Jim Altman

Middle Market Banking Regional Executive- PA and WVA
Huntington

As a high-energy and tenured business leader, Jim is a proven banking and financial services professional known for providing innovative and effective ideas to help companies grow, increase profitability, manage more efficiently and exceed client business objectives. He works collaboratively with all of his business partners to tailor impactful solutions to each of his clients. Jim is known for his challenger-based ideas that encourage clients to consider changing the status quo by providing options and continuous improvement strategies. Jim has over 35 years of banking experience.

Eric Anderson

Executive Director
J.P. Morgan

Eric is an Executive Director in the Mergers & Acquisitions group of J.P. Morgan. He focuses on advisory services to clients across industries and geographies. Eric dedicates his time to clients in the middle market space. His extensive experience includes buy-side, sell-side and separation transactions involving both public and private companies and subsidiaries. He has also advised clients related to Shareholder Activism and Corporate Defense. Eric earned an MBA with High Honors from the University of Chicago Booth School of Business and a B.S. in Finance and Management Information Systems from Boston College.

Tom Bakaitus

Partner
Louis Plung & Company

Tax Partner with Louis Plung & Company. Have 35 years experience primarily in tax. Focus area is transaction analysis. Undergraduate California University of PA. Masters in Tax from Duquesne University. Prior to Louis Plung I was regional managing partner and firmwide Director of Tax with a regional firm.

Nick Battaglia

CFO
Prism

Nick Battaglia is the CFO of Alloy Group. Alloy Group is a $130 million environmental specialty contractor specializing in environmental remediation, demolition and environmental engineering across the United States. Prior to joining Alloy Group, Nick has served middle market companies in the financial services and manufacturing industries for over 25 years.

Brian Baum

Managing Director
Interchange Capital Partners

Brian is the Managing Director of Interchange Capital Partners. In this role he oversees strategic initiatives of the company with a specific focus on the Family Business and Entrepreneur client segment. His focus is on helping owners think through, build and execute on a value acceleration and transition strategy for the shareholders. He believes that at its core exit planning combines the plan, concept, effort and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer, and social capital. The future of each owner, their family, and their business are addressed by exit planning through creating value today.

Brian is also the President of the Pittsburgh Exit Planning Chapter, which he helped found in 2019. The chapters mission is to give business owners a forum to get educated on true exit planning – how to build a valuable and transferable business through a proven process. He graduated from Penn State with a Bachelors in Psychology and a minor in Business. He is a Certified Exit Planning Advisor and a CFP.

Richard Beard

Senior Vice President, Tax and Treasurer
Matthews International Corporation

Rich currently leads the Tax and Treasury functions for Matthews International and its subsidiaries.  Additionally, Rich is the corporate function lead for Matthews’ project management office (“PMO”) where he provides strategic advice on the establishment of our global shared service centers and digital transformation.

During Rich’s six years of experience at Matthews, he has led strategic tax planning, financial accounting for income taxes and other tax initiatives, and various treasury initiatives including cash acceleration, foreign exchange risks, and debt refinancing.  Rich has helped Matthews digital financial transformation by leading the establishment of the robotic process automation (“RPA”) center at Matthews and the implementation of Alteryx analytic process automation (“APA”).  Within a year of use of RPA and APA, Matthews has saved over eight thousand hours of work and greatly reduced its intercompany foreign exchange risks.

Prior to Matthews, Rich was Vice President of Taxes at Kraft Heinz Company, leading much of its tax department functions and planning.  Rich also spent significant time working at PricewaterhouseCoopers LLP in Pittsburgh where he was the Tax Consulting Service Lead for various large international clients.  Rich graduated summa cum laude with Honors with a B.A. in Accounting from Westminster College and obtained his Master of Science in Taxation from Robert Morris University. 

Murad Beg

Partner
Provariant Equity Partners

Murad is a partner with Provariant Equity Partners. His responsibilities include sourcing and transacting new investments, as well as managing portfolio company oversight. Murad also provides leadership in deal sourcing to ensure consistency and quality.

