Leadership

President

Mike Alberts
Principal
WestView Capital Partners

At WestView, Mike is responsible for leading new investment development and evaluation initiatives, including sourcing new portfolio company investments and identifying add-on acquisition opportunities across the firm's target sectors. His combined experience in private equity investing, business development and operations will further strengthen WestView's ability to identify attractive investment opportunities and build lasting partnerships with founders and management teams.

Prior to joining WestView, Mike served as Principal and Head of Business Development at Cohere Capital, where he sourced and helped manage private equity investments across multiple industries, including technology and business services.

Previously, Mike was Vice President of Operations at Shields Health Solutions, where he focused on strategic growth, business development and day-to-day operations serving the company's health system customers. Earlier in his career, Mike worked in private equity as a Senior Associate at Gauge Capital and in investment banking as an analyst at Houlihan Lokey and BB&T Capital Markets.

Mike received his B.A. in Markets and Culture (Behavioral Economics) and English from Southern Methodist University.

Vice President

Kate Soto
Partner
Mirus Capital Advisors

Kate Soto is a Partner with Mirus Capital Advisors and has over a decade of experience in mergers and acquisitions. She has advised dozens of clients on transactions in a variety of industries. She has closed deals with global companies, middle market and multi-billion dollar private equity firms, family offices, and leading industrial and technology companies. Her clients have ranged from closely-held and founder-owned businesses to public companies.

Prior to joining Mirus, she was employed by a middle market investment banking and valuation firm where she managed M&A and financing transactions. In addition, Kate has prepared valuation models and reports for clients, including 409(a) option valuations, purchase price allocations, and business enterprise valuations for purposes such as estate planning and litigation.

Kate received a BS from the Massachusetts Institute of Technology in Management with a concentration in Finance and a minor in Economics. She is a Certified Valuation Analyst and holds Series 7, 24, 63, and 79 certifications from FINRA. Kate serves on the board of directors of the New England chapter of the Alliance of M&A Advisors.

Directors

Katy Booth
Director, Financial Operations
Bridgepoint Consulting

Katy Booth is the Director of Financial Operations and Boston market leader at Bridgepoint Consulting. She joined the firm in 2018 as part of the Systems Integration practice in Austin, TX, where she spent three years leading NetSuite implementations across diverse industries. In 2022, she relocated to Boston to spearhead Bridgepoint’s expansion into the New England market. In this role, Katy partners with C-suite executives to drive strategic finance and accounting initiatives and provide interim leadership support.

Before joining Bridgepoint, Katy spent seven years at EY in McLean, VA. She began her career in assurance services, auditing public and private companies, before moving into the Finance Operations Improvement consulting practice, where she led large-scale strategic initiatives in the Banking & Capital Markets sector.

Katy earned her Master of Accounting from The College of William & Mary and B.S. in Accounting Control Systems from the University of North Texas. She is a former NCAA Division I soccer player competing for the University of Memphis (2005–2007) and the University of North Texas (2007–2009). Katy is a licensed CPA in the state of Virginia.

In her free time, Katy can be found staying active and exploring New England through running, hiking or snowboarding—or balancing it out in the kitchen cooking and sipping wine with her husband and their Bernese puppy.

Kristen Ferris
Director
Goulston & Storrs

Kristen Ferris is a Director in the Corporate group at Goulston & Storrs and an experienced corporate and M&A lawyer who has led numerous sell-side and buy-side transactions across a wide range of industries. She advises companies, investors, and founders on mergers and acquisitions, private equity and venture capital transactions, and general corporate matters across the full business lifecycle, from formation and financing to growth and exit.

Kristen also serves as co-chair of the firm’s Strategic Growth Committee, helping lead ongoing efforts to enhance and expand the firm’s corporate practice. Beyond her client work, she is committed to giving back through pro bono service and regularly advises entrepreneurs, small businesses, and not-for-profit organizations on formation, governance, and related corporate matters.

