Partner of Blue Point Capital Seattle, Mark Morris joined the group in Cleveland in 1 996 and relocated to the Seattle office in early 1997. Prior to joining the group, Mark spent time in a variety of groups within KeyCorp, including Structured Capital Markets and Investment Banking. Currently, Mark serves on the Miami University Farmer School of Business Finance Advisory Board, and serves as a director of Selmet, Russell Hendrix and SASE.
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. He has significant experience representing clients in domestic and international mergers and acquisitions and joint ventures. Throughout his career, Duff has also advised and assisted numerous clients in forming, capitalizing (through both debt and equity) and maintaining domestic and foreign entities. Duff served as the chair of the firm's M&A subgroup from 2006 to 2017 and is a frequent speaker on M&A topics.
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.
Scott Appel is Managing Partner of the Seattle practice of NextLevel, and responsible for business growth throughout the region, and vetting talent from executive finance, operational and technology disciplines. Scott has over 30 years of professional experience providing public and private companies with accounting, auditing, financial reporting and business advisory services. He specializes in
Securities and Exchange Commission (SEC) reporting, regularly consulting with public companies on matters related to SOX 404 and GAAP compliance. Scott also has significant experience providing due diligence and other services to support major transactions, including mergers and acquisitions, public offerings and private placements. His hands-on experience as a CFO and COO enables him to relate to the challenges facing business leaders, and identify a solution that complements a client's business objectives.
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, Paul 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 $1 00 million.
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, Jim 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. Jim has more than 25 years of experience in the financial services industry in leadership positions in the United States and international locations. Jim serves on numerous boards in the Seattle area and is a current Board of Trustees of the ARTSFUND of Washington.
Becky Beers is a Commercial Banker with US Bank in Seattle. Becky orchestrates banking solutions—including financing, payment efficiency, and facilitating international transactions— for companies with revenues ranging from $20 million to $500 million in a variety of industries. Becky has 17-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 her current role as a Commercial Banker. Becky draws on her diverse background to deliver comprehensive solutions to her clients, employing the full capabilities of the Bank.
Michael Black is a Managing Director with First Hill Partners. Michael has more than 20 years of experience in investment banking as well as principal investing. He has participated in a variety of Mergers & Acquisitions and Equity Offering transactions throughout his career. Prior to joining First Hill Partners, Michael was a Managing Director at Zachary Scott & Co., where he led the firms efforts in the Industrial Technology sector. While at Zachary Scott & Co. he advised private and public companies on transactions in the Aerospace, Defense, and Industrial sectors for both manufacturing and distribution companies. Before joining Zachary Scott & Co., Michael ran a search fund to acquire control positions in lower middle market companies. Prior to his search fund, he was a Managing Director in investment banking with D.A. Davidson & Co. where he led the Semiconductor Manufacturing and Electronics Value Chain sectors. Michael began his investment banking career as an Associate with Piper Jaffray. Prior to Michael's career in finance, he was a Design Engineer.
David Clarke is a Partner in the Corporate group at Perkins Coie LLP. David's 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, David 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, David 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 & 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 as well as 16 years of experience with Microsoft primarily in merger & acquisitions and business development roles.
Tod Finley is Executive Director and Market Executive with Chase. He managers Chase's Middle Market Commercial Banking team that covers Seattle, Bellevue and the North Puget Sound markets. Tod has more than 22 years' experience in commercial and business banking. He has more than 29 years in Banking. Tod has worked at Chase since 2009. Prior to Chase Tod worked at Bank of America where he worked for more than 18 years.
Todd Marker is a Founding Partner of Alpine Pacific Capital, a private equity firm focused on lower middle market acquisitions primarily in the western region of the U.S. Prior to founding Alpine Pacific, Todd was a Managing Director at Montlake Capital where he participated in building the portfolios of two funds over nearly ten years. Earlier in his career, Todd spent time at another Seattle-based private equity firm, held leadership positions at a venture-backed technology company and was part of an acquisitions team that helped build the largest full-service car wash chain in the U.S. He currently serves as Chairman of Ellipse Global and is also on the board the Seattle chapters of GenNext and the National Football Foundation & Hall of Fame.
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, Sean 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.
John O'Dore is co-founder of Chinook Capital Advisors, based in Kirkland, Washington. Together with co-founder, Ed Kirk, they serve the needs of local lower middle-market owners of privately held businesses in the Pacific Northwest - namely Washington, Oregon and Idaho. Clients generally have EBITDA from $1 million to $5 million, and businesses valued $5 million to $25 million. John has advised business owners and shareholders for more than 25 years while working in leading investment banking firms such as Seattle-based Meridian Capital and global investment banking firms Credit Suisse First Boston, Merrill Lynch and Bank of America. He has closed over 100 company sale, recapitalization, financing and merger & acquisition transactions in multiple industries. John also brings both a local and global perspective to transactions having lived in Asia for over 20 years in China, Hong Kong, Taiwan, and Singapore.
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. Ken 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.
Cliff Rudolph is a Shareholder, VP, and leads the Manufacturing Practice Group for Parker, Smith & Feek - an 80-year-old Insurance and Risk Management Firm with annual revenues in excess of $50,000,000 and over 200 employees with offices in AK, OR, and HQ'd in WA. 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. Cliff started his insurance career in 2003 after a career in Manufacturing. He has held executive roles at GE, Berkshire Hathaway, and Safeco Insurance. Cliff has rich board level experience holding board positions with NAAP, IIABW, and PIA along with several other committee roles.
Garrett Thomsen is a Vice President within the Mergers & Acquisitions group of BMO Capital Markets. He advises business owners on both the buy and sell side of the transaction process and has more than 13 years of M&A, experience as an advisor and investor. Garrett specializes in middle market transactions in the Pacific Northwest and has significant experience advising clients in many industries including food and ag, manufacturing and distribution, healthcare, business services and software. Prior to joining BMO via its acquisition of Greene Holcomb Fisher in 201 6, he executed transactions at Moss Adams Capital, 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. Becky has extensive expertise helping small to mid-size 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., Becky 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, Becky 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 UK and France.
Ron Wilkowski is an independent financial advisor that helps companies structure their balance sheet for acquisitions or internal growth. Wilkowski has a long history helping companies navigate the current economic climate as a trusted advisor that 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 his clients. Ron has specialized in consumer products and business services, but has extensive experience structuring complex transactions in a wide variety of industries.