Loretta Benec

Former VP, General Counsel & Corporate Secretary
Formerly of The ExOne Company

Loretta L. Benec, Esq. is an accomplished corporate and securities lawyer with experience executing a variety of business transactions in the United States and around the world.  Most recently, Ms. Benec served as Vice President, General Counsel & Corporate Secretary of The ExOne Company, a Nasdaq-listed 3D printing manufacturer, where she led the legal team in its successful merger with Desktop Metal, Inc. at the end of 2021. Ms. Benec joined ExOne in October 2017 and had previously provided corporate and commercial legal services as General Counsel to Cumberland Highstreet Partners, Inc., a manufacturing consulting business. Ms. Benec was Assistant General Counsel & Secretary for RTI International Metals, Inc. (now Howmet Aerospace Inc.), a NYSE-listed global supplier of advanced titanium products primarily to the commercial aerospace market, from 2010 until its acquisition by Alcoa in 2015.  Prior to RTI, Ms. Benec enjoyed a more than twelve-year career in the law department of H. J. Heinz Company (now The Kraft Heinz Company), a NYSE-listed global packaged food company.

Ms. Benec received a B.A. in History with High Honors, cum laude from Dartmouth College in 1992 and a J.D., cum laude, from the University of Pittsburgh School of Law in 1995.

For over twenty years Ms. Benec has served in a variety of volunteer roles and on the Board of Directors for the Women’s Center & Shelter of Greater Pittsburgh, currently as Chair of the Civil Law Project and a member of the Finance and Celebrating Survivors Event Committees.

Robert Berdanier

Managing Director, Business Restructuring Services
BDO USA, LLP

Robert is a Managing Director in BDO's Business Restructuring & Turnaround Services practice. His focus is on middle-market companies, both distressed and healthy, seeking financial financial and operational improvement through interim financial leadership and re-organization. Robert is a seasoned restructuring professional, with significant experience in the manufacturing, distributing, hotels/ hospitality and entertainment industries.

Beth Bershok

Chief Marketing Officer
Louis Plung & Company

Beth Bershok has been appointed to the newly created role of LPC Chief Marketing Officer at Louis Plung. She’ll be leading the marketing strategy and vision as the firm celebrates more than a century of expert accounting and advisory services.

Previously, Beth oversaw the marketing and practice development efforts for Herbein + Company. Prior to her career in professional services marketing, Beth earned a degree in speech communications (radio and TV) from California University of Pennsylvania and went on to a 26-year career in radio. From 1990 to March of 2008, Beth served as co-host and producer of “Gary & Beth in the Morning” on Lite Rock 92.9 FM. In 2005, she was awarded Best Pittsburgh On-Air Personality by the Pittsburgh Radio and Television Club.

Eric Bradley

Co-Owner; VP of Business Development
NPG; BERKS Group

Eric Bradley is the EVP of Business Development for the BERKS Group. In his role, he is focused on growing each leg of the BERKS stool either organically or through acquisition. His focus is to build a sustainable organization that will last generations. His operational experience ranges from running TV stations, doing local and national sales, working at Enterprise Rent-a-Car and even installing cable during his high school summers.

Kristy Britsch

ESOP and ERISA Attorney, Corporate & Securities Group
Levenfeld Pearlstein, LLC

Kristy Britsch serves as senior counsel to the Corporate and Securities Practice Group. She has more than a decade of experience advising closely held businesses on incorporating employee stock ownership plans (ESOPs) into their business succession planning. Kristy represents businesses of all sizes, as well as selling shareholders and ESOP fiduciaries, in transactions involving employer securities.

Her transaction experience includes representing companies, selling shareholders and ESOP fiduciaries in the sale of employer securities to the ESOP, representing existing ESOP companies and ESOP fiduciaries in sales of ESOP companies to third-party buyers and representing existing ESOP companies and ESOP fiduciaries in the acquisition of other companies. Kristy enjoys helping her clients navigate the complex legal aspects of an ESOP stock purchase transaction and the issues that arise during the life cycle of the ESOP post-transaction, which includes counsel on ERISA fiduciary matters, ESOP plan compliance matters, and ESOP sustainability considerations.

In addition to working on ESOP transactions, Kristy’s practice focuses on general employee benefit and executive compensation matters, including plan design, implementation, and compliance for various types of qualified and non-qualified plans (this includes advising businesses on Code Section 409A matters).

Len Caric

Owner
George J. Howe Company

Len Caric is a serial entrepreneur through acquisition. Len has owned and managed six companies over his career. Most recently, Len acquired The George J. Howe Company with his business partner Jim Rudolph and is its CEO. Jim and Len also recently launched Smashed Waffles in the Pittsburgh area. Len is an Adjunct Professor of Entrepreneurship at Carnegie Mellon's Tepper School of Business.

