Our Team

With a team of seasoned professionals and a deep understanding of the securities industry, we work closely with our clients to develop customized solutions and provide guidance to ensure they are structured for success.

Leadership Team

harry mcmillan

Harry McMillan

Founder & Sr. Consultant

Meet Harry ➔

harry mcmillan headshot

David Delaney

President / Chief Compliance Officer

Meet David ➔

 

 

breanna helsley headshot

Breanna Helsley

Legal Assistant & Due Diligence

Meet Breanna ➔

vince-d'antonio headshot

Vince D'Antonio

Legal and M&A

Meet Vince ➔

kevin blackwell heashot

Kevin Blackwell

Head of Human Resources

Meet Kevin ➔

Affiliate Team

harry mcmillan headshot

Richard Barth

M&A Valuation Expert

Meet Richard ➔

harry mcmillan headshot

Greg Scheig

Asset Valuation Expert

Meet Greg ➔

harry mcmillan headshot

Richard Berman

M&A Banking

Meet Richard ➔

donna brown headshot

Harvey Kesner

Security Council

Meet Harvey ➔