Meet Our Team of Business Selling Professionals
CEO/Managing Director of M&A
Jason is a Certified Merger and Acquisition Advisor and IAG’s lead deal maker. After co-founding IAG in 2009, Jason quickly grew it into one of North America’s premier M&A advisory firms. He is passionate about helping other entrepreneurs receive the exit they deserve. He and his team have assisted hundreds of sellers in valuing and eventually exiting their businesses. Prior to starting IAG, he led the marketing division of another M&A firm and proudly served in the United States Marine Corps.
Vice-President of Operations
As part of the executive board, Linda has helped grow IAG into one of North America’s premier M&A advisory firms by leading the marketing division and being the liaison for all clients. Prior to her work at IAG, she was an executive for twenty eight years with an aerospace manufacturing company.
Director of Client Services
Jeannette has been with IAG M&A Advisors since its inception. With a passion for client satisfaction and knowledge, she manages the Client Services Division. Jeannette always strives to find new ways to improve the process and the client experience. Listening intently, she explores options with clients to help them achieve their goals efficiently. Her innate ability for technology tied with her experience and industry diversity make her an asset to the company and its future.
Director of Business Development
David brings to IAG decades of experience in Business Development, Client Service and Acquisition, and Training and Motivation. He has worked successfully with clients ranging from the restaurant/hospitality industry to lawyers, judges and physicians and is passionate about bringing the best possible outcome to every client. He is determined to offer the highest possible experience to every IAG Client.
Managing Director of M&A
In connection with four mergers and acquisitions platforms during a 30-year investment banking career, Tim Marlo has closed more than 150 lower middle market M&A and other corporate transactions across many industries with an aggregate deal value of four billion dollars. Prior to joining IAG Mr. Marlo was a Managing Director of a New York boutique investment bank.
Vice President of Human Resources
As an assistant to the Executive Management Team since IAG’s inception, Lisa has been an integral part of all HR processes. She provides stellar customer service and organizes in-project management. Prior to her work with IAG, she has had over thirty years experience in the banking and financial industry. Lisa’s education and experience allow her to have valuable M&A insight.
Managing Director of M&A
Paula has worked in various industries, including Telecommunications, Technology, and Financial Services. She has managed a range of various sized companies, from small businesses to Divisions with P&L’s in excess of $6B. Her experience makes her uniquely qualified to assist entrepreneurs seeking to sell or acquire businesses across diverse industries.
Managing Director of M&A
Flavia has extensive experience in the financial industry as she was a Vice President/ Corporate Banker JPMorgan Chase for 18 years. Flavia was responsible for Middle Market Banking and was promoted to Global Accounts nationally. Flavia has a BS in Economics and graduated from Long Island University at CW Post. Flavia also has successful experience in starting and growing her own companies.
Senior M&A Advisor
John assists business owners by maximizing the proceeds from the sale of their business. His small and middle-market experience is an indispensable qualification for his role in the sales process. He is responsible for the review, initial analysis, selection and recommendation of those companies that will be accepted to enter the mergers and acquisition process with IAG, LLC.
Senior M&A Advisor
Mr. Quistgard has over 27 years experience in mergers and acquisition specializing in small to mid cap businesses across all major industries. His understanding of the M&A process along with his insight into finance, marketing and sales has been invaluable to business owners creating exit strategies that optimize value from the sale of their business.
Managing Director of M&A
Ann focuses on building relationships with sellers and buyers. She has owned her own business, started a non-profit company, written government grants, taught at the university level and sold a business. Ann holds a BFA from Oakland University graduating summa cum laude and receiving an outstanding alumni award for the success of her business.
Managing Director of M&A
After many years of providing revenue development and business management services to a wide variety of companies, Tom now leverages his entrepreneurial skills to assist Business Owners with business value development and exit planning. Tom spent his early career years with IBM as a Major Account Executive, then went on to manage and sell several companies.
Senior M&A Advisor
Mr. Ingemi brings over 40 years of a diverse and comprehensive background in entrepreneurship and executive management with the small, mid-market and large privately held companies. As a business owner he has successfully developed, operated, and exited several businesses.