Bill Coleman

Senior Vice President
Aon

Bill Coleman is responsible for the development and implementation of transactional-based risk solutions, including the deployment of insurance capital for M&A transactions through representations and warranties, litigation, tax and other contingent liabilities insurance. Bill is based in Houston and is further supported by a New York-based team of professionals in North America and colleagues in London, Hong Kong, Sydney and Bermuda who focus exclusively on transactional risk transfer. Prior to joining the Aon Team, Bill was an attorney at Sidley Austin LLP, where he specialized in mergers and acquisitions and private equity transactions, with a significant focus in the energy sector.

Jonathan Dane

Founder & CIO
Defiant Capital Group

Jonathan founded Defiant Capital Group and is the Chief Investment Officer. He has over a decade of financial markets experience and leads the firm's investment process across all asset classes, including portfolio construction, manager due diligence, and deployment of client capital. He previously served as the Director of Portfolio Strategy & Research for a $900mn multi-family office, and prior worked in Investment Banking in New York City at Goldman Sachs and Jefferies.

David Diez

Managing Director of Debt Capital Markets
First National Bank

David Diez is the Managing Director of Debt Capital Markets for First National Bank, a subsidiary of F.N.B. Corporation (NYSE: FNB). In his role, Diez leads FNB’s Debt Capital Markets efforts as well as large corporate (C&I) portfolio expansion initiatives, including enhancing the Company’s capital markets origination capabilities.

Diez has more than 25 years of capital markets origination and execution experience. Prior to joining FNB, he was a Managing Director/Client Executive on BNY Mellon’s Global Client Management team, covering a national portfolio of the corporation’s top revenue producing relationships. Diez has expertise building a broad spectrum of origination platforms and has held leadership roles in corporate treasury, investor relations and investment banking for BNY Mellon and its predecessor Mellon Financial Markets, LLC Broker/Dealer. 

Ron Donatelli

Pittsburgh Regional President
First National Bank

Ronald is President of the Pittsburgh Region of First National Bank. He is responsible for integrating FNB’s successful cross-functional business model and for developing small business, middle market and corporate banking opportunities in the Company’s headquarters market. Donatelli also oversees FNB's Asset-Based Lending group, which operates across the Company footprint.

Donatelli joined FNB in 2009 to lead its Asset-Based Lending division and has had oversight for various corporate banking groups within the organization, including Syndications and International Banking Services. He has more than 40 years of financial services experience, having held a range of leadership roles with asset-based lending groups at major banks in the Pittsburgh area.

A graduate of LaRoche College, Donatelli is active in the community as board chairman for Bridgeway Capital and chair of the Watson Institute/First National Bank Pro Am golf tournament committee.

Ann Dugan

Senior Family Enterprise Specialist
Waldron Private Wealth

Ann Dugan leads Waldron’s unique family enterprise services, providing the framework and guidance that allows successful multigenerational families to preserve their assets through carefully designed structure, shared vision and collaboration. Her fervent belief is that both the family and the business can thrive with active learning, family honesty, good communication, and appropriate and inclusive governance.

David Dunstan

Managing Director
Citizens M&A Advisory

David co-founded Western Reserve Partners in 2004, which was acquired by Citizens in 2017, and has more than 25 years of experience advising middle market companies in mergers and acquisitions and capital raising across a wide range of industries. Prior to co-founding Western Reserve Partners, he was a Managing Director at KeyBanc Capital Markets and Manager of Consumer Investment Banking at McDonald Investments. David started his career at Ernst & Young, where he provided financial consulting and audit services to middle market companies.

David Eichenlaub

Managing Director
Confluence Advisors, LLC

Dave is a founding partner of Confluence Advisors, an investment banking firm providing M&A advisory, capital raise and business advisory services to middle market companies. Confluence serves owners of private companies, large corporations seeking to divest non-core business units as well as private-equity owned businesses typically with EBITDA between $3-$30 million. Dave has 35 years diverse experience in investment banking, commercial banking and public accounting.

John Erkert

CFO
IPEG Industrial Group

John Erkert is responsible for IPEG’s global shared service finance function, including financial planning and analysis, accounting and reporting, tax, treasury, and risk management. He also has accountability for brand finance along with the group’s brand presidents for Conair, Thermal Care, Pelletron, and Republic Machine.

Molly Fitzpatrick

Vice President
The Halifax Group

Molly originally joined The Halifax Group in 2011 and returned in 2021. Her responsibilities include identifying, evaluating, and executing investments and supporting portfolio companies.

Molly joined Halifax in 2011 as an Associate after working in investment banking for three years. After earning her M.B.A. at Harvard Business School in 2015, she returned to Halifax, where she was an integral part of the investment team. She continued her lower middle market investing career at Mountaingate Capital and Rallyday Partners in Denver.

