Simon co-founded the firm to build the kind of advisory practice he wished had existed when he first started in the industry — small by design, partner-led, and patient enough to do the work properly.

His background spans sell-side advisory and leveraged finance, with an early career in Indiana before relocating to lead the firm's healthcare and services practice. He holds an M.Sc. in Finance from the University of Notre Dame.

"My job is to be the calmest person in the room on the worst day of the deal."

Aleksandar leads the firm's buyer-coverage practice, focused on cultivating long-standing relationships with private-equity groups, family offices, and strategic acquirers across North America and Europe.

His background is in principal investing, with earlier experience on the buy-side of the lower-middle market. He holds a B.A. in Economics from Western Michigan University and is fluent in three languages.

"The right buyer is rarely the loudest. We find the ones who will still be good stewards in five years."