MEET OUR BANKERS
We’re more than just a team—we’re family. Driven, competitive, and fully dedicated, we put our clients first and push ourselves to achieve the best possible results.
Joe Boulay
Senior Analyst
Dee Collins
Director of Marketing
Currey Cornelius
Managing Director
Abby Davis
Vice President
Garrett Gamez
Associate
Troy Ganow
Director
Sam Gemar
Controller
Geoff George
Analyst
Mason Glause
AI Implementation Lead
Gary Grote
Managing Director
Dani Hoskinson
Executive Assistant
AJ Hubner
Analyst
Mark Jones-Pritchard
Managing Director
Kate Loughran
Managing Director
Marisa Mammano
Senior Administrative Assistant and Office Manager
Wm “Lee” Merritt
General Counsel
Matt Plooster
Founder & CEO
Natasha Plooster
Chief Operating Officer
Alex Reiss
Managing Director
Lucas Scherf
Analyst
Robert Schmidt
Managing Director
Alex Spanel
Director
Steven Townsend
Director
Bryan Wallace
Managing Director, Head of Industrials
Ken Wasik
Managing Director
Perry Worden
Associate
Mike Anderson
Managing Director, Emeritus
Addie West
Administrative Assistant
402.819.0320
Joe Boulay
Senior Analyst
Joe joined Bridgepoint as an Analyst Intern in Spring 2023 and came on full-time as an Analyst in May 2024. He recently graduated from the University of Nebraska-Lincoln with a bachelor’s degree in finance and accounting. While at UNL, Joe kept busy as President of his fraternity, Sigma Phi Epsilon, and as Vice President of Recruitment for the Wall Street Scholars of Nebraska, a group focused on investment banking and private equity. He also gained hands-on experience through internships in commercial banking, equity research, private equity, and investment banking.
When he’s not working, Joe loves hanging out with family and friends, staying active with exercise and nutrition, and enjoying basketball, football, and golf.
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Dee Collins
Director of Marketing
Dee Collins brings over 18 years of marketing experience to Bridgepoint, with a proven track record of building brand awareness, crafting effective strategies, driving results, and fueling growth for the organizations she’s worked with. Her knack for using data to boost engagement, combined with her passion for community service, makes her a valuable addition to our growing impact investment bank.
Outside of work, Dee loves spending time with her husband and two sons. You can often find her running, tackling house projects, coaching soccer, or enjoying a good board or card game with family and friends.
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Currey Cornelius
Managing Director
Currey joined Bridgepoint Investment Banking as a Managing Director in 2026 and is based in the firm's Denver office. He brings more than 15 years of M&A advisory and capital raising experience to Bridgepoint's built environment practice, with deep expertise in specialty construction, building products manufacturing, trade contractor, and facilities maintenance companies. His mission as an investment banker is helping founder and family-owned companies maximize the value of their life's work while finding the right strategic partner to unlock the next chapter of growth.
Prior to joining Bridgepoint, Currey served as a Managing Director at Whelan Advisory Capital Markets. Over the course of his career, he has advised on more than $3.1 billion in transactions, including some of the largest residential construction platforms in the U.S. and high-profile deals with international, strategic, and private equity buyers. His extensive relationships across the builder, trade contractor, building products, specialty construction, and private equity communities give him a distinct perspective on valuation, capitalization and market timing.
Beyond client work, Currey serves on the board of the Housing Innovation Alliance and is a frequent speaker at industry events. Outside the office, he enjoys time with his wife and two young children, and – when he isn't in the cockpit as a licensed pilot – can often be found fishing or skiing in Colorado’s backcountry.
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Abby Davis
Vice President
Abby joined Bridgepoint Investment Banking in 2021 after starting her career at KPMG, LLP, where she was an associate in the Deal Advisory & Strategy practice. At KPMG, she specialized in financial due diligence and accounting advisory services, consulting on various M&A transactions. Abby earned both a Bachelor’s in Business Administration, majoring in Accounting and Finance, and a Master’s in Accounting from Texas Christian University. She is also a licensed Certified Public Accountant (CPA).