Paul Koeniger
Managing Director
Bertram Capital

Paul focuses on Bertram’s sourcing and origination efforts, managing intermediary relationships and direct company outreach. His responsibilities also include assessing new investment opportunities and assisting the sell side selection process.

Sandra Mason
Managing Director, Capital Markets
Audax Private Equity

Sandra is a Managing Director in Capital Markets at Audax Private Equity, based in Boston. Prior to joining Audax in 2017, Sandra was a Vice President at Energy Capital Partners where she focused on providing flexible capital solutions to middle market energy companies. Prior to Energy Capital Partners, Sandra was a Director at Barings. Sandra received a B.B.A from the University of Michigan.

Kristen R. Miale
Managing Director
Caswell Advisory Group, LLC

Kristen has a diverse background spanning non-profit and for-profit sectors. As managing director of Caswell Advisory Services, she assists business owners by facilitating the process of transitioning their organizations to new ownership. Prior to this role, she served as president of Good Shepherd Food Bank of Maine, where she led the organization through several transformational growth periods. She co-founded its for-profit subsidiary, Harvesting Good, a vegetable processing company whose mission is to strengthen small farms, improve access to local, nutritious food for all, and support ending hunger programs in the northeast. Prior work includes advisor to a family office overseeing micro- and small-cap public and private equity investments and served on the leadership team of a start-up consumer catalogue and e-commerce business. Kristen is active on several boards including MEMIC, Harvesting Good, FocusMaine, and Habitat for Humanity of York County.

Brigid Morrissey, CPA, MBA, MST
Partner
CohnReznick

Brigid Morrissey, CPA, MBA, MST, is a tax partner in CohnReznick’s Financial Sponsors and Financial Services Industry Practice. Based in the Boston office, Brigid works with investment management firms throughout all stages of their lifecycle from formation to wind-down, providing strategic tax planning, compliance, and structuring for both debt and equity strategies. Brigid assists investment firms and their principals in navigating the complexities of carried interest and tax allocations with an understanding of their unique investor needs, as well as addressing multi-state and international tax issues. She is active in CohnReznick’s Small Business Investment Company (SBIC) niche practice. Brigid’s responsibilities include client and engagement management, along with business development throughout the New England market.

Throughout her career, Brigid has worked with companies across multiple industry segments, including manufacturing and distribution, real estate, retail, international shipping, and technology, many of which are held by private equity and venture capital sponsors. She has provided closely-held corporations, partnerships, and high-net-worth individuals with a wide range of tax-related services, including selection of and changes in accounting methods, tax credit advisory services, cost segregation studies, representation before the IRS and other taxing authorities, and tax advisory services to businesses and their owners for various M&A transactions.

Early in her career, Brigid gained extensive experience within the construction industry at a regional accounting firm, providing services to nationally and regionally recognized general contractors, specialty trade subcontractors, material suppliers, and architect and engineering firms.

Kyle Murphy
Managing Director, Head of Sponsorship Coverage
Hilco Global

Kyle Murphy currently serves as a managing director at Hilco Global, a special situations merchant bank headquartered in Chicago. He leads their business development & private equity sponsor coverage efforts for New England.

During Kyle’s 16 + year career in banking, he has served roles at J.P. Morgan’s Middle Market Banking Group and Wells Fargo Capital Finance. Mr. Murphy began his career at New Stream Capital a multi strategy credit opportunity fund. He has been involved in ACG and attending events around the Northeast for over 14 years. He recently chaired the Deal Hunters committee for ACG Boston. In 2019, he was the recipient of the ACG Emerging Leader Award. Kyle’s also an active member of the Secured Finance Network and Turnaround Management Association.

Kyle graduated from Western Connecticut State University with a bachelor’s degree in business administration and a minor in economics. He’s a licensed investment banker holding his Series 79 and 63 with Hilco Corporate Finance, LLC member FINRA and SIPC. Additionally, Mr. Murphy is an active committee member of the Cape Cod YMCA. He’s also an avid power boater and saltwater angler.

