Deal Flow

  • Collier, Cindy

    Renowned expert with a deep understanding of the complex world of healthcare finance. A highly qualified financial expert specializing in the healthcare field with more than 30 years of experience in the valuation and providing strategic financial management consulting services to healthcare providers nationwide such as physician services, financial reporting, intangible assets, mergers & acquisitions,…

  • Davis, Stewart Long

    Stewart joined Roark in 2016. She is actively involved in Roark’s investment in Drybar and FOCUS Brands, most recently completing the acquisition of Jamba Juice. Prior to joining Roark, Stewart worked as an Associate at L-Catterton, a retail and consumer

  • Diedrich, Carley

    Carley Diedrich is a Vice President for Midwest Bank’s Middle Market Banking group. Knowing every company is different with unique needs, Carley takes the time to understand her clients from the inside out allowing her to be a strong advocate and provide

  • Dittmar, Kerstin

    Kerstin Dittmar is the Managing Partner of L2 Point, an investment firm focused on growth capital solutions. Prior to founding L2 Point, Ms. Dittmar led the structured equity strategy for TPG Sixth Street Partners, a $30+ billion special situations platf

  • Edelstein, Yelena

    Yelena Edelstein is Deal Partner at Blackmore Partners Inc. – a Chicago-based independent investment firm that partners with senior operating executives to create and execute proprietary deals. We create investment opportunities and invest in companies w

  • Balser, Tricia L.

    I am an experienced commercial lender with a tenured history of 20+ years in the banking industry. I am currently a Managing Director and Head of Ohio Commercial Banking for CIBC US where we offer a full suite of banking services including: senior commer

  • Zagar, Teresa

    Teresa provides audit and accounting services to publicly and privately owned companies across a variety of industries. She focuses primarily on technology, software as a service, commercial and industrial services, manufacturing, distribution and contracting.

  • Baglio, Melinda

    Melinda oversees due diligence, project acquisitions, and all aspects of CleanCapital’s legal affairs, including structuring, negotiating and implementing the company’s investment strategies. She began her career in the non-profit sector, advocating for clean energy legislation with the New York Public Interest Research Group (NYPIRG). In 2008, she switched gears to practice law; first as an…