Outside of work, Abby enjoys spending quality time with her family, especially her niece, nephew, and her dog, Murphy. She serves on the Board of Trustees for her alma mater, Marian High School, mentors students through the Bridgepoint Fellows Program, and stays connected with friends through supper club and book club gatherings.
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Garrett Gamez
Associate
Garrett joined Bridgepoint in 2022 after starting his career at PricewaterhouseCoopers (PwC) as an Assurance Associate. While at PwC, he worked within the financial services group, focusing on private equity firms, hedge funds, and asset and wealth management companies. Garrett earned both a Bachelor’s degree in Accounting and Finance and a Master’s in Business Administration from Providence College. During his time at Providence, he was a member of the Men’s Ice Hockey team and later contributed as a Student Assistant Coach.
Outside of work, Garrett enjoys spending time with his wife, Abigail, and their one-year-old daughter, Leighton. He has a passion for cooking, watching hockey, playing golf, and enjoying outdoor activities.
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Troy Ganow
Director
Troy rejoined Bridgepoint in 2025, bringing over 10 years of experience in M&A advisory and capital raising. He started his career at Bridgepoint as an Analyst and Associate, where he built a strong foundation in investment banking. Afterward, he broadened his expertise at Baird’s Technology and Services Group and Stephens. Most recently, Troy was a Vice President in Houlihan Lokey’s Healthcare Group.
When he's not working, Troy enjoys spending time with his wife and four kids. The family loves to travel, especially to National Parks, and stays active with hiking, cycling, and playing sports like soccer and golf.
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Sam Gemar
Controller
Sam Gemar serves as Controller at Bridgepoint, leading the firm's financial operations, reporting, and internal accounting functions. He plays a pivotal role in managing the firm's financial infrastructure to support continued growth across its capital raising and M&A advisory practices.
Prior to joining Bridgepoint, Sam was a Staff CPA at BMG Certified Public Accountants, LLP in Lincoln, Nebraska, where he advised individuals and small businesses on tax planning and accounting matters. Earlier in his career, he served as Accountant and Director of IT & Marketing for Lincoln Mobility and Gemar & Associates, Inc. in Lincoln, Nebraska, where he developed his operational skill set and entrepreneurial mindset.
Sam holds a Master of Professional Accountancy and a Bachelor of Science in Business Administration with emphases in Accounting, Statistics, and Mathematics - both from the University of Nebraska–Lincoln. He is a licensed Certified Public Accountant in Nebraska.
Outside the office, Sam is an advisory board member and founding member emeritus of Students Together Against Cancer, a 501(c)(3) nonprofit supporting cancer patients in southeast Nebraska. He and his wife, Chelsi, are working their way through all 63 U.S. National Parks, and when they're not on the trail, they can be found on a run, on the golf course, or exploring the outdoors close to home with their dogs.
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Geoff George
Analyst
Geoff joins Bridgepoint Investment Banking as an Analyst, bringing nearly four years of institutional finance experience to the team. He comes to Bridgepoint from Brown Brothers Harriman in Boston, where he served as a Senior Analyst in Valuations, managing client portfolios and conducting fair value analysis across a broad range of equities and fixed income securities. In that role, he worked directly with C-suite executives on pricing terms and valuation methodologies and gained experience across a variety of transaction types.
Geoff earned his Bachelor of Science in Business Finance from Pennsylvania State University and has completed coursework in valuation, M&A, and LBO modeling.
Outside the office, Geoff can be found surfing, watching ice hockey, or catching up on the How Leaders Lead podcast.