Gus Phelps
CEO
Jamieson Corporate Finance

Gus Phelps is CEO of the US business where he leads Jamieson’s United States and North American practice working closely with management teams, founders and stakeholders.

Prior to joining Jamieson, Gus led the Private Capital investment strategy at Polen Capital and previously was a Partner at Summit Partners. Before that, he was the founding member of Seacoast Partners, a boutique investment bank. Gus has held regional President roles at both Association for Corporate Growth and Security Traders Association.

Gus has an BA from Trinity College and an MBA from Cornell University.

Gabrielle Piasio
Head of Fund and Sponsor Banking
Grasshopper Bank

Gabrielle Piasio brings 19 years of diverse, top-performing commercial banking experience to the commercial lending team at Grasshopper Bank. In this role, Gabrielle continues her focus on providing financing for sponsor-backed, lower-middle market M&A transactions on a national level. A passionate ESG activist, Gabrielle recently earned an Executive Certificate for ESG Strategists from Wharton Executive Education. She also has Bachelor's and MBA degrees from Florida State University. Gabrielle lives in Winthrop with her daughter and dog.

Anabelle Skalleberg
Principal
SagePath Capital

Anabelle Skalleberg is a Principal at SagePath Capital, where she focuses on sourcing, evaluating, and executing control investments in lower-middle-market companies, as well as supporting portfolio management and strategic initiatives across the firm’s holdings. Prior to SagePath Capital, she was a Principal at The Watermill Group. Earlier, she served on the M&A team at Flight Centre Travel Group (ASX: FLT) and, from 2012 to 2018, worked at Pine Street Capital Partners.

Anabelle serves on the Board of Directors of United South End Settlements, a Boston nonprofit helping families achieve economic mobility. She holds a BA from Pontificia Universidad Católica Madre y Maestra and an MBA from Babson College’s F.W. Olin Graduate School of Business.

Lynn Sommer
Managing Director
Alvarez & Marsal Valuation Services, Transaction Opinion Practice

Lynn Sommer is a Managing Director with Alvarez & Marsal Valuation Services in Boston, in the Transaction Opinion practice. She specializes in providing fairness and solvency opinions for public, private equity-backed, and other private business enterprises.

With more than 20 years of valuation experience, Ms. Sommer has provided transaction opinions and valuation analyses across a wide range of industries, with particular depth in life sciences, technology, and real estate.

Ms. Sommer earned a bachelor's degree in Economics from Colgate University and an MBA in Finance and Accounting from New York University's Stern School of Business. She is an Accredited Senior Appraiser (ASA) with the American Society of Appraisers. A frequent speaker on valuation topics, Ms. Sommer currently serves on the boards of ACG Global and ACG Boston, and has previously chaired several committees for the Association for Corporate Growth in Los Angeles and Boston. She is also a member of the Alliance of Merger & Acquisition Advisors and a member of the Boston Estate Planning Council's Governance Committee.

Louise Wager
SVP, Private Banking
BNY Wealth

Louise Wager is a career commercial lender and private banker with over 30 years experience in developing and managing banking relationships for businesses, private clients, family offices, entrepreneurs, private equity firms, foundations and not-for-profit organizations. Louise has extensively engaged with her clients to achieve profitable and sustainable growth and is actively involved in supporting their liquidity needs, from the sourcing and structuring of complex transactions to the provision of capital to fund ongoing expenses.

Louise is a senior private banker with BNY Wealth based in Boston and joined the firm in 2015. Prior to BNY Louise worked for TD Bank in Boston and in Metro Washington DC as an SVP in commercial lending. Over the course of her career Louise held various positions in banking, including manager of a specialty lending group for United Bank in Virginia and VP of corporate banking for Bank of America in Washington, DC.

Louise has served on not-for-profit, philanthropic and community boards and organizations, both in the Washington DC metro area and in Boston and was recently appointed to the Board of ACG Boston.