Meet Our Team of Business Selling Professionals
CEO/Managing Director of M&A
With a career spanning decades in business development, marketing, and dealmaking, Jason brings a disciplined, results-focused approach rooted in trust and transparency. Before founding IAG, he served in the United States Marine Corps, where he developed the work ethic and leadership principles that continue to guide his professional philosophy today.
Jason’s commitment and credibility are reflected not only in the firm’s track record but in its very founding — he raised early capital from friends and family, a testament to the confidence others placed in his integrity and ability to deliver results.
Throughout his career, Jason has been a trusted advisor to hundreds of entrepreneurs and business owners, working closely with clients to understand their goals and navigate every stage of the M&A process — from valuation and preparation to marketing and negotiation.
In addition to his leadership role at IAG, Jason remains active in mentoring advisors and shaping the firm’s strategic growth. Outside the office, Jason is a dedicated family man and a Little League coach, reflecting his commitment to both family and community.
Jason welcomes conversations with business owners who are considering succession planning or want to better understand the options available when it comes time to sell.
Vice-President of Operations
As part of the executive board, Linda has helped grow IAG into one of North America’s premier M&A advisory firms by leading the marketing division and being the liaison for all clients. Prior to her work at IAG, she was an executive for twenty eight years with an aerospace manufacturing company.
Director of Client Services
Jeannette has been with IAG M&A Advisors since its inception. With a passion for client satisfaction and knowledge, she manages the Client Services Division. Jeannette always strives to find new ways to improve the process and the client experience. Listening intently, she explores options with clients to help them achieve their goals efficiently. Her innate ability for technology tied with her experience and industry diversity make her an asset to the company and its future.
Managing Director of M&A
In connection with four mergers and acquisitions platforms during a 30-year investment banking career, Tim Marlo has closed more than 150 lower middle market M&A and other corporate transactions across many industries with an aggregate deal value of four billion dollars. Prior to joining IAG Mr. Marlo was a Managing Director of a New York boutique investment bank.
Vice President of Human Resources
As an assistant to the Executive Management Team since IAG’s inception, Lisa has been an integral part of all HR processes. She provides stellar customer service and organizes in-project management. Prior to her work with IAG, she has had over thirty years experience in the banking and financial industry. Lisa’s education and experience allow her to have valuable M&A insight.
Managing Director of M&A
Paula has worked in various industries, including Telecommunications, Technology, and Financial Services. She has managed a range of various sized companies, from small businesses to Divisions with P&L’s in excess of $6B. Her experience makes her uniquely qualified to assist entrepreneurs seeking to sell or acquire businesses across diverse industries.
Managing Director of M&A
Flavia has extensive experience in the financial industry as she was a Vice President/ Corporate Banker JPMorgan Chase for 18 years. Flavia was responsible for Middle Market Banking and was promoted to Global Accounts nationally. Flavia has a BS in Economics and graduated from Long Island University at CW Post. Flavia also has successful experience in starting and growing her own companies.
Senior M&A Advisor
Mr. Quistgard has over 27 years experience in mergers and acquisition specializing in small to mid cap businesses across all major industries. His understanding of the M&A process along with his insight into finance, marketing and sales has been invaluable to business owners creating exit strategies that optimize value from the sale of their business.
Managing Director of M&A
Ann focuses on building relationships with sellers and buyers. She has owned her own business, started a non-profit company, written government grants, taught at the university level and sold a business. Ann holds a BFA from Oakland University graduating summa cum laude and receiving an outstanding alumni award for the success of her business.
Managing Director of M&A
Martin is a successful Entrepreneur, Commercial Banker, and Business Valuation Analyst, whose extensive, multi-cultural M&A, LBO, Investment and Business experience spans 40 countries and 5 continents as a C-Suite Director of a London based MENA multinational. He has concluded over 140 M&A transactions, gaining an excellent understanding of business evaluation, opportunity and ultimate valuation, and an ability to observe, demonstrate and defend value from the perspective of both the Buyer and Seller.
Managing Director of M&A
After many years of providing revenue development and business management services to a wide variety of companies, Tom now leverages his entrepreneurial skills to assist Business Owners with business value development and exit planning. Tom spent his early career years with IBM as a Major Account Executive, then went on to manage and sell several companies.
Senior M&A Advisor
Mr. Ingemi brings over 40 years of a diverse and comprehensive background in entrepreneurship and executive management with the small, mid-market and large privately held companies. As a business owner he has successfully developed, operated, and exited several businesses.
Managing Director of M&A/Senior M&A Advisor
Shane served as the President and CEO of a publicly traded (NASDAQ) firm up until 2012. Since that time, he has been helping business owners meet their personal and professional objectives as an interim-CEO, Fractional Executive and Business Counselor. Assisting companies with pragmatic advice on company sales, mergers, and acquisitions is his passion.
Managing Director of M&A/Senior M&A Advisor
Joe is a successful entrepreneur, speaker and published author. He has over 30 years experience building, growing and exiting his own businesses and in providing growth and exit advice to both sellers and buyers. Joe has helped businesses across a wide array of industries and sizes to help set and meet their strategy and growth goals.
Senior M&A Advisor/Transaction Advisor
David has been involved in business acquisitions and analysis for many decades. He has been a business owner, a corporate executive, and a visiting professor of business management. David has owned or headed businesses from thousands of dollars annually to $100 million in revenue with over 1500 employees. David has been associated with IAG for three decades with many successful transactions under his guidance.
Senior M&A Advisor
John assists business owners by maximizing the proceeds from the sale of their business. His small and middle-market experience is an indispensable qualification for his role in the sales process. He is responsible for the review, initial analysis, selection and recommendation of those companies that will be accepted to enter the mergers and acquisition process with IAG, LLC.
Senior M&A Advisor
Mr. Callahan’s small and middle market experience is indispensable in the exit process for his
clients. He assists business owners by maximizing the proceeds from the sale of their business.
Jim is responsible for the initial analysis, review, selection and recommendation of those