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Mason Glause
AI Implementation Lead
Mason joined Bridgepoint in 2026 as AI Implementation Lead, responsible for driving adoption of AI tools and workflows across the firm. He spent six years in freight pricing and logistics operations at Werner Enterprises, where he led automation across a 20-person pricing team and earned the company's 2023 Innovation Award. He most recently served as AI Project Lead at DMSi Software, where he was selected by executive leadership to lead AI initiatives. Mason earned his bachelor's degree from the University of Nebraska at Kearney, with an emphasis in supply chain management.
Outside of work, Mason enjoys golf, rock climbing, and cheering on the Huskers, and spends much of his free time with his wife.
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Gary Grote
Managing Director
Gary joined Bridgepoint Investment Banking as Managing Director in 2016 after a successful 23-year career in commercial banking. He focuses on healthcare, leveraged finance, financial services, and real estate, drawing from extensive experience leading teams and managing large portfolios. Previously, Gary served as Group President at Great Western Bank, overseeing 15 locations and more than $1.5 billion in assets, and as Executive Vice President at Omaha State Bank. He is also an active board member for several nonprofits and a proud Nebraska native, holding a bachelor’s degree in Economics and Finance from the University of Nebraska and completing the Graduate School of Banking in Colorado.
On a personal note, Gary has always embraced his large family roots as the youngest of 42 cousins. A lifelong foodie, he loves cooking homemade pasta and smoked meats, and he and his wife are avid travelers, having visited 84 wineries in Napa alone. Golf is his favorite hobby—especially on a great course where he can play barefoot. While Gary originally aspired to be a sports journalist, a writer for the Lincoln Journal Star convinced him to pursue a more lucrative career, and he’s never looked back. Oh, and despite his father’s name being Jerry, he didn’t play for the ’69 Mets!
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Dani Hoskinson
Executive Assistant
Dani Hoskinson serves as Executive Assistant to the CEO and COO at Bridgepoint Investment Banking. She brings more than eight years of experience supporting senior leadership across professional services and healthcare. Most recently as Firm Administrator at HBE, LLP, and prior to that as a Senior Administrative Assistant at the University of Nebraska Medical Center, where she supported the Chief of Cardiology and a team of 18 physicians. Known for her anticipatory mindset, operational precision, and discretion, Dani is a trusted partner to the firm's leadership team. She is a Nebraska native and is based in the Omaha area.
Outside of work, Dani loves the outdoors and keeping active with her husband and three kids – whether at the pool, the ballfield, the park, or the tennis courts.
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AJ Hubner
Analyst
AJ Hubner is an Analyst at Bridgepoint Investment Banking. Prior to joining, AJ was a Tax Senior at Deloitte, providing tax compliance and consulting services to private equity firms, family offices, and high-net-worth individuals. His experience analyzing financial statements, optimizing tax strategies, and advising executives across various industries has given him a strong foundation in financial analysis, due diligence, and regulatory compliance.
AJ earned his Bachelor of Science in Business Administration from Creighton University, double majoring in Accounting and Financial Analysis. He holds a CPA designation and has extensive experience in financial modeling and valuation
Outside of work, AJ stays actively involved in his community, most recently as the varsity quarterbacks coach at Creighton Prep. He also enjoys golfing, reading, and playing basketball.
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Mark Jones-Pritchard
Managing Director
Mark joined Bridgepoint in 2024 as Managing Director, bringing over 20 years of M&A advisory and capital-raising expertise in the Consumer sector. Based in Chicago, Mark spent 10 years at Lincoln International and most recently served as Managing Director at Brown Gibbons Lang & Company. Throughout his career, he has advised on more than 40 transactions, representing over $10 billion in deal value. Mark earned a Bachelor of Arts in Economics from The University of Manchester in the UK and is a Chartered Accountant.
Mark resides in Wilmette, Chicago, after living in six countries across three continents. A lover of the outdoors, he enjoys hitting the slopes each winter and has a passion for exploring new countries with his wife and three daughters. A dedicated Liverpool FC supporter, Mark also finds time to coach his daughters’ soccer teams.
