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About Us
Services
Team
Transactions
Blogs
Careers
Contact Us

Our Team

All Buyside M&A CFO & Bookkeeping Valuation Services

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

Kaitlyn DeMattheis

Kaitlyn DeMattheis

VP of Marketing

Matt Bank

Buyside M&A

Matt Lambert

Buyside M&A

Greg Morissette

Greg Morissette

Buyside M&A

Anthony Falbo

Buyside M&A

Kenvir Gill

Buyside M&A

Megan Seigal

Buyside M&A

T Brewer

Buyside M&A

Devin Irvin

Buyside M&A

Henry Chardack

Buyside M&A

Andrew Hastings

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

Ethan Serota

Buyside M&A

Jordan Brooks

Buyside M&A

Ellis Sullivan

Buyside M&A

Alonso Benavides

Alonso Benavides

Buyside M&A

Justin Hall

Valuation Services

Mitch Hoistad

Valuation Services

Jack Nielsen

Valuation Services

Brenden Howell

Buyside M&A

Jake Gasperino

Buyside M&A

Tim Draband

Buyside M&A

Justin Cook

Buyside M&A

Drew Bradley

Buyside M&A

Joey Luca

Buyside M&A

Chase Farriss

Buyside M&A

Ryan Deptula

Buyside M&A

Devon Nicoletti

Devon Nicoletti

CFO & Bookkeeping

Alan Donovan

CFO & Bookkeeping

Shane McCormick

Shane McCormick

CFO & Bookkeeping

Tracy Jones

CFO & Bookkeeping

Colton Towns

CFO & Bookkeeping

Eric Suh

CFO & Bookkeeping

Rishav Bansal

CFO & Bookkeeping

Rahul Anthulia

CFO & Bookkeeping

Vaishali Gupta

CFO & Bookkeeping

Akansha Garg

CFO & Bookkeeping

Jonabell Mipalar

Jonabell Mipalar

CFO & Bookkeeping

Jaime Carmina

CFO & Bookkeeping

Angelica Estrada

Angelica Estrada

CFO & Bookkeeping

Righley Medders

Righley Medders

CFO & Bookkeeping

Jay Homan

CFO & Bookkeeping

Joanna Garcia

CFO & Bookkeeping

Paul Gomez

M&A Research

VJ Estella

M&A Research

Glyza Latayan

M&A Research

Praise Pitero

M&A Research

Loreta Pana

M&A Research

Sam Dela Torre

M&A Research

Viking Lising

M&A Research

Geraldine Dayal

Geraldine Dayal

M&A Research

Daphne Bacsafra

Daphne Bacsafra

M&A Research

Contact Us

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PHG Advisory

info@phgadvisory.com
530 Fifth Avenue New York, NY 10036

PHG is a New York City–based strategic advisory firm serving family and founder-owned businesses through Buyside M&A, Strategic Finance, and Valuation services.

info@phgadvisory.com

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Offices

New York City Headquarters
530 5th Ave Fl 8 Ste #809, New York, NY 10036

Boca Office
980 N. Federal Hwy, Ste #110, Boca Raton, FL 33432

Denver Office
1495 Overlook Dr Ste G3, Lafayette, CO 80026

London Office
123 Buckingham Palace Road, London, SW1W9SH

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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

Brandon Hall

Head of Valuation

Brandon founded BGH Valuation in 2016 with a mission to deliver efficient, high-quality business valuation and appraisal services to SBA lenders, attorneys, CPAs, and small business owners nationwide. In March 2025, BGH Valuation Services became a PHG Advisory company, expanding the firm’s capabilities across valuation, CFO advisory, exit planning, and bookkeeping services. Under Brandon’s leadership, the firm has completed over 2,000+ valuations across 100+ industries.

Prior to launching BGH, Brandon built his career in public accounting at Baker Tilly before moving into corporate finance roles at Polaris Industries and Best Buy Corporate, where he gained firsthand experience in the acquisition process.

Education

B.S. in Accounting from St. Cloud State University

Logan Marita

Head of CFO/Bookkeeping

Prior to PHG, Logan served in Alvarez and Marsal’s CFO services group supporting private equity backed clients in an interim and advisory capacity with solutions to preserve and generate value for their businesses through best-in-class financial management. Logan began his career at Ecolab’s in the financial leadership program, focused on credit risk and international strategic finance.

Education

BS Magna cum laude in finance from UW Whitewater

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

Luke Saunders

Head of Europe

Prior to joining PHG, Luke was a Director at Finquest, a global M&A deal sourcing provider that supported private equity funds both pre-investment committee and with their acquisitive portfolio companies. Luke has spent over a decade working with investment professionals and management teams in an advisory capacity.

Education

BSc (Hon) Business Management from The Royal Agricultural University

Shawn Ryan

Chief Financial Officer

Prior to joining PHG, Shawn was CFO of Lumio Solutions a leading data management and analytics company for financial institutions. Earlier in his career, Shawn held leadership roles in audit, finance, marketing and product at Capital One and S&P Global.

Education

BS, Management Science, SUNY Geneseo

MBA, Finance, Rochester Institute of Technology

CFA Charterholder