A buy-side M&A firm, founded in New York in 2015.

John Morrison

Director

John develops and executes acquisition strategies for private equity groups and corporate buyers. Over 16 years he has led searches for new platforms and add-ons in niche manufacturing, business services, industrial products and services, IT, consumer products, healthcare and financial services.

He began his career as a consultant at KPMG.

EducationB.S. in Finance, New York University. M.B.A., University of Texas.

Will Francois

Director

Will sources investment opportunities and builds relationships between owners of lower-middle-market businesses and private equity firms, family offices and strategic corporations.

Before Casspium he was an Associate at Murdock Capital Partners in New York, focused on deal origination and M&A across healthcare, technology, manufacturing, industrial, consumer and business services.

EducationB.A., Hofstra University. M.B.A., Imperial College London.

Jo-Anne Lopez

Director

Jo-Anne develops and executes acquisition strategies for private equity, family office and corporate buyers.

She was previously an Investor Relations Associate at Alcoa, and before that worked in the Transaction Services group at Jefferies, performing buy-side and sell-side financial due diligence on divestitures, management buy-outs and recapitalizations in niche manufacturing, distribution and business services.

EducationBachelor's and Master's degrees, Case Western Reserve University.

David Schwartzman

Director

David works with clients on mergers and acquisitions, equity and debt financing and strategic initiatives. He has 10 years of experience in strategic and transaction advisory and investment banking, and is a Chartered Accountant.

EducationB.B.A. and M.B.A., Stetson University.

Pascal Fabient

Principal

Pascal develops and executes acquisition strategies for private equity, family office and corporate buyers, and prepares offering documents, financial models, marketing materials and market research.

He was previously an Associate in the Investment Banking group at Boenning & Scattergood, focused on mergers and acquisitions.

EducationBachelor's degree in Marketing and Communications, University of Toronto.

Katherine Woo

Financial Analyst

Katherine assesses investment opportunities, analyzes financial data and performs enterprise valuations of target companies.

She was previously a FINRA-registered financial representative at Blue Ocean Wealth Solutions, a MassMutual firm, and a Finance Associate at the United Nations Joint Staff Pension Fund, working on internal audit and due diligence. She passed all three levels of the CFA exams on her first attempts.

EducationBachelor's in Business Administration, De La Salle University. Master's in Financial Management, Boston University.

Robert Solari

Business Development

Robert sources investment opportunities for family office and private equity firms in industrial and business services, and works directly with owners exploring a sale.

He brings more than 30 years as the owner and operator of several lower-middle-market businesses, mainly in contracting, industrial and business services.

Dr. Robert De Rosso

Business Development

Bob sources opportunities in healthcare, technology, and business and consumer services for corporations, private equity firms and family offices.

He brings nearly three decades of experience as an entrepreneur and dentist.