Our Strategic Partners
Experienced advisors supporting thoughtful acquisitions, smooth transitions, and sustainable long-term growth.
Explore Our Partners’ Expertise
Open a profile to learn more about the experience each partner brings to an acquisition.
Jon Rogers Strategic Growth Advisor & Acquisition Lead
Jon Rogers is a Harvard Law graduate with a track record in investment banking, private equity law, and high-stakes negotiations at Adobe. As a seasoned operator and dealmaker, he has successfully scaled multiple businesses post-acquisition. Jon identifies strong opportunities, structures win-win deals, and leads seamless transitions with a focus on sustainable growth. He is passionate about honoring business legacies while unlocking future potential.
Amy Walker Business Strategist & Certified Exit Planning Advisor
Amy Walker brings over 20 years of experience in business growth, operations, and exit readiness. A Certified Exit Planning Advisor and fractional COO, she excels at building scalable systems and preparing businesses for smooth transitions. Amy leads integration strategy and supports team alignment to ensure continuity post-acquisition. She combines strategic insight with a practical, people-centered approach.
Matt Perkins Acquisition Broker & Valuation Strategist
Matt Perkins has 15 years of experience in corporate leadership and business brokerage. He manages deal sourcing, broker communication, and financial analysis to drive successful transactions. Matt evaluates business value, identifies red flags, and ensures alignment between buyers and sellers. His calm, client-first approach is key to closing smooth, strategic deals.
Bob Bordone Negotiation & Conflict Resolution Expert
Robert C. Bordone is a globally distinguished authority in mediation, facilitation, and complex dispute management. A Senior Fellow at Harvard Law School and USA Today bestselling author, he dedicated over two decades to the Harvard faculty, where he established the Harvard Negotiation & Mediation Clinical Program. Bob provides strategic counsel to corporate giants and governmental bodies, including Microsoft and the Department of Justice, on navigating high-stakes dialogues. He is recognized for empowering organizations to resolve sensitive challenges with resilience and collaborative clarity.
Lisa Pinckney Finance & Operations Strategist
Lisa Pinckney possesses more than 15 years of seasoned corporate finance acumen, honed at premier organizations such as PNC Bank and Dow Jones. Her deep expertise encompasses financial planning and analysis, portfolio oversight, and comprehensive strategic auditing. With dual undergraduate degrees in Psychology and Finance/Accounting from Rider University, complemented by an MBA specializing in Fraud and Forensic Accounting, she delivers institutional-grade precision to the acquisition process. Lisa spearheads financial governance and operational architecture, ensuring every portfolio company maintains a transparent, scalable framework for long-term excellence.
Peter Harris Venture Strategy & Private Markets Advisor
Peter Harris is the Founding Partner of University Growth Fund and a seasoned investor with 16 years of expertise in private markets. As a venture capitalist and angel investor, he has supported over 100 high-growth companies, including industry leaders such as OpenAI, Spotify, Airbnb, and Anthropic. Peter combines a deep understanding of market mechanics with a commitment to identifying transformative opportunities.
A distinguished educator and strategist, Peter has mentored more than a thousand students in the complexities of private market transactions. His background spans from executing significant real estate acquisitions to pioneering impact-focused microfranchises on a global scale. As the host of the top-ranked podcast, The Venture Capitalist, Peter is dedicated to empowering investors to navigate intricate private markets with strategic clarity and collaborative purpose.
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