Our Team

Brian Bank

Co-Founder & Co-CEO

Adam Gottlieb

Co-Founder & Co-CEO

Shawn Ryan

Chief Financial Officer

Logan Marita

Head of CFO/Bookkeeping

Luke Saunders

Head of Europe

Brandon Hall

Head of Valuation

Greg Morissette

Buyside M&A

Matt Bank

Buyside M&A

Matt Lambert

Buyside M&A

Devon Nicoletti

Managing Director

Kaitlyn DeMattheis

VP of Marketing

Anthony Falbo

Buyside M&A

Kenvir Gill

Buyside M&A

Megan Katz

Buyside M&A

T Brewer

Buyside M&A

Devin Irvin

Buyside M&A

Henry Chardack

Buyside M&A

Andrew Hastings

Buyside M&A

Dexter Russo

Buyside M&A

Dawson Wynne

Buyside M&A

Tim Maguire

Buyside M&A

Lauren Conlon

Buyside M&A

Keaton Rich

Buyside M&A

Jordan Brooks

Buyside M&A

Ellis Sullivan

Buyside M&A

Alonso Benavides

Buyside M&A

Justin Hall

Valuation Services

Ethan Serota

Buyside M&A

Jake Gasperino

Buyside M&A

Alan Donovan

CFO & Bookkeeping

Shane McCormick

CFO & Bookkeeping

Joe Vaccaro

CFO & Bookkeeping

Joey Ickes

CFO & Bookkeeping

Dan Mucciarelli

CFO & Bookkeeping

Tracie Jones

CFO & Bookkeeping

Javier Fernandez

CFO & Bookkeeping

Rishav Bansal

CFO & Bookkeeping

Rahul Anthulia

CFO & Bookkeeping

Vaishali Gupta

CFO & Bookkeeping

Colton Townes

CFO & Bookkeeping

Maricar Mascariña

CFO & Bookkeeping

Kanishka Gupta

CFO & Bookkeeping

Jonabell Mipalar

CFO & Bookkeeping

Paul Gomez

M&A Research

VJ Estella

M&A Research

Glyza Latayan

M&A Research

Lalaine Recibido

M&A Research

Praise Pitero

M&A Research

Loreta Pana

M&A Research

Sam Dela Torre

M&A Research

Contact Us

PHG Advisory

Brian
Adam

Brian Bank

Co-Founder & Co-CEO of PHG

Prior to founding PHG, Brian was a Vice President at Blackstone in the Credit group, where he closed on $4bn+ of loans to support buyouts, recaps and growth of middle-market companies. Brian began his career in the investment banking group at Perella Weinberg Partners, focused on corporate restructuring and M&A.

Education

B.S. cum laude from the Dyson School of Applied Economics & Management at Cornell University

Email Brian
LinkedIn

Adam Gottlieb

Co-Founder & Co-CEO of PHG

Prior to founding PHG, Adam was a Vice President at A&M Capital, a $4bn private equity fund with a focus on buy & builds, where he executed numerous acquisitions, primarily in the facility and business services industries. Adam began his career in the investment banking group at Perella Weinberg Partners, focused on M&A and corporate restructuring.

Education

B.S. from Cornell University

Email Adam
LinkedIn