Buddy Flerl

Chairman
RDX/Navisite

Buddy is Executive Chairman of RDX, a leading cloud and data infrastructure managed services provider headquartered in Warrendale. RDX started almost 20 years ago as Contemporary Technologies, a Pittsburgh-based Oracle consultancy.  Since Buddy acquired the company in 2010, RDX has become one of the largest IT-services employers in the Pittsburgh region, grown to over 700+ clients worldwide, and generated over $200M in enterprise value.  RDX’s most recent recapitalization was led by Madison Dearborn Capital Partners. Buddy is a founder of 21Ventures, a $300M venture capital fund.  He lives in the North Hills with his wife and three children.

Jeff Ford

Partner
Grossman Yanak & Ford LLP

Jeff has focused his career on providing accounting, auditing and consulting services to privately held companies and not-for-profit organizations. His experience includes furnishing compliance services such as audits; providing due diligence and investigation services related to business acquisitions; performing fraud investigations; developing and compiling projected and forecasted financial statements; and evaluating, selecting and implementing information systems for companies.

Dan Griffith

Senior Vice President, Director of Wealth Strategy
Huntington

Brooks Gronlund

Vice President
Murphy McCormack Capital Advisors

Brooks Gronlund is Vice President at Murphy McCormack Capital Advisors, a middle market M&A Advisory firm located in Lewisburg, PA. Brooks leads the firm’s current expansion into the Western PA market. He previously spent 23 years in leadership positions with Fortune 500 firms, as well as 10 years as President/COO for his $130 million family business.

Stephen Gurgovits

Managing Partner
Tecum Capital

Stephen J. Gurgovits, Jr. is the Managing Partner and co-founder of Tecum Capital, a $500+ million private investment firm based in Pittsburgh, PA, which oversees pools of committed capital focused on mezzanine debt, subordinated notes, and private equity, along with a separate strategy via a multi-family office platform for control equity investments. In his current role, Mr. Gurgovits, Jr. is responsible for providing strategic, operational and investment management leadership to the funds, including its overall planning, fund raising, growth and execution of strategy. Mr. Gurgovits, Jr. previously served on the board of directors of Auburn Gear, Uncle Charley’s Sausage, Oberg Industries, Gibraltar Cable Barriers, Western Allegheny Capital and is currently on the board of directors for Primetac and the Pittsburgh Chapter of the Association of Corporate Growth (ACG).

Craig Heryford

National Chair Business Transactions Sections
Gordon Rees LP

Craig's practice is concentrated in the area of mergers and acquisitions, venture capital and corporate finance matters as well as the representation of mature and emerging businesses. He has experience in a wide variety of commercial transactions, including numerous corporate finance and venture capital funding transactions involving both equity and debt, as well as merger and acquisition and private equity transactions.

Mr. Heryford regularly represents investors, including private equity and venture based investors, in portfolio investments and acquisition and divestiture transactions. He has also represented fund clients in fund formation work, including the structuring and formation of the funds, negotiation and preparation of investor documents and constituent fund documentation.
Mr. Heryford is the chair of the firm's Business Services Section and Business Transactions Practice Group.

Gabriela Isturiz

General Partner
The Fund XX

Gabriela (Gaby) is a serial entrepreneur, innovator, experienced CEO, and founder of two high-growth successful SaaS (Software-as-a-Service) technology companies that were ultimately sold to Fortune 500 companies. Gaby possesses a unique combination of passion, curiosity, and discipline, making her one of the few women in STEM who has led bootstrapped companies to successful exits. A native of Caracas, Venezuela, Gaby earned her MS in Information Sciences from the University of Pittsburgh and her BS in Computer Systems Engineering from the Universidad Metropolitana in Caracas.

Arne Jahn

Vice President - Treasurer & Chief Risk Officer
U.S. Steel Corporation

Aaron Johnson

President - Renewable Natural Gas
Kinetrex Energy, a Kinder Morgan Company

Aaron Johnson is President, Renewable Natural Gas for Kinder Morgan. Aaron was the former CEO of Kinetrex Energy, which was acquired by Kinder Morgan in August 2021. Aaron created Kinetrex in 2013 and thereafter grew it into one of the country’s leading integrated RNG and small-scale LNG companies. Aaron has more than 30 years of diverse energy industry experience.