Managing Director of M&A/Senior M&A Advisor
Shane served as the President and CEO of a publicly traded (NASDAQ) firm up until 2012. Since that time, he has been helping business owners meet their personal and professional objectives as an interim-CEO, Fractional Executive and Business Counselor. Assisting companies with pragmatic advice on company sales, mergers, and acquisitions is his passion.
Managing Director of M&A/Senior M&A Advisor
Joe is a successful entrepreneur, speaker and published author. He has over 30 years experience building, growing and exiting his own businesses and in providing growth and exit advice to both sellers and buyers. Joe has helped businesses across a wide array of industries and sizes to help set and meet their strategy and growth goals.
Senior M&A Advisor/Transaction Advisor
David has been involved in business acquisitions and analysis for many decades. He has been a business owner, a corporate executive, and a visiting professor of business management. David has owned or headed businesses from thousands of dollars annually to $100 million in revenue with over 1500 employees. David has been associated with IAG for three decades with many successful transactions under his guidance.
Senior M&A Advisor Coordinator
Ryan’s main focus is to deliver quality mergers and acquisitions for his clients, while assisting them with the task of preparing their business for sale. Ryan’s expertise in the sales process helps create a streamlined platform to help clients successfully broker valuable assets. Ryan has served as a C-Level executive for a risk-management company.
Senior M&A Advisor
Mr. Callahan’s small and middle market experience is indispensable in the exit process for his
clients. He assists business owners by maximizing the proceeds from the sale of their business.
Jim is responsible for the initial analysis, review, selection and recommendation of those
companies that are a good fit for IAG’s Acquisition process.
Managing Director of M&A
Kent has extensive experience in the financial services industry, having served as President & CEO in the banking industry for over 30 years, and where he consolidated 5 separate bank charters during his career. His experience helping his clients grow their businesses to their greatest potential gives him the tools needed to help navigate the sales and liquidation process for our IAG clients.
Senior M&A Advisor
Travis is responsible for the initial analysis, review, selection and recommendation of companies that are a good fit for pre-screened and financially capable buyers desiring to purchase viable businesses throughout the United States.
Senior M&A Advisor
Caleb Cowden is a highly motivated self-starter, networker, and business growth professional with deep roots in the Texas business community. Originating from a proud Texan and Irish heritage, his family has a historic presence in various industries, beginning with cattle ranching and later transitioning to oil and real estate. Caleb, currently residing in Weatherford, TX, excels in developing strategic relationships across multiple industries, both domestically and internationally.
Vice President of Buyer Experience
Tatiana Del Pilar has over 8 years of experience in the M&A industry and has helped IAG’s transactions run smoothly since she joined. Prior to her career in Acquisitions, she received her diploma from Columbia University in New York City. Tatiana’s experiences provide her with a vast knowledge of the M&A industry and allow her to handle complex marketing strategies.
Managing Director of M&A
Steven Rafter is both a Sr. Business Analyst and Transaction Specialist, a rarity that gives him a broad perspective of the whole exit process, from the initial business owner qualifying interview to closing the deal. Since 2006 Mr. Rafter has been a top producer in the industry and understands business owners well and bridges the gap between buyers and sellers.
Senior M&A Advisor
Mr. Holden Buckner started his career in investment banking in 2001 until joining IAG M&A Advisors as a Senior M&A Advisor in 2009. Specializing in small to middle market companies has made him one of the leading experts in the industry. You will find him a transparent and direct communicator which he believes directly correlates to his ability to get deals done. Mr. Buckner has assisted in the successful acquisition of hundreds of companies throughout the United States and Canada.
Senior M&A Advisor
Orbin “Buddy” Swisshelm has over 42 years of business background working with independent and national companies. He has built successful businesses and understands how to analyze a successful business and knows how to find the things that get top dollars on exit plans. Buddy is married with three children, and five grandchildren and is the author of two books.
Director of Buyer Experience
Cary Renee Hullender has provided client services to entrepreneurs at IAG since 2009, helping to craft optimal transactions for buyers and sellers alike. Prior to her work with IAG, she has amassed over twenty five years of experience in the M&A field and has tenaciously strived to achieve maximum deal value for her clients.
