John is a Director at Casspium. He is responsible for developing and executing acquisition strategies on behalf of private equity groups and corporate buyers. Over the past 16 years, John has worked with many of the nation’s leading financial and strategic buyers sourcing proprietary investment opportunities, developing acquisition search strategies, and successfully managing targeted search programs. He has led search efforts for both new platforms and add-on companies in a diverse group of industries including niche manufacturing, business services, industrial products and services, IT, consumer products, healthcare and financial services. He began his career as a consultant with KPMG. John received a B.S. degree in Finance from New York University and earned an M.B.A. from the University of Texas with concentrations in finance.

Will is a Director at Casspium. He is responsible for sourcing and facilitating investment opportunities and developing strategic relationships between owners of lower-middle market businesses and private equity, family offices, and strategic corporations. Before joining Casspium, Will worked as an Associate at Murdock Capital Partners in New York, where he focused on deal origination and merger and acquisition executions across various sectors including healthcare, technology, manufacturing, industrial, consumer and business services. Will received a B.A. from Hofstra University and an MBA from Imperial College London (UK).

Jo-Anne is a Director at Casspium. As such she is responsible for developing and executing acquisition strategies on behalf of private equity, family office groups and corporate buyers. Prior to joining Casspium, Jo-Anne served at Investors Relations Associate at Alcoa. Prior to that role she worked at Jeffries in their Transaction Services Group. In this role, Jo-Anne performed buy-side and sell-side financial due diligence for divestitures, management buy-outs, and recapitalizations primarily in the niche manufacturing, distribution, and business services industries. Jo-Anne earned her Bachelor’s and Master’s degrees from Case Western Reserve University.

David is a Director at Casspium. David works closely with clients executing mergers and acquisitions, securing equity and debt financing and implementing strategic initiatives aimed at maximizing shareholder value. He has 10 years of experience in strategic and transaction advisory and investment banking. David is a Chartered accountant and holds a BBA, General Business and an MBA from Stetson University.

Pascal is a Principal at Casspium. As such, he is responsible for developing and executing acquisition strategies on behalf of private equity, family office groups and corporate buyers. Pascal leverages his broad financial experience in preparing offering documents, financial models, marketing materials, and market research. Prior to joining Casspium, Pascal served as an Associate with Boenning & Scattergood where he focused on mergers and acquisitions in their Investment Banking group. Pascal received his bachelor’s degree in Marketing and communications from University of Toronto.

Robert is an Independent Business Development consultant at Casspium. He is responsible for sourcing and facilitating new investment opportunities for Family Office and Private Equity firms across industrial and business services industries. Robert works directly with business owners who are exploring the sale of their companies. Robert understands the challenges that business owners face in operating and growing their companies, as well as the issues involved in designing a successful exit strategy. He brings over 30 years of experience as an owner & operator of multiple lower-middle market businesses primarily in the contracting, industrial and business services industries. Robert is passionate about working with business owners as they are planning the sale of their businesses to strategic and private equity buyers. Robert resides in New York with his wife and children.

Robert (Bob) is an Independent Business Development Consultant at Casspium. He is responsible for sourcing new investment opportunities in the healthcare, technology, business & consumer services sectors for public and private corporations, private equity, and Family Office buyer clients. As an entrepreneur and a Dentist for nearly three decades, Robert understands the thought process and the concerns business owners have as they explore the sale of their businesses and works diligently to connect each owner to the right buyer client to maximize their financial outcome. In his spare time, Robert enjoys spending time with his wife and family at the Jersey Shore.

Katherine is a Financial Analyst at Casspium. Her responsibilities include assessing investment opportunities, conducting financial data analysis and enterprise valuation of targeted companies. Prior to joining Casspium, Katherine worked at Blue Ocean Wealth Solutions, a MassMutual firm, as a FINRA registered financial representative. Katherine also worked as a Finance Associate at the United Nations Joint Staff Pension Fund, a $64 billion defined-benefit pension fund operations, where she conducted internal audit and due diligence financial analysis using the asset and liability management (ALM) approach to improve the fund’s financial reporting procedures and fund’s performance. Katherine obtained her Bachelor’s degree in Business Administration from De La Salle University and received her Master’s degree in Financial Management from Boston University. Katherine passed all three levels of the Chartered Financial Analyst (CFA) exams on first attempts.

Krystle is an Independent Business Development consultant at Casspium. She is responsible for sourcing and facilitating new investment opportunities for Family Office and Private Equity firms across various industries, mainly in the Southeast, Southwest, Midwest regions of the United States.