General Networking/Advice

  • Phuong, Rebecca

    Rebecca is an Associate on the team and focuses on merger and acquisition advisory, debt and equity capital raises, and strategic advisory services across various healthcare verticals. In addition to her transactional duties, Rebecca engages in business development and firm-building activities such as onboarding, recruiting, and operational management.

  • Caldwell, Alicia

    Skilled problem solver with 17 years of client service experience in assurance, accounting, advisory and project management. Strong communicator, both verbally and written, with aptitude for bringing together cross-functional teams to deliver solutions. Demonstrated success at attracting and motivating high-performing teams and coaching them to their best potential.

  • Walling, Laura

    I work as a fundraiser in the nonprofit and for profit sectors at the intersection of real estate and the arts. I am currently the Executive Director of Women’s Studio Workshop (residency program for women artists) and a PE fund administration consultant for a NYC accounting firm. In addition, I am an MBA-Finance candidate at…

  • Goebel, Lauren

    When the deal closes, I’m here to help. I have extensive experience in accounting and finance. Prior to joining Plante Moran, I spent time in external financial statement audit and in an analyst role in a public company setting. I currently assist clients with various accounting, finance and risk management related consulting projects with an…

  • Kamau, Esther

    Esther is responsible for evaluating and underwriting investment opportunities. Before joining Edgewater Capital, Esther worked for a year as a research associate at Everstrong Capital, a private equity firm, where she analyzed opportunities in transportation and telecommunication infrastructure. In college, she interned at Bank of America Merrill Lynch, New York and was featured under the…

  • Grissom, Katie

    Katie W. Grissom is a Managing Director at Asana Partners. Grissom is a member of the Investment Committee and has overall responsibility for leasing, national retailer relationship management, and marketing. Prior to Asana Partners, Grissom was the Director of Franchise Consulting at Pure Barre, an L Catterton portfolio retailer and one of the nation’s leading…