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Sell-Side
Buy-Side
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Firm Leadership
Carolyn Mathis
Managing Partner
John Mathis
Partner, Head of Buy-Side Advisory
Michelle McCullough
Partner and Chief Financial Officer
T. Nathanael Shepherd
Partner, Head of Sell-Side Advisory & Industrials Lead
Investment Banking
Isabel Alliance
Analyst
Cameron Bruce
Associate
Katherine Carlo
Senior Associate
Tyler Eure
Director
Suzi Felix
Senior Associate
Jonathan D. Hollis
Director, B2B Tech & Services Co-Lead
Anish Kallakuri
Analyst
Brian Kelly
Analyst
Carson King
Senior Associate
Tatiana Lathion
Associate Research Specialist
Gabriel Lorin
Associate
Carson Lubin
Analyst
Margaret McCormick
Director, B2B Tech & Services Co-Lead
Nick Mignone
Vice President
Doug Moffitt
Managing Director, Financial Services & Tech Lead
Andrew Moore
Associate
Aidan Moran
Analyst
Sophie Nadenik
Analyst
Harsh Parekh
Senior Associate
Operations & Accounting
Sarah Adams
Office Coordinator
Christian J. Bonilla Silva
Controller
Marketing & Events
Emma DeAngelis
Marketing Coordinator
Alexandra Woeste
Senior Brand & Marketing Manager