Joe Saad  President | Dallas  Joe Saad is the founder and President of Merger Partners. Under his leadership, the firm has developed into a nationally recognized specialty investment banking firm and invented the only and better alternative to the auction process. Joe led the firm originally on the sell-side and then pivoted to the buy-side and performed dozens of retained acquisition searches for private equity firms nationally. Through his experience on both sides of transactions, Joe discovered the need for a better way to sell a company. Before founding Merger Partners, Joe began his career in Venture Capital at Texas Pacific Capital Corporation and business development and consulting at Kreller Consulting Group.  Joe earned his B.B.A. in Finance from Southern Methodist University.   Click to see more.    LinkedIn   JoeSaad@mergerpartners.com

Joe Saad

President | Dallas

Joe Saad is the founder and President of Merger Partners. Under his leadership, the firm has developed into a nationally recognized specialty investment banking firm and invented the only and better alternative to the auction process. Joe led the firm originally on the sell-side and then pivoted to the buy-side and performed dozens of retained acquisition searches for private equity firms nationally. Through his experience on both sides of transactions, Joe discovered the need for a better way to sell a company. Before founding Merger Partners, Joe began his career in Venture Capital at Texas Pacific Capital Corporation and business development and consulting at Kreller Consulting Group.

Joe earned his B.B.A. in Finance from Southern Methodist University.

Click to see more.

LinkedIn

JoeSaad@mergerpartners.com

Chris Worel  Managing Director | Atlanta  As past president of four billion-dollar commercial banks, Chris brings over 30 years of experience in the financial service industry. Chris has completed numerous sell-side transactions across many industries and held C-Suite positions with banks, broker-dealers, and fin-tech firms during the last 20 years. Chris worked as President of First Union, National Commerce Financial Corporation, and Industrial Loan Corporation. Most recently Chris served as a founder of ncino software and has conducted M&A for a family office with over $1.3 billion of AUM.  Chris holds his BS in Management and Finance, and masters degrees from Stanford Graduate School of Business and LSU's Executive School of Banking.   Click to see more.    LinkedIn   CWorel@mergerpartners.com

Chris Worel

Managing Director | Atlanta

As past president of four billion-dollar commercial banks, Chris brings over 30 years of experience in the financial service industry. Chris has completed numerous sell-side transactions across many industries and held C-Suite positions with banks, broker-dealers, and fin-tech firms during the last 20 years. Chris worked as President of First Union, National Commerce Financial Corporation, and Industrial Loan Corporation. Most recently Chris served as a founder of ncino software and has conducted M&A for a family office with over $1.3 billion of AUM.

Chris holds his BS in Management and Finance, and masters degrees from Stanford Graduate School of Business and LSU's Executive School of Banking.

Click to see more.

LinkedIn

CWorel@mergerpartners.com

Tony Frederickson  Managing Director | San Francisco  Tony is an executive leader in the defense technology industry spanning a wide range of technology disciplines, with a track record of building successful, high-growth teams. He most recently served as CEO of Defense Group Inc, and worked in C-suite roles with Titan Corporation (NYSE: TTN), Schafer Corporation (private equity-held), and Sage Management (a professional partnership). In each case, he has led buy-side acquisition campaigns to enable better organic growth and eventually achieve a high-value exit for equity holders.  Tony earned B.S. and M.S. degrees in engineering from UCLA.   Click to see more.    LinkedIn   TFrederickson@mergerpartners.com

Tony Frederickson

Managing Director | San Francisco

Tony is an executive leader in the defense technology industry spanning a wide range of technology disciplines, with a track record of building successful, high-growth teams. He most recently served as CEO of Defense Group Inc, and worked in C-suite roles with Titan Corporation (NYSE: TTN), Schafer Corporation (private equity-held), and Sage Management (a professional partnership). In each case, he has led buy-side acquisition campaigns to enable better organic growth and eventually achieve a high-value exit for equity holders.

Tony earned B.S. and M.S. degrees in engineering from UCLA.

Click to see more.

LinkedIn

TFrederickson@mergerpartners.com

 
Kirk Otis  Managing Director | Dallas  Having led firms across all stages of growth, Kirk Otis brings a corporate development and CEO shaped vision to the firm. His career has spanned the TMT, semiconductor, and software industries and has an extensive track record of building strong teams, leading corporate strategy, and proctoring successful execution. He has taken companies and business units to market adapted to capture emerging opportunities and has completed 50+ strategic transactions ranging from M&A, divestitures, and venture and debt fundings of over $13.5Bn across nine different countries. Kirk has held key roles at large corporate conglomerates, billion-dollar tech firms, and venture-backed start-ups.  Kirk is a CPA, earned his M.B.A. from Southern Methodist University, and received his B.S. in Information Systems, Accounting and Finance from Bowling Green University.   Click to see more.    LinkedIn   KOtis@mergerpartners.com

Kirk Otis

Managing Director | Dallas

Having led firms across all stages of growth, Kirk Otis brings a corporate development and CEO shaped vision to the firm. His career has spanned the TMT, semiconductor, and software industries and has an extensive track record of building strong teams, leading corporate strategy, and proctoring successful execution. He has taken companies and business units to market adapted to capture emerging opportunities and has completed 50+ strategic transactions ranging from M&A, divestitures, and venture and debt fundings of over $13.5Bn across nine different countries. Kirk has held key roles at large corporate conglomerates, billion-dollar tech firms, and venture-backed start-ups.

Kirk is a CPA, earned his M.B.A. from Southern Methodist University, and received his B.S. in Information Systems, Accounting and Finance from Bowling Green University.

Click to see more.

LinkedIn

KOtis@mergerpartners.com

Kevin D. Swanson  Managing Director | Los Angeles  Kevin Swanson brings over two decades of global investment banking experience. Kevin has worked at Goldman Sachs, Salomon Brothers, Bank of America Securities, and Thomas Weisel Partners. In addition, he was a partner at the private equity firms of DMB Capital Partners Gibbons, Green, van Amerongen, one of the first and largest standalone groups in that business. His experience spans through all facets of investment banking and investment management including mergers and acquisitions, debt and equity capital raising, leveraged buyouts, public and private investing, and as a strategic financial advisor/board member.  Kevin received a B.A. from the University of Chicago, a Master of Science from the London School of Economics and an M.B.A. from the University of Chicago.   Click to see more.    LinkedIn   KSwanson@mergerpartners.com

Kevin D. Swanson

Managing Director | Los Angeles

Kevin Swanson brings over two decades of global investment banking experience. Kevin has worked at Goldman Sachs, Salomon Brothers, Bank of America Securities, and Thomas Weisel Partners. In addition, he was a partner at the private equity firms of DMB Capital Partners Gibbons, Green, van Amerongen, one of the first and largest standalone groups in that business. His experience spans through all facets of investment banking and investment management including mergers and acquisitions, debt and equity capital raising, leveraged buyouts, public and private investing, and as a strategic financial advisor/board member.

Kevin received a B.A. from the University of Chicago, a Master of Science from the London School of Economics and an M.B.A. from the University of Chicago.

Click to see more.

LinkedIn

KSwanson@mergerpartners.com

Ben McElhiney  Managing Director | Denver  Ben McElhiney brings an array of experience in the healthcare and pharmaceutical industries having served as CEO and other senior leadership positions in both PE-backed and Fortune 500 companies over the last 25+ years. Most recently, Ben served as CEO of one of the largest fertility businesses in the country, Village Fertility, CEO of Apothecary by Design (ABD), a URAC multi-site specialty pharmaceutical business, and worked in various roles at CVS Health in their Specialty Division. Ben also spent over 10 years at global drug maker, GlaxoSmithKline in various roles involving hospital and Oncology sales.  Ben earned his a B.S. in Finance from the University of Colorado at Boulder.   Click to see more.    LinkedIn   Bmcelhiney@mergerpartners.com

Ben McElhiney

Managing Director | Denver

Ben McElhiney brings an array of experience in the healthcare and pharmaceutical industries having served as CEO and other senior leadership positions in both PE-backed and Fortune 500 companies over the last 25+ years. Most recently, Ben served as CEO of one of the largest fertility businesses in the country, Village Fertility, CEO of Apothecary by Design (ABD), a URAC multi-site specialty pharmaceutical business, and worked in various roles at CVS Health in their Specialty Division. Ben also spent over 10 years at global drug maker, GlaxoSmithKline in various roles involving hospital and Oncology sales.

Ben earned his a B.S. in Finance from the University of Colorado at Boulder.

Click to see more.

LinkedIn

Bmcelhiney@mergerpartners.com

 
Charlie Callahan  Managing Director | Boulder  Charlie brings a career in the TMT, software, consumer and financial services to the team as a C-suite executive, turnaround leader, founder, director and investor. He was a lead partner at two global consulting firms, Arthur D Little and Booz Allen Hamilton, leading global technology services businesses. Subsequently, he led the worldwide software services business for Baan, a global enterprise software pioneer based in the NL, served on the Management Board and was a team leader in its sale. Charlie has led M&A projects, totaling over $1B, working for both buy and sell side interests in the US, Europe and Australia. His experience spans Fortune 100 technology, consumer, media and financial services industries.  Charlie earned a BS degree in Management Science from Penn State University.   Click to see more.    LinkedIn   Charlie@mergerpartners.com

Charlie Callahan

Managing Director | Boulder

Charlie brings a career in the TMT, software, consumer and financial services to the team as a C-suite executive, turnaround leader, founder, director and investor. He was a lead partner at two global consulting firms, Arthur D Little and Booz Allen Hamilton, leading global technology services businesses. Subsequently, he led the worldwide software services business for Baan, a global enterprise software pioneer based in the NL, served on the Management Board and was a team leader in its sale. Charlie has led M&A projects, totaling over $1B, working for both buy and sell side interests in the US, Europe and Australia. His experience spans Fortune 100 technology, consumer, media and financial services industries.

Charlie earned a BS degree in Management Science from Penn State University.

Click to see more.

LinkedIn

Charlie@mergerpartners.com

Steve Rouse  Managing Director | Idaho  Steve brings to the team experience as both an operator and an innovator. He started his career at Ford Motor Company then went on to work in the TMT, e-commerce, marketing, fraud prevention, online payments, and web design and marketing spaces. Steve has been successful working with both venture capital and private equity firms by being involved with incubating several companies which he has helped start and has served as Chief Operating Officer. Steve’s experience bringing companies from early stage to middle market has enabled him to be involved in M&A from the corporate side.  Steve received his Bachelor of Science in Accounting and Economics from Brigham Young University.   Click to see more.    LinkedIn   SRouse@mergerpartners.com

Steve Rouse

Managing Director | Idaho

Steve brings to the team experience as both an operator and an innovator. He started his career at Ford Motor Company then went on to work in the TMT, e-commerce, marketing, fraud prevention, online payments, and web design and marketing spaces. Steve has been successful working with both venture capital and private equity firms by being involved with incubating several companies which he has helped start and has served as Chief Operating Officer. Steve’s experience bringing companies from early stage to middle market has enabled him to be involved in M&A from the corporate side.

Steve received his Bachelor of Science in Accounting and Economics from Brigham Young University.

Click to see more.

LinkedIn

SRouse@mergerpartners.com

Trey Taylor  Analyst | Dallas  Trey joined Merger Partners after interning with the firm. Previously, he worked for Tarnhelm Capital, a middle market private equity firm, where he was charged with deal sourcing, financial analysis, and due diligence.  Trey earned his B.S. in Economics, B.A. in Sociology, and masters in Finance from Southern Methodist University.   LinkedIn   TTaylor@mergerpartners.com

Trey Taylor

Analyst | Dallas

Trey joined Merger Partners after interning with the firm. Previously, he worked for Tarnhelm Capital, a middle market private equity firm, where he was charged with deal sourcing, financial analysis, and due diligence.

Trey earned his B.S. in Economics, B.A. in Sociology, and masters in Finance from Southern Methodist University.

LinkedIn

TTaylor@mergerpartners.com