Dave is a founding director of BCMS, an expert in the company sale process, and an acknowledged thought leader within the M&A industry. Dave is the primary presenter at BCMS seminars worldwide.Read more
A serial entrepreneur and business owner, Brian founded BCMS after undergoing a company sale of his own. His drive, commitment and experience have been instrumental in growing the business.
Steve developed and refined the BCMS approach to company sales. He understands first-hand the hard work and determination required to build and run a successful enterprise.
President & CEOBob Goldsmith led BCMS’s formal entry into the North American market in 2006. He has advised many dozens of companies on issues relating to their sale, corporate growth, and international expansion.
Executive ChairmanA veteran of the global M&A market, Paul joined BCMS as its Executive Chairman in 2013. Paul previously worked for Goldman Sachs and Macquarie Capital.
Chief Operating OfficerPhilip most recently spent 20 years at GE Capital primarily in the mergers & acquisitions group as Managing Director focused on acquisitions, divestitures and partnerships in their consumer finance business.
Transaction Advisory Leadership
A highly experienced deal-maker, and former M&A director at Ernst & Young, Jonathan Dunn leads the BCMS UK Major Transactions Team.Read more
Based in the Dallas/Fort Worth office, Scot Bailey is a senior deal leader at BCMS with more than 14 years of experience in corporate development.Read more
Jon Byun is a senior deal leader at BCMS and has over 15 years of experience in the investment banking industry across several significant M&A platforms.Read more
Alexander “Lex” Colley is an experienced deal leader having executed more than 100 M&A and financing assignments to date, with an aggregate transaction value in excess of $4.0 billion.Read more
Glenn Harrison is a highly seasoned investment banker with vast corporate finance and M&A expertise, having executed more than 40 announced transactions totaling approximately $18 billion since 2005.Read more
Usmaan Kitchlew, based in our Toronto office, has more than 14 years of global experience in providing strategic and financial advice to entrepreneurs and company leaders.Read more
Andy Wood is a senior deal leader in North America based in Texas in the Dallas/Fort Worth office, and has a combined 16 years of experience with BCMS in the United States and the United Kingdom.Read more
Business Development and Operations
Gary Stehle has more than 20 years experience as a business owner, deal maker, adviser and business development executive.Read more
Paul Samuel is an SVP based in our Los Angeles office. He has extensive experience in investment banking, corporate finance, business development, and operations.Read more
Ari Paget has met with and advised hundreds of business owners for BCMS, and draws on his extensive international and financial background to help each entrepreneur develop a successful exit strategy.Read more
With 15 years of experience in the travel and hospitality industries, Tom ensures every BCMS seminar is run professionally.
As Senior Account Manager, Lisa Dunlap supports our seminar program and works alongside our Business Development SVPs. She is based in our Cleveland, Ohio office.
As Account Manager, Beth Rieger supports our seminar program and works alongside our Business Development SVPs. She is based in our Cleveland, Ohio office.
Senior Account Manager Mandy Fosco is part of our West Coast account team, working with business owners who are considering a sale. Mandy is based in our Cleveland, Ohio office.
As our senior Project Manager, Christy guides many of our clients through the transaction process. She is also responsible for the day-to-day operation of the activities in our Fort Worth office.
As Operations Manager, Lyn oversees many of our critical administrative functions, including bookkeeping, accounting, and employment-related issues for all BCMS offices in the US and Canada.
Aaron is the senior member of our research department in North America and supervises our activities to identify the most likely domestic and international prospective buyers for our clients.