Our Team

Our M&A professionals have broad and deep experience.

Representative Team Experience

A. T. Kearney Dun & Bradstreet Software IBM Rockport Group
AB Electrolux Eaton Ingersoll Rand Co. Ryder Systems
Accenture Ecolab Intel Senata Technologies
Altran Technologies Elearis KPMG Southern Company
Arthur D. Little Emerson Electric Levi Strauss & Company Southwire Company
AVG Technologies First Niagara Financial Medikon SpineMedica
Avocent (Emerson Electric) Ford Motor Company Medivation Striderite Corporation
Blue Coat (Symatec) Gainey Business Bancorp MiMedx Sun Microsystems
Brooks Brothers Group General Electric Nike SunGard
Cameo Global GFI Group Pepsico Surgi-vision
CDW Global Medical Products Procter & Gamble Taylor Comm.
Cellular One GT Equipment Technologies Prudential Financial Trimble
CheckFree Corporation Harland Clarke PwC Whitney Comm.
Cisco Home Depot RBC Bank Willis Stein & Partners
Dara BioSciences HSBC Bank Reebok International XPO Logistics

Senior Management

Our M&A Professionals

Our M&A professionals are former Corporate C-Suite Executives, VPs and Directors.  A number of them have also held senior positions with major consulting firms.  They have broad and deep experience in M&A for a variety of industries and are subject matter experts in various functional areas including:

  • Cybersecurity
  • Information Technology
  • Integration Management
  • Human Resources
  • Legal Coordination
  • Finance/Strategy
  • Manufacturing
  • Supply Chain
  • Marketing/Sales
  • Project Management
  • Logistics
  • Software

Board of Advisors


Marty Jensen -  Chairman -  Reno, NV -  MJensen@PMIAdvisors.com   |   www.linkedin.com/in/martyjensen57/ 

Mr. Jensen has over 35 years of executive leadership in comprehensive wealth management, practice management, sales, distribution and technology platforms in the financial services industry. His duties have covered a broad range of executive, front line and field management experiences, dealing with multi-disciplinary, collaborative national growth priorities. His former clients have included Broker-Dealers, RIA’s, Insurance, Financial Intermediaries, Family Offices, Non-Profit Foundations, Trusts and Estate Planning clients-advisors-enterprises, in both domestic and international markets.


Steven Keith - Detroit/Buffalo    SKeith@PMIAdvisors.com   |   www.linkedin.com/in/stevenekeith/

Mr. Keith has held VP and Director-level roles in Supply Chain, Operations, Quality, Engineering, and Program Management with large multinational organizations such as Ford Motor Company and AB Electrolux and middle market companies such as Columbus McKinnon, First Niagara, and Standard Register / Taylor Corporation.  In these roles, he led teams of 60+ and cross-functional transformation initiatives consisting of Organizational Design, Strategic Planning, Operating Model Development, Efficiency Improvement, M&A Integration, Business Process Optimization, and Technology Implementation.


Grant J. Smith, Esq.  -   Ft. Lauderdale - GSmith@PMIAdvisors.com    |   www.StrategySmith.com 

Mr. Smith brings a broad legal background as corporate counsel and a practicing attorney heavily involved in M&A transactions.  He began his career with a highly-rated Fort Lauderdale law firm where he worked for 10 years in government affairs for national clients, before embarking on an entrepreneurial path, where he filled a number of roles as owner, counsel, and chief administrative officer. He was then asked to be the general counsel and chief administrative officer of an environmental services company where he helped grow the company through numerous acquisitions.  After that company was sold, he was asked to remain to work closely with the new owner’s team to grow the company until it was sold again to a larger, international company.


Jamil Hasan -  New York  -  JHasan@PMIAdvisors.com     |   www.linkedin.com/in/jamil-hasan-63bb71/

Mr. Hasan is a multi-disciplined leader with MS Finance, and over 18 years managing operations at Fortune 500 companies. He has served as the primary liaison between finance and technology teams. Driven financial technology implementation and data warehouse development, remediation, and merger integration. He has lead cross-functional teams and transformed financial infrastructures to meet stakeholder, audit, and regulatory requirements. He specializes in synthesizing complex fragmented data, designing powerful management reporting platforms, and creating cost-effective operational efficiencies.



Family Office Club

The Family Office Club is the largest family office association in the industry, with 90,000+ current members, and the premier family office conference provider.  Since 2007, the organization has been helping form family offices, fostering a valuable peer network, hosting the industry’s best events, and serving as an educational resource to members of the family office community.  Members of the Family Office Club enjoy quarterly family office conferences, exclusive investor data solutions, and family office training resources.

Branding and Marketing Agency

Founded in 1990, The Monogram Group is a branding agency specializing in repositioning middle market brands for business performance. Whether internal dynamics have changed (e.g., new leadership through a merger or acquisition, new products and services to launch, etc.) or there's a need to reposition your brand to address rapidly changing market conditions, Monogram builds smart, actionable programs that deliver results. Our clients have come from 4 countries, 14 states and 25+ categories, and one brand we built was sold for $12 billion. In addition, we were just rated a Top 20 Chicago agency by expertise.com. Chances are, we can bring that depth of experience and proven performance to bear on your post-merger integration challenges.


Organizational Culture Due Diligence, Assessment and Integration

A global enterprise specializing in aligning culture with infrastructure and strategy. Vector Group has unique and deep expertise in cultural due diligence, assessment and integration and has helped many organizations achieve post-merger success over the past two decades. Vector’s cultural assessment process documents and measures current managerial and staff behavioral patterns and contrasts those to the patterns the organization requires to successfully implement its strategy. We bring perspectives from almost 40 years of practice across numerous industries on a global basis. We have a sterling history in transforming organizations by achieving strategic intent and delivering results.    We are leaders in organizational effectiveness.

Currency Advisory and Payment Services

Bannockburn Global Forex, LLC is a boutique capital markets trading firm specializing in currency advisory and payment services. The firm is purely client-oriented and their basic model is to combine expert counsel and pre-trade analytics with low-cost execution. The financial world has fundamentally changed. Volatility is more extreme and with new regulations, financial institutions can no longer transfer risks to their customers or price their services in a non-transparent fashion.

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