelia Hinkle

Cornelia Hinkle

Diligence and Underwriting Manager

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Katie Francois

Katie Francois

VP of Brokerage Operations

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Kimber Gonzalez

Kimber Gonzales

Transaction Operations Manager

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Morgan Burrell

Morgan Burrell

Digital Marketing Manager

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Taylor Fyfe

Taylor Fyfe

Managing Partner

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Ryan Lynch

Ryan Lynch, CPA

CPA, Financial Underwriting Lead

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Andrew Hurtado

Andrew Hurtado

Practice Transitions Advisor

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Brian Choate

Brian Choate

Dental M&A Advisor - Sell Side

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Karla Pacheco

Karla Pacheco

Marketing Systems Manager

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