Lisa Clarke is senior managing director of executive services with E78 Partners. She has 25 years of experience serving in operating roles for organizations in the manufacturing, technology, and services industries, and has held executive roles across a wide range of operating disciplines in startup and mid-market companies. She has a track record of success building business infrastructure and leading large-scale growth and transformation initiatives. Her background has afforded her deep exposure to internal teams, Boards of Directors, and investor stakeholders. Lisa started her career as General Manager of the Custom Power Products division of Interpoint Corporation, a microelectronics and medical device manufacturer. After the company sold and spun off a division as a separate, public company, Lisa spent nearly 10 years in the big data storage industry at Advanced Digital Information Corporation (NASDAQ: ADIC). She held progressively responsible executive leadership positions in Channel Sales, Global Services, EMEA General Management (based in Paris) and as Co-EVP of Products, Sales and Service. During her tenure, the company conducted a secondary offering and completed many acquisitions, growing from less than $20M to over $460M in revenues. After a very successful exit, Lisa joined Rally Marketing Group, a VC-backed experiential marketing services platform company, where she was Chief Operating Officer, then Chief Executive Officer and Board Chair. Her next adventure was to facilitate the spin out of Amplero, where she became Chief Business officer of this Artificial Intelligence marketing software startup
Sharon Gregory is a partner with Moss Adams. She has been in public accounting since 2000. She has experience directing all phases of audits, including control testing, fieldwork, and report preparation for a variety of clients. Sharon works primarily with apparel and consumer-based companies, including those with retail, hospitality, and manufacturing and distribution operations. She is actively involved with her clients from planning to ultimate engagement completion, as well as throughout the year to stay up-to-date on the developments and activities of the company.
Stephen McKay is a shareholder with Karr Tuttle Campbell and focuses his practice on mergers and acquisitions as well as corporate finance and emerging company representation. He has advised both private and public companies on a wide range of needs. McKay’s clients include purchasers from independent sponsors to strategic acquirers and sellers in a variety of fields, such as manufacturing, aerospace, and software. He has worked closely with both entrepreneurs to structure their new business ventures and raise startup capital and investors looking to evaluate potential investments in growing companies. McKay has worked on numerous acquisitions on both the buy and sell sides. He is member of the firm’s Business and Finance Department.
John Amato is managing partner for Lake Street Capital Partners.
Jim Barnyak is regional president for BNY Mellon Wealth Management in the Pacific Northwest and Mountain States regions. In this role, he leads all portfolio management, client service and new business development activities within the two regions. Jim is also responsible for running all Fiduciary and Trust business in the West Region of the United States. In addition, hi is the co-chair for the M&A Business Owners National Practice Group and is the founder and past chair of the Family Law National Practice Group and speaks nationally at conferences on valuation. He joined the firm in Spring of 201 1, where he was managing partner of one of the largest RIA on the West Coast. Prior to that, he served as managing director and head of Citi Smith Barney-Australia and oversaw private banking, wealth management and capital markets. Barnyak has more than 25 years of experience in the financial services industry in leadership positions in the United States and international locations. He serves on numerous boards in the Seattle area and is a current member of the Board of Trustees of the ARTSFUND of Washington
Katie Bellows is a Managing Director at Cascadia Capital, responsible for business development and new client origination. Her primary focus is to connect Cascadia’s industry and market expertise with the needs of business owners, entrepreneurs and family business leaders in the Pacific Northwest and beyond. Prior to Cascadia, Katie was a Senior Vice President, Business Development Executive at Bank of America, based in Seattle. Her coverage area included the Pacific Northwest, where she was responsible for identifying prospective middle market clients, developing relationships with business owners and executives, and delivering the full range of Bank of America’s solutions, which included investment banking. Prior to Bank of America, she spent nine years at GE Capital, overseeing the Pacific Northwes
Michael Black is a managing director with First Hill Partners. He has more than 30 years of experience spanning investment banking, principal investing, and engineering. He has led numerous mergers and acquisitions and equity offerings. Prior to joining First Hill Partners, Michael was a managing director at Zachary Scott & Co., leading the firms efforts in the industrial technology as well as aerospace sectors. Black also ran a search fund to acquire control positions in lower middle market companies. Prior to his search fund, he was a managing director with D.A. Davidson & Co., where he built and led the semiconductor manufacturing and electronics value chain investment banking practice. Black began his investment banking career as an associate with Piper Jaffray. Prior to his career in finance, he was a design engineer.
Christina Chan is a corporate attorney with a focus on mergers and acquisitions, equity financings, and other significant business transactions. Christina focuses her M&A practice on three sectors: Healthcare, Digital health, and Technology.
Mogan Dipo is senior vice president of global commercial banking for Bank of America.
Patrick Donka is chief financial officer for CHRONOS AI. Previously, he was Vice President and business development officer for Wells Fargo Commercial Bank. Patrick has over 30 years of experience as a financial executive including CFO/COO roles in various industries and 16 years of experience with Microsoft primarily in merger and acquisitions and business development roles.
Tod Finley is senior vice president commercial banking at KeyBank. Previously, he was a commercial banking executive director and market executive with JP Morgan Chase. Tod has more than 35 years or industry experience.