John Lewis

Founding Member
Metz Lewis Brodman Must O'Keefe LLC

John is a Corporate Attorney who has a diverse business practice, and his primary role is interfacing with clients, knowing their businesses, and keeping them out of legal jams. He is on the Executive Committee for Metz Lewis, and is one of the firm’s original members. “The firm is a critical part of my life,” John says. “I want to see it do well, see it get better every day.”

Mike Livanos

Managing Director
Stellex Capital

Matt Mastarone

President & CEO
TTG Imaging Solutions, LLC

Matt Mastarone attended Clarion University of Pennsylvania and holds a Bachelor of Science in Business Administration and Accounting. Matt was recently honored as the Pittsburgh Business Times 2019 CFO of the Year – Manufacturing. Matt since joining TTG Imaging Solutions, LLC in November of 2019, as EVP and CFO, has been deeply involved in the daily operations and strategic decision making. Matt was pointed President & CEO, of TTG Imaging Solutions, LLC by the Company’s Board of Directors on November 1, 2021.

John Morley

Partner
Incline Equity

John Morley, Partner, joined Incline in August 2013. He is responsible for evaluating, analyzing and monitoring investments made by the firm.

Previously, John was a Vice President with H.I.G. Growth Partners where he focused on executing equity investments in middle market companies. Prior to that, he was an Associate with private equity firm Sorenson Capital and began his career as an Associate Consultant with the management consulting firm Bain & Company.

John received a B.S., summa cum laude, from Brigham Young University and an M.B.A. with honors from The Wharton School of the University of Pennsylvania.

John serves as a director of AFC Industries, Continental Batteries, Charter Industries and Unified Power.

Jim Nickel

Pennsylvania Region Head, Regional Commercial Banking
CIBC Bank USA

Jim is a native of western Pennsylvania and is Managing Director and Pennsylvania Region Head CIBC Bank USA. Over his 30-year banking career, Jim has focused on providing relationship-driven commercial banking services to middle market companies. He joined The PrivateBank & Trust Company (acquired by CIBC June 2017) in September 2014 to spearhead the founding of a Pittsburgh office. Prior to that, he was with TriState Capital Bank and Citizens Bank of Pennsylvania. He began his career with PNC in Pittsburgh. Jim has a finance degree from Bucknell University and a master’s degree from the University of Pittsburgh. He serves as Treasurer of the Board of Junior Achievement of Western Pennsylvania, is a member of the board of the Pittsburgh Chapter of the Association for Corporate Growth and is President of the school board of directors at Seneca Valley School District. Jim has been married for 29 years and has two sons, ages 25 and 21.

George Pilafas

Managing Partner
Continuim Equity Partners

George Pilafas is the co-founder and Managing Partner of Continuim Equity Partners. George has spent his entire career investing in and advising industrial businesses. Previously, George was a Vice President at PNC Mezzanine Capital and was an investment banker at Stephens in New York. As a Pittsburgh native, George is focused on investing in the Region and building world class businesses.

Randall Raifsnider

Partner
Herbein + Company, Inc.

Randall C. Raifsnider, ASA, MBA is a Partner in Herbein’s Management Advisory Services group. Randy‘s work in transactions is highly specialized and each project is unique. His experience includes many industries including food and agricultural, manufacturing, services, and entertainment. In addition to quality of earnings reports, cash flow forecasts, operational analysis, and fairness opinions, Randy also conducts business valuations. A graduate of Kutztown University, Randy also earned a Masters of Business Administration in Finance from Villanova University.

Ben Rizzo

Founder
Hartwood Point

Ben Rizzo is CEO of SecureAire, a leading indoor air quality technology company. He is also the founder of Hartwood Point, making direct private investments across the US and UK. He was previously the President of Hadfield Elevator LLC where he led the company's transformational growth and sale to Berkshire Partner's 3 Phase Elevator.

Patrick Rooney

Chief Financial Officer
Net Health Systems

Patrick oversees corporate accounting, finance operations, corporate data analytics, and legal. He has over 30 years of expansive professional experience including his time at Net Health. Previously, he served in a consulting role with a publicly traded company performing acquisition integration services and as the CFO of a start-up in the solar energy industry, where he was part of the executive team effort of raising over $150 million in funding. Mr. Rooney began his career at Deloitte, one of the largest professional services firms in the world, where he had numerous leadership roles as a Partner.