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Kate Loughran
Managing Director
Kate joined Bridgepoint in 2021 as a Managing Director based in Denver, where she's part of the firms Industrials practice with a focus on the Manufacturing, Materials and Chemicals sectors. With over 16 years of M&A advisory and capital-raising experience, Kate has successfully guided more than 50 transactions totaling over $150 billion in deal value. Before Bridgepoint, she served as a Director in Bank of America’s Global Industrials Group, delivering exceptional outcomes for clients in chemicals, materials, and manufacturing. Kate holds a BSBA from Georgetown University.
Kate is passionate about advancing women in finance and has been recognized by Mergers & Acquisitions as one of the Most Influential Women in Mid-Market M&A (2024) and by The Global M&A Network as one of the Top USA Women Leaders & Dealmakers (2024).
Outside of work, Kate is an avid traveler, skier, and mountaineer. She’s visited 56 countries, climbed 42 of the 50 U.S. high points, and is actively pursuing the Seven Summits. Deeply committed to philanthropy in her Denver community, Kate is focused on causes related to disability awareness, adaptive sports, and representation in the outdoors. She sits on the Board of the Rocky Mountain MS Center and is a proud member of the Colorado Mountain Club and Good Shepherd Catholic Church.
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Marisa Mammano
Senior Administrative Assistant and Office Manager
Marisa Mammano joined Bridgepoint in 2024, bringing her exceptional organizational skills, proactive problem-solving, and leadership experience to her role as Senior Administrative Assistant. With a strong background in managing complex projects, streamlining processes, and fostering seamless cross-functional collaboration, Marisa thrives in fast-paced environments that demand precision and efficiency. Her knack for anticipating challenges, managing priorities, and executing with speed and accuracy makes her an invaluable part of the Bridgepoint team.
Originally from South Carolina, Marisa now calls Omaha, NE, home, where she’s lived for the past 2.5 years. A proud mom of two and a military spouse, she loves cheering on her beloved Carolina Gamecocks and spending quality time with family and friends, whether it’s watching sporting events in their basement or exploring the outdoors in their travel trailer. An avid traveler, Marisa enjoys discovering new places and traditions, blending her adventurous spirit with her passion for creating lasting memories.
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Wm “Lee” Merritt
General Counsel
Lee brings a wealth of experience to Bridgepoint, with over 50 years in legal, M&A, accounting, and banking. His expertise spans business planning, transitions, and financing, including negotiating secured and collateralized financings. Before joining Bridgepoint, Lee served as Senior Director & Vice President of Business Development at First National Bank. He also held roles as Managing Partner in M&A and business law at Woods & Aitken LLP and Tax Accountant at Touche Ross & Co. Lee earned his bachelor's degree and JD in Business and Tax Law from the University of Nebraska and was honored by his peers in The Best Lawyers in America for his work in M&A law.
Beyond his professional accomplishments, Lee is deeply engaged in his community. He serves on the Executive Committee of the Nebraska Trucking Association's Board of Directors and chairs the Nebraska Trucking Foundation. Passionate about helping those in need, Lee actively supports organizations in Lincoln and Omaha. He is a member of Berean Church in Lincoln and a proud father of four—two biological children and two adopted. His oldest daughter serves as a sergeant with the Lancaster County Sheriff’s Office, and his youngest, born in China, is a registered nurse practicing in Denver, Colorado.
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Matt Plooster
Founder & CEO
Matt is the Co-Founder and CEO of Bridgepoint, with more than 20 years of investment banking experience. He is responsible for evaluating growth strategies, allocating capital, nurturing key partnerships, engaging the community, and recruiting and developing the next leaders for the firm. Before starting Bridgepoint, Matt worked in Morgan Stanley’s Investment Banking Division and Deutsche Bank Securities' Global Investment Banking Division. Over his career, he has successfully completed more than $41 billion in transactions, including $17 billion in M&A and $23 billion in capital raising. Matt has served on numerous public and private corporate boards and is a native of Nebraska. He earned his bachelor’s degree from the University of Chicago and is an alumnus of Columbia Business School in New York.
