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
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.
Paul Bailey joined CliftonLarsonAllen as a principal in 2010 and specializes in serving privately held businesses and their owners. He works with business owners in improving profitability, reducing risk, growing enterprise value, and planning for succession. Additionally, Bailey serves in auditing, consulting, and advisory services to various clients primarily in the manufacturing and distribution industry. Paul serves as the managing principal of the Bellevue office and is responsible for services provided to several clients with revenue ranging from $10 million to over $100 million.
Becky Beers is a commercial banker with US Bank in Seattle. She orchestrates banking solutions—including financing, liquidity management, payment efficiency, and international transactions—for companies with revenues ranging from $50 million to $3 billion and is focused on manufacturing industry. Beers has 18-years of banking experience in a variety of roles, including positions as a commercial banking credit analyst, private banking relationship manager, and cash management advisor, prior to establishing herself as a trusted commercial banker for the past seven years. Beers draws on her diverse background to deliver comprehensive solutions to her clients, employing the full capabilities of the bank. She obtained her NASD Series 7 license in 2005. She also serves on the Corporate Advisory Board for the Washington Chapter of the Cystic Fibrosis Foundation.
Katie Bellows is a senior vice president with Bank of America’s Global Commercial Bank in Seattle. She is responsible for new business and Bank of America’s external brand in the Pacific Northwest. Bellows covers companies ranging from $50 million to $2 billion in revenue, both public and private companies spread across diverse industries. She arranges banking solutions—including lines of credit, real estate financing, international treasury, and investment banking. Bellows has 15 years of experience in the financial industry. She has been with Bank of America for six years, and prior to that, she spent nine years at GE Capital in a variety of roles. She holds series 7 and 63 licenses.
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.
Duff Bryant is a partner of Stoel Rives LLP and serves as the practice group leader for the firm's Corporate group. Duff focuses his practice on significant business transactions for companies in a wide range of industries and at various stages of growth. Bryant has significant experience representing clients in domestic and international mergers and acquisitions and joint ventures. Throughout his career, he has also advised and assisted numerous clients in forming, capitalizing (through both debt and equity) and maintaining domestic and foreign entities. He served as the chair of the firm's M&A subgroup from 2006 to 2017 and is a frequent speaker on M&A topics.
David Clarke is a partner in the Corporate group at Perkins Coie LLP. His practice focuses on mergers and acquisitions, majority and minority recapitalizations, private equity and growth equity transactions, venture capital financings, and corporate restructurings. With over 25 years of experience, Clarke has represented buyers, sellers and investors across a wide range of industries, including consumer and retail, distribution, transportation and logistics, manufacturing, business services, technology, and healthcare. In addition to transactional work, Clarke acts as outside general counsel to many privately held clients, and serves as a key advisor as they evaluate strategic alternatives. In addition to ACG, David serves on the board of trustees of Rainier Scholars and the Technology Alliance of Washington.
Stephan Coonrod is a partner of K&L Gates. He has a domestic and international business practice centering on acquisitions, venture capital and other equity investments, transborder transactions, trade issues and technology transfers. In addition, Stephan handles general corporate matters for the firm's clients.
Patrick Donka is a vice president and business development officer for Wells Fargo Commercial Bank. He is responsible for all industries as well as product areas of the 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 a commercial banking executive director and market executive with JP Morgan Chase. He focuses on the upper end of the middle market and provides financing and treasury solutions for companies with revenues ranging from $100 million to $500 million. Finley has more than 32 years or industry experience. He has worked at Chase since 2009 and, prior to that, at Bank of America for more than 18 years.
Sean McCann chairs Davis Wright Tremaine's national business and tax practice group. He advises clients on significant transactions, with a focus on complex acquisitions, dispositions, mergers, joint ventures and restructurings. In addition to his transactional practice, McCann counsels boards and management teams on strategic and governance matters and serves as outside general counsel to several privately held and multi-generational family businesses. He has extensive experience advising clients in the manufacturing, distribution, food and beverage, real estate, and professional services industries.
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.
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.
As director of Acquistions at MJS Investors, Ron Wilkowski is responsible for helping this family office identify and execute investment opportunities. Wilkowski has a long history helping companies navigate the current economic climate as a trusted advisor who consults on strategic decisions, capital structure, and operational efficiencies. His strong relationships with the local finance community, investment banks, and private equity groups are an asset to any transaction. Wilkowski has specialized in consumer products and business services but has extensive experience structuring complex transactions in a wide variety of industries.