Edward Saxon

Chief Executive Officer
Conco Systems

Ed Saxon has been Chief Executive Officer of Conco Services LLC, formerly family owned Conco Services Corp. since 1992. Ed has led Conco through the preparation and execution of a recapitalization transaction in April 2020 to facilitate the departure of 2 siblings. The transition has been a success through a very turbulent time. Conco services provides Heat Exchanger cleaning and testing services in the Power, Petrochemical and Refining Industries. Headquartered in Pennsylvania, Conco also has locations in California, Florida, Louisiana, and Texas with wholly owned subsidiaries in Australia, Belgium and Germany.

James Scalo

President & CEO
Burns Scalo Real Estate

For more than thirty years, visionary entrepreneur Jim Scalo has built one of the largest integrated real estate firms in Western Pennsylvania. Under his leadership, Burns Scalo Real Estate has grown its portfolio to encompass more than 5 million square feet of commercial real estate assets. With multiple market-making developments currently underway, he continues to push the boundaries of his firm through innovation and strategic growth.

Dr. Gordon Vanscoy

CEO & Chairman
RareMed Solutions, LLC

With decades of executive experience creating biotech service ventures, he is a leader in the health care industry, an innovator in specialty pharmacy (SP), and a pioneer in the field of Rare Pharmacy/Hubs. Dr. Vanscoy is the founding Chairman & CEO of RareMed Solutions, and prior PANTHERx Rare. In 2020, Dr. Vanscoy was distinguished by the winning the EY Entrepreneur of the Year National Award.

Andrew Vollmer

Managing Director
BellMark Partners, LLC

Andy is Managing Director and Co-CEO of Bellmark Partners, LLC, and head of the firm’s Cleveland office. Andy has 30 years of investment banking experience, having personally completed well over 100 M&A, special committee, and board advisory assignments. Previously, he was with KeyBanc Capital Markets, where he was head of the sponsor coverage, consumer & retail, and M&A investment banking groups.

Ashleigh Walters

President
Onex, Inc.

Ashleigh Walters is the President of Onex, an employee-owned business operating for over 55 years in Erie, PA. Onex designs, services, and manufactures high-temperature industrial furnaces. When Ashleigh assumed the General Manager role in 2013, the company had lost sight of its mission and family-centric core values. Today, Onex’s mission is to Make Things Better: Empowered Employees, Happy Clients, Thriving Communities. Ashleigh holds a B.S. in Chemical Engineering from Auburn University. Ashleigh is the author of Leading with Grit and Grace: A Journey of Organizational Culture Change. Ashleigh regularly shares her story with other leaders, encouraging them to “make things better” by improving processes and creating a people-centric organizational culture.

Kevin Wills

Attorney at Law
Babst Calland

Kevin is a shareholder in the Corporate and Commercial, Energy and Natural Resources, and Emerging Technologies groups of Babst Calland. Mr. Wills’ practice includes representing business clients in mergers, acquisitions and divestitures; drafting and negotiating a wide variety of contracts, real estate agreements, commercial leases and software development and licensing agreements; advising clients on business planning and structuring matters; advising clients seeking certification as disadvantaged business enterprises; and advising clients involved in contract disputes.

Thomas Wright

Partner
RSM US LLP

Tommy is a partner in the Houston office and is a member of the National Tax Leadership Committee for RSM’s private client services (PCS) group. He heads up the Family Office initiative for RSM, and is Central Regional Leader for PCS services. Tommy’s primary expertise is in tax matters related to tax planning for family wealth preservation, wealth transfers, charitable transfers, closely held business enterprises and tax compliance for multigenerational families. He works extensively with high-net-worth individuals and families, service organizations and closely held businesses.

Penny Zacharias

Partner
McGuireWoods LLP

Penny is an accomplished lawyer with over 15 years of experience representing financial institutions in a broad range of lending transactions.

Penny focuses her practice on debt financing and secured transactions, including origination of asset-based and acquisition financing, leveraged finance, mezzanine finance and other lending transactions. She also handles the structuring and documenting of large syndicated transactions. Secured lenders as well as companies in the security alarm, medical alert, and other industries with a recurring revenue model, rely on Penny’s vast experience.

Penny also advises domestic and international banking clients and investment firms in the areas of microfinance and impact investing. Notably, McGuireWoods was “Highly Commended” in Financial Times’ Accessing New Markets and Capital category for Penny’s representation of Developing World Markets in connection with the origination, placement and investment of proceeds from a first-of-its-kind off-grid, renewable and climate action note (ORCA).

Penny’s leadership roles at the firm include chairing the Pittsburgh Women’s Leadership Forum, co-chairing the firm’s Women in Private Equity & Finance initiative, and serving on the National Recruiting Committee.