In recognition of his achievements, Matt received the Leadership Award from Global M&A Network and the Emerging M&A Leader Award from Atlas Awards in 2022. He was also honored as a Midlands Business Journal 40 Under 40 winner in 2020.
Outside of work, Matt is deeply passionate about his faith, family, community and the Bridgepoint team. He enjoys fly fishing, traveling, and leadership development, and is also a sommelier with a passion for wine. These interests reflect his commitment to personal growth and purpose in every aspect of life.
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Natasha Plooster
Chief Operating Officer
Natasha is the Chief Operating Officer of Bridgepoint Investment Banking, bringing a dynamic background in investment banking, private equity, and executive leadership. Before joining Bridgepoint, she led EFG Distribution, LLC as President and CEO. Natasha began her career as an analyst in Deutsche Bank’s Global Industrials Investment Banking Group, focusing on mergers, acquisitions, and corporate finance. She later transitioned into private equity with Valor Equity Partners in Chicago and played a key role in raising Burlington Capital Group’s agribusiness private equity fund.
Recognized for her leadership and commitment to advancing women in finance, Natasha has been named one of the Most Influential Women in Mid-Market M&A by Mergers & Acquisitions for three consecutive years. Her accolades also include being honored as a Top USA Woman Dealmaker by Global M&A Network and receiving the Emerging Leader Award from M&A Advisors in 2021.
Natasha earned her Bachelor of Science in Industrial Operations Engineering from the University of Michigan. She is deeply engaged in her community, serving as Immediate Past President of the Board for Matt Talbot Kitchen and Outreach and as a board member for NUtech Ventures.
Natasha’s greatest joy is her family, which includes her awesome husband, three kids, four dogs, one cat and an ever-changing number of fish. She loves traveling, staying active, and cheering on her kids from the stands. An aspiring fan of early mornings, she kick-starts each day with a latte in hand. Deeply committed to her community, Natasha dedicates her time to causes that create meaningful impact, reflecting her passion for making a difference both professionally and personally.
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Alex Reiss
Managing Director
Alex joined Bridgepoint in 2024, bringing over 13 years of M&A advisory and capital-raising expertise to the firm. Based in Omaha, he enhances Bridgepoint’s Industrials practice with extensive transaction experience across the mobility and diversified industrials sectors. Alex has significant expertise in both M&A and debt and equity capital raising, developed over years of working in global financial hubs, including Asia and New York.
Before joining Bridgepoint, Alex spent 13 years at leading global investment banks, including Deutsche Bank, where he was a member of the Global Industrials Group covering the automotive and diversified industrials sectors, as well as BNP Paribas. Over his career, he has advised on more than 35 transactions totaling over $60 billion in deal value. Alex holds a BBA from Emory University’s Goizueta Business School.
Outside of work, Alex is a proud father of two beautiful daughters. He’s an avid football fan and enjoys traveling, playing golf, skiing, and cooking in his free time. Whether exploring new destinations or spending time with family, Alex values making the most of life’s adventures.
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Lucas Scherf
Analyst
Lucas joins Bridgepoint Investment Banking as an Analyst. He comes to Bridgepoint from KPMG in Des Moines, where he served as an Audit Associate conducting financial statement audits across the asset management, construction/electrical, and insurance industries, and performed valuations of public company acquisitions in the semiconductor sector.
Prior to his time at KPMG, Lucas spent nearly two years as a professional golfer, competing across the United States, Canada, and Europe. Lucas earned both his Master of Accounting and his Bachelor of Science in Business Administration from Drake University, where he was also a Division I student-athlete on the Men's Golf team.
Outside of work, Lucas enjoys golf, travel, and skiing.