Senior M&A Advisor
Don Hearn comes to IAG M&A Advisors as a seasoned analyst. His strength within our firm is developing and managing clients through the exit process. His expertise in the Merger & Acquisition field will guide you as the seller through this exciting final stage of your business cycle. He brings to the firm almost 25 years dealing with mid-market companies that range into every vertical.
Managing Director of M&A/Senior M&A Advisor
In the last 29 years, Steve has helped over 150 business owners begin and move through the process of selling their business. Since his career as an Army officer, Steve has started, bought, managed and/or sold his own businesses in equipment rentals, agricultural equipment manufacturing, senior home care, industrial and mobile cranes, commercial real estate, business brokerage and a vineyard.
Managing Director of M&A
Charles has served Ten Years as a member of IAG’s Transaction Team and Buyer Development Dept. He consults with Business Sellers, and Buyers, to draft and review business acquisition proposals, negotiate sale terms, research markets, industries, and companies, as well as corporate personnel background discovery. He has more than 28 Years Experience as a Broker, in both CRE and M&A.
Senior M&A Advisor
With over two decades of dedicated service in executive-level sales and relationship management, Scott is a seasoned “Deal Maker” and is known for driving business growth and fostering lasting client connections. Scott’s tenured experience in Corporate Governance and M&A drives real value in building meaningful and relevant relationships with his clients and partners. As a strategic thinker and with a proven track record of success, Scott operates in a client-centric model that prioritizes his client’s and partners goals.
Senior Client Service Manager
Ellen Lalli has been in the M&A arena for over 25 years and member of the Executive Board since IAG’s inception. As Head of Operations, she has built a team of top-notch personnel and implemented procedures to simplify the buyer/seller process. With attention to detail, she also oversees the day to day procedures to see that IAG standards are met.
Assistant Director of Business Development
Carlos is a proven M&A professional with successful results across a wide range of industries, along with extensive deal structure, financing & capital raise experience. Carlos has been an integral part of IAG’s internal team, ensuring that our clients are taken care of 100% of the time, and that successful outcomes are the number one goal of IAG.
Senior Business Development Specialist
Horace is an asset to IAG with successful results throughout multiple industries. Horace has been an integral part of IAG’s internal team ensuring that clients are taken care of 100% of the time and that successful outcomes are the number one goal of IAG.
Managing Director of M&A
Dean has extensive experience leading complex M&A transactions in both public and private companies, in industries including media, business services, data and analytics, and marketing services. He has served in various C-Suite roles (CEO, CFO, General Counsel) for both NYSE-listed and private companies, and he has served as a Board member of both public and private companies.
Senior M&A Advisor Coordinator
Theresa’s main focus is to deliver quality mergers and acquisitions for her clients, while assisting them with the task of preparing their business
for sale. Theresa’s expertise in the sales process helps create a streamlined platform to help clients successfully broker valuable assets.
Senior Business Development Specialist
Cedric’s main focus is to deliver quality mergers and acquisitions for his clients, while assisting them with the task of preparing their business
for sale. Cedric’s expertise in the sales process helps create a streamlined platform to help clients successfully broker valuable assets.
Senior Business Development Specialist
Michael’s main focus is to deliver quality mergers and acquisitions for his clients, while assisting them with the task of preparing their business
for sale. Michael’s expertise in the sales process helps create a streamlined platform to help clients successfully broker valuable assets.
Client Service Specialist
With a strong background in client services and marketing, Geoffrey has an excellent understanding of client needs and expectations. He works closely with the corporate team to prepare business presentation documents and keep them updated, highlighting the strongest business traits for buyer appeal.
Senior M&A Advisor Coordinator
Greg’s main focus is to
deliver quality mergers and
acquisitions for his clients,
while assisting them with the
task of preparing their
business
for sale. Greg’s expertise in
the sales process helps
create a streamlined platform
to help clients successfully
broker valuable assets.
Client Service Specialist
With over 25 years of experience supporting business owners, executives, and senior Managers, Deborah is proficient in handling in handling a myriad of projects and multitasking. Detail-oriented, she is exceptionally organized in time and project management with excellent data entry skills. With a positive attitude and professional demeanor, she keeps clients abreast of their account status.
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