Our Team

Logan Marita
Logan Marita Head of CFO & Bookkeeping
Pete Polgar
Pete Polgar Head of Digital Marketing
Brandon Hall
Brandon Hall Head of Valuation
Kenvir Gill
Kenvir Gill Buyside M&A
Greg Morissette
Greg Morissette Buyside M&A
Matt Bank
Matt Bank Buyside M&A
Matt Lambert
Matt Lambert Buyside M&A
Anthony Falbo
Anthony Falbo Buyside M&A
Kenvir Gill
Kenvir Gill Buyside M&A
Megan Katz
Megan Katz Buyside M&A
T Brewer
T Brewer Buyside M&A
Devin Irvin
Devin Irvin Buyside M&A
Nathan Kenton
Nathan Kenton Buyside M&A
Andrew Hastings
Andrew Hastings Buyside M&A
Kaitlyn DeMattheis
Kaitlyn DeMattheis Digital Marketing
Dexter Russo
Dexter Russo Buyside M&A
Dawson Wynne
Dawson Wynne Buyside M&A
Tim Maguire
Tim Maguire Buyside M&A
Lauren Conlon
Lauren Conlon Buyside M&A
Kaitlyn DeMattheis
Kaitlyn DeMattheis Digital Marketing
Hannah McCall
Hannah McCall Digital Marketing
Justin Hall
Justin Hall Valuation Services
Alan Donovan
Alan Donovan CFO & Bookkeeping
Shane McCormick
Shane McCormick CFO & Bookkeeping
Joe Vaccaro
Joe Vaccaro CFO & Bookkeeping
Vaishali Gupta
Vaishali Gupta CFO & Bookkeeping
Joey Ickes
Joey Ickes CFO & Bookkeeping
Dan Mucciarelli
Dan Mucciarelli CFO & Bookkeeping
Tracie Jones
Tracie Jones CFO & Bookkeeping
Javier Fernandez
Javier Fernandez CFO & Bookkeeping
Rishav Bansal
Rishav Bansal CFO & Bookkeeping
Abhi Garg
Abhi Garg CFO & Bookkeeping
Mohit Garg
Mohit Garg CFO & Bookkeeping
Vaishali Gupta
Vaishali Gupta CFO & Bookkeeping
Rahul Anthulia
Rahul Anthulia CFO & Bookkeeping
Paul Gomez
Paul Gomez M&A Research
Loreta Pana
Loreta Pana M&A Research
VJ Estella
VJ Estella M&A Research
Glyza Latayan
Glyza Latayan M&A Research
Lalaine Recibido
Lalaine Recibido M&A Research
Brendan Ramel
Brendan Ramel M&A Research
JM Castro
JM Castro M&A Research
Praise Pitero
Praise Pitero M&A Research
Loreta Pana
Loreta Pana M&A Research

Contact Us

Brian Bank

Co-Founder of PHG

Prior to founding PHG, Brian was a Vice President at Blackstone in the Credit group, where he originated over $4.5 billion of loans to support buyouts, recapitalizations, and growth initiatives for middle-market companies.

Brian’s career began at Perella Weinberg Partners, where he worked in the investment banking group, specializing in M&A and corporate restructuring.

Education

Cornell University
B.S., Applied Economics & Management, Dyson School, cum laude

Adam Gottlieb

Co-Founder of PHG

Prior to founding PHG, Adam served as Vice President at A&M Capital, a $5.5 billion private equity firm. There, he specialized in buy & build strategies across facility services, distribution, and government services sectors, overseeing the acquisition of over 20 founder-owned businesses.

Adam started his career in investment banking at Perella Weinberg Partners, where he advised on more than $5 billion in M&A and corporate restructuring transactions.

Education

Cornell University
B.S.