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Robert Schmidt
Managing Director
Rob joined Bridgepoint in 2023 as Managing Director, bringing over 15 years of M&A, advisory, and capital-raising expertise in the consumer sector. Based in New York City, Rob was a senior banker at Stifel, focusing on delivering impactful results for clients across sectors like Health and Wellness, Branded Consumer Products, Outdoor Enthusiast, and Retail before joining Bridgepoint. Prior to Stifel, Rob worked in Jefferies’ M&A group, overseeing transaction execution across various industries. Over his career, he has advised on more than 35 transactions, representing over $25 billion in deal value. Rob holds an MBA from the Chicago Booth School of Business and a BA from the University of Pennsylvania.
Outside of work, Rob is a proud dad of three children. He enjoys international travel, sailing, exploring new wine regions, and seeking out new experiences.
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Alex Spanel
Director
Alex joined Bridgepoint Investment Banking in 2017 as an Analyst after gaining experience as a Senior Tax Consultant at Deloitte and a Financial Reporting Analyst at Koch Industries. Now a Vice President at Bridgepoint, Alex leads the firm’s Transportation and Logistics group and oversees deal execution. Since joining the firm, he has successfully closed over 25 M&A and capital-raising transactions across various sectors. Alex holds both a Master of Professional Accountancy and a Bachelor of Business Administration from the University of Nebraska-Lincoln.
Outside of work, Alex and his wife Mary are avid travelers, with London being one of their favorite destinations. As huge Tottenham Hotspur fans, they always make it a point to catch a match while they're there. They also share their home with two Italian greyhounds, who bring plenty of joy and personality into their lives.
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Steven Townsend
Director
Steven is a Director at Bridgepoint, where he focuses on the Business Services and Industrials sectors, with deep expertise in the law firm / legal services, human capital management, and building products verticals. Within Industrials, Steven leads the firm's Building Products Services & Distribution coverage. Since joining in 2017, Steven has advised founder-owned companies on strategic growth, capital raising, and M&A transactions.
Previously, Steven was a Senior Associate in the International Tax Practice at KPMG, where he advised U.S. based multinational clients across the manufacturing and construction industries. He holds an inactive Certified Public Accountant (CPA) license and a Bachelor of Science in Business Administration from Creighton University, where he double-majored in Accounting and Finance.
Outside of work, he enjoys time with his wife and son and, as a Nebraska native, proudly claims the title of “Jaysker,” cheering for both the Creighton Bluejays and Nebraska Cornhuskers.
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Bryan Wallace
Managing Director, Head of Industrials
Bryan, Managing Director and Head of Industrials, brings over 21 years of M&A advisory and capital-raising experience. Based in Denver, Bryan leads the firm’s coverage of the Power and Infrastructure sector, with a focus on utility and grid services, power generation and energy services, energy transition and cleantech, TICC, water and environmental infrastructure, and sign/display/print. Throughout his career, Bryan has worked extensively with founder and family-run businesses across the U.S.
Before Bridgepoint, he was a Managing Director at Woodbridge International and the Chief Operating Officer at the Jones Companies, a Denver-based conglomerate in media, education, software, and training. Bryan also spent time at BMO Capital Markets’ Investment Banking Division in Chicago and New York, where he contributed to over $1.9 billion in transaction origination and execution. A Denver native, Bryan holds a Bachelor’s degree from the University of Colorado at Boulder.
Outside of work, Bryan is an avid fly fisherman who loves spending time with his family, especially on trips. He enjoys traveling, playing golf, and cheering on the Denver Broncos and CU Buffs. As a Colorado native, he’s deeply connected to the outdoors and sports culture of the area.
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Ken Wasik
Managing Director
Ken Wasik is a Managing Director on Bridgepoint Investment Banking’s Consumer team. Based in New York, he brings more than 25 years of M&A advisory and capital-raising experience exclusively in the consumer sector, with deep expertise advising founder- and family-owned businesses across branded consumer goods, food and beverage, household products, leisure, retail, and e-commerce. Over the course of his career, Ken has executed transactions for consumer product brands representing well over $10 billion in deal value.
