MEET OUR TEAM

Team

Relationships foster success

Working with us, you will experience a personal approach to M&A built on mutual trust and transparency. With many former entrepreneurs and industry executives on our team, we understand the unique challenges of your business. From creating the strategy to closing the deal, you can rely on our deep expertise and unwavering commitment to give you world-class financial advice.

Worldwide
350+
transactions closed every year
Worldwide
800+
advisors collaborating in 40 countries

Working with us, you will experience a personal approach to M&A built on mutual trust and transparency. With many former entrepreneurs and industry executives on our team, we understand the unique challenges of your business. From creating the strategy to closing the deal, you can rely on our deep expertise and unwavering commitment to give you world-class financial advice.

Worldwide
350+
transactions closed every year
Worldwide
800+
advisors collaborating in 40 countries

Dan Curran

Principal
Jacksonville, United States
Oaklins Heritage

Daniel Edelman

Principal
Jacksonville, United States
Oaklins Heritage

Mary Frosio

Principal
Jacksonville, United States
Oaklins Heritage

Joe Hawkins

Principal
Jacksonville, United States
Oaklins Heritage

Mac Holley

Principal
Jacksonville, United States
Oaklins Heritage

Alex Kellison

Principal
Jacksonville, United States
Oaklins Heritage

Doug Kravet

Principal
Jacksonville, United States
Oaklins Heritage

Joe Lemieux

Principal
Jacksonville, United States
Oaklins Heritage

John Montgomery

Principal
Jacksonville, United States
Oaklins Heritage

William R. Nicholson

Principal
Jacksonville, United States
Oaklins Heritage

Chad Potter

Principal
Jacksonville, United States
Oaklins Heritage

Bill Prescott

Principal
Jacksonville, United States
Oaklins Heritage

Oren Schmidt

Principal
Jacksonville, United States
Oaklins Heritage

Howard C. Serkin

Principal
Jacksonville, United States
Oaklins Heritage

Bill Sorenson

Principal
Jacksonville, United States
Oaklins Heritage

Don Wiggins

Principal
Jacksonville, United States
Oaklins Heritage

Mike Young

Principal
Jacksonville, United States
Oaklins Heritage

Robert Cilek

Director
Jacksonville, United States
Oaklins Heritage
Show more
No results found
There are no results for this search. Please make another filter selection to find the person you’re looking for.