Kirsten Koester is of counsel with Stoel Rives LLP. She has extensive experience advising growth-stage and established companies on mergers and acquisitions, financings, and complex restructurings in transactions often involving private equity sponsors and international parties. She also provides counsel to clients in general business matters including entity formation and structure, joint ventures (real estate and corporate), commercial agreements, corporate finance and corporate governance. Before joining Stoel Rives, Kirsten was an attorney at Polsinelli PC (2018–2019) and at Foster Pepper PLLC (2006–2018). Earlier in her career, she worked as assistant vice president, asset management, in the Customized Fund Investment Group at Credit Suisse First Boston.
Tyler Lounsbery is principal with CliftonLarsonAllen (CLA) Seattle. He joined CLA in 2011 and specializes in transaction advisory services, including quality of earnings assessments, working capital analysis, and transaction structuring for private equity firms, strategic buyers, and proactive sellers. He also provides financial statement assurance and tax services to private equity portfolio companies and closely held businesses.
Ken O'Hare is a partner with RSM in Seattle providing over 20 years of experience in tax consulting to middle market private clients and family offices. He rejoined RSM after being the tax director for a large family office providing tax consulting regarding structuring of private equity, venture capital and hedge fund, and private company transactions, including mergers and acquisitions. O'Hare brings experience in tax diligence and advisory services for private company acquisitions and dispositions, planning regarding financial products, in-depth knowledge of LLC and partnership allocations, tax planning for financially troubled companies (including debt forgiveness and NOL preservation), and extensive research and analysis of a wide range of tax issues related to business transactions.
As a senior vice president at Cascadia Capital, Scott Porter is focused on client relationships in the food and agricultural sectors. His practice is focused on mergers and acquisitions, recapitalizations, restructurings, and private placements. He joined Cascadia Capital from Moss Adams Capital, where he covered a wide variety of industries and transactions, with extensive focus on agribusiness sellside, buyside, and strategic advisory assignments. Previously, Porter was a commercial banker with Wells Fargo Bank, covering large food and agribusiness companies throughout California and the West Coast. He is registered with FINRA, holding the Series 79 and 63 licenses.
Cliff Rudolph is a shareholder and VP, and leads the Manufacturing Practice Group for Parker, Smith & Feek - an 80-year-old insurance and risk management firm. He focuses on mid to large private and family- owned organizations (excess of $50,000,000 in revenue) throughout the Pacific Northwest and beyond and has significant expertise in M&A transactional insurance products. Rudolph started his insurance career in 2003 after a career in manufacturing. He has held executive roles at GE, Berkshire Hathaway, and Safeco Insurance. Rudolph has rich board-level experience holding board positions with NAAP, IIABW, and PIA, along with several other committee roles.
Martha Sandoval is partner and firmware co-chair of food and beverage industry group with Perkins Coie. She has extensive experience in the areas of mergers and acquisitions, corporate governance, private placements and debt financings. Martha advises startups, closely-held and family-owned businesses, and general partners, managers of, or investors in limited partnerships and limited liability companies. Martha serves CPG, retail, technology, energy, automotive and manufacturing companies. Martha brings a strong business perspective to her practice. She works closely with business owners to support their business vision through the lifecycle of their companies. Martha’s core practice also involves advising clients on strategic transactions and negotiating commercial contracts including contract manufacturing (co-pack), service, distribution, supply, and manufacturing (including private label) agreements, as well as operating agreements, limited partnership agreements and shareholders agreements.
Garrett Thomsen is a director in the Mergers & Acquisitions group of BMO Capital Markets. He advises business owners on the sale of their business and has more than 14 years of M&A, experience as an advisor and investor. Thomsen specializes in middle market transactions in the Pacific Northwest and has significant experience advising clients industries such as food and agriculture, manufacturing and distribution, healthcare, business services, and software. Prior to joining BMO via its acquisition of Greene Holcomb Fisher in 201 6, he completed transactions at Moss Adams Capital, The Riverside Company, The Riverside Company, and St. Charles Capital (now part of KPMG Corporate Finance).
Becky Todd is a partner with CFO Selections and leads the Western Washington Practice. She is an experienced financial leader with over 20 years of experience in a diverse set of industries including aviation, software, retail, and nonprofits. Todd has extensive expertise helping small to mid-sized companies gain control over their accounting/ finance operations and apply their financial assets, smartly and strategically, to support the accomplishment of key corporate objectives. In addition to her deep technical accounting background, As VP of Finance & Administration and CFO of Naverus, Inc., Todd successfully closed Series B, Series C, and Series D rounds of preferred stock financing. She played a key role in building the financial and operational infrastructure necessary to support the growth of the company. In addition, Todd played the lead Finance role in acquisition discussions with potential buyers that resulted in the successful sale of the company to GE. Her international experience includes opening offices in Beijing, Brisbane, and Vancouver, Canada, as well as managing offices in the United Kingdom and France.
C.J. Voss is partner with K&L Gates. He has a corporate transactions practice that spans the business lifecycle, from start-up through exit. For established companies, C.J.'s practice focuses on advising business owners, senior management, and boards of directors on strategic transactions including mergers, acquisitions, recapitalizations, securities offerings, and joint ventures. C.J. has advised on both buy- and sell-side M&A transactions and has served as issuer and underwriters’ counsel in IPOs and follow-on offerings. C.J. also has significant experience advising public companies on securities disclosure and compliance matters and corporate governance issues. At the start-up and growth stages, C.J. advises entrepreneurs and emerging growth companies on business formation and founders’ issues and early stage growth financings. C.J. has represented clients in many sectors, including the food and beverage, aerospace, forest products, energy, manufacturing, life sciences and medical device, healthcare, software and information technology, retail, and financial services industries.