Before joining Bridgepoint, Ken most recently served as Co-Head of Investment Banking and Head of Consumer Investment Banking at Capstone Partners, where he built and led a 15-person consumer team. He previously built the consumer practice at Houlihan Lokey, serving as Co-Head of the Consumer, Food & Retail Group, and also held senior roles at Jefferies and Stephens Investment Bank, beginning his career at UBS in New York.
Representative transactions span every major consumer category, including the sale of beauty brands Philosophy, SkinCeuticals, and Physician Formula; apparel and lifestyle brands Kate Spade, Mashburn, and London Fog; outdoor companies Bennington Marine - the largest independent boat manufacturer in the United States - and Bad Boy Mowers; consumer services companies Mahaffey Tent & Event, the nation’s largest tent rental company, and Pink Jeep Tours; e-commerce platforms Netrada, Build.com, and Purchasing Power; and premium household brand Viking Range, as well as public offerings for Party City, Yoga Works, Pepsi Puerto Rico, Michaels Companies, ClubCorp, and Intrawest Resorts, among many others. Ken holds an MBA in Finance from Columbia University and a BS in Accounting from St. Joseph’s University.
Outside of work, Ken is the proud father of four boys. He stays active through endurance sports and indoor rowing, and finds time to get out on the golf course whenever he can. When he’s not competing or training, you’ll likely find him deep in a history book.
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Perry Worden
Associate
Perry joined Bridgepoint in 2019 as an Intern during his junior year at Creighton University and transitioned to a full-time Analyst after graduating in May 2021 with a BSBA in Finance. He gained hands-on experience interning with Kiewit Corporation in their corporate tax accounting group. Since joining Bridgepoint, Perry has spent most of his time working on a variety of industrial services, business services, and staffing engagements, where he’s developed a strong foundation in investment banking and continues to contribute to the firm’s success.
Perry’s two very small, energetic dogs keep him on his toes, ensuring there’s never a dull moment at home. A passionate Kansas City Chiefs fan, he loves cheering on his team while spending time with his fiancé. Together, they enjoy exploring Nebraska’s hidden gems in search of the best steak—so far, Ole’s in Paxton and The Speakeasy in Sacramento are their top picks—and are frequent spectators at local hockey games, rooting for the Lincoln Stars or Omaha Mavericks.
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Mike Anderson
Managing Director, Emeritus
Mike brings over 25 years of M&A, corporate finance, financial services and financial advisory experience to Bridgepoint. He previously led corporate development and M&A for Securities America, which had about $650 million annual revenue. Other past positions include serving as President of Ameritrade, Inc. and founding Ameritrade Advisory Services. He has served as President of InfoUSA and Accutrade, and has worked as Principal at Charter Hill Partners (a regional M&A and finance advisory firm). Mike possesses a bachelors degree from Iowa State University.
Addie West
Administrative Assistant
Addie West serves as Administrative Assistant in Bridgepoint Investment Banking's Denver office, supporting the firm's originators and serving as the first point of contact for clients, visitors, and guests. She brings more than a decade of experience supporting senior leadership across healthcare, consumer products, and life sciences. Most recently as Real Estate Assistant at BayCare Health System, where she supported the Director of Real Estate, and prior to that as Executive Assistant and HR Administrator at Melitta North America, where she partnered directly with the CEO and HR leadership on executive scheduling, travel, and company-wide events. Known for her anticipatory mindset, meticulous attention to detail, and discretion with confidential matters, Addie keeps the Denver office running so the deal team can stay focused on clients. An Indiana native, she is now based in the Denver area.
Outside of work, Addie and her husband are raising two kids and spend as much time outdoors as they can. Camping and hiking are the family's favorite way to spend a weekend, and Colorado offers no shortage of places to do both.