Joe Saad     President    |  Dallas  Joe Saad, the founder of Merger Partners and a true entrepreneur at heart, brings to the firm a vault of private equity and M&A experience. Having worked with dozens of private equity firms nationally to perform acquisition search, and sell-side advisory services for over twenty-five years, Joe has extensive transaction and operating expertise in M&A spanning all sizes and across all sectors. Before founding Merger Partners, Joe began his career working in Venture Capital at Texas Pacific Capital Corporation, and management consulting at Keller 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, the founder of Merger Partners and a true entrepreneur at heart, brings to the firm a vault of private equity and M&A experience. Having worked with dozens of private equity firms nationally to perform acquisition search, and sell-side advisory services for over twenty-five years, Joe has extensive transaction and operating expertise in M&A spanning all sizes and across all sectors. Before founding Merger Partners, Joe began his career working in Venture Capital at Texas Pacific Capital Corporation, and management consulting at Keller Consulting Group.

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

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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.

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LinkedIn

CWorel@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.

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LinkedIn

SRouse@mergerpartners.com

Kevin DiGiovine     Managing Director  |  Chicago  Kevin DiGiovine brings to the team an extensive and unique corporate finance background. Kevin began his career JP Morgan then SunTrust Robinson Humphrey where he worked on private placements of debt and high-yield securities. Kevin then worked as Investment Director for Saudi Aramco Ventures where he led valuation and structuring of early stage and growth equity investments of a $200MM fund in the Middle East.   Kevin holds a finance degree from University of Illinois and his M.B.A. from University of Chicago Booth School of Business.    Click to see more.     LinkedIn    KDigiovine@mergerpartners.com

Kevin DiGiovine

Managing Director | Chicago

Kevin DiGiovine brings to the team an extensive and unique corporate finance background. Kevin began his career JP Morgan then SunTrust Robinson Humphrey where he worked on private placements of debt and high-yield securities. Kevin then worked as Investment Director for Saudi Aramco Ventures where he led valuation and structuring of early stage and growth equity investments of a $200MM fund in the Middle East.

Kevin holds a finance degree from University of Illinois and his M.B.A. from University of Chicago Booth School of Business.

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LinkedIn

KDigiovine@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.

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LinkedIn

KSwanson@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.

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LinkedIn

TFrederickson@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 Markets and Culture, and minors in Business Administration and International Studies 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 Markets and Culture, and minors in Business Administration and International Studies from Southern Methodist University.

LinkedIn

TTaylor@mergerpartners.com

Drew McCartney     Managing Director   | New York  Drew McCartney brings the perspective of being CEO of four successful private equity backed companies. Drew is a seasoned executive in the healthcare industry having worked building and scaling entrepreneurial organizations by meeting vital financial targets. Drew’s experience in positioning businesses for acquisition combined with M&A assignments on behalf of institutional capital, has contributed to his track record across business models with expertise in the Healthcare sector.   Drew holds a bachelor's degree in Government and Business from the University of Virginia.    Click to see more.     LinkedIn    Drew@mergerpartners.com

Drew McCartney

Managing Director | New York

Drew McCartney brings the perspective of being CEO of four successful private equity backed companies. Drew is a seasoned executive in the healthcare industry having worked building and scaling entrepreneurial organizations by meeting vital financial targets. Drew’s experience in positioning businesses for acquisition combined with M&A assignments on behalf of institutional capital, has contributed to his track record across business models with expertise in the Healthcare sector.

Drew holds a bachelor's degree in Government and Business from the University of Virginia.

Click to see more.

LinkedIn

Drew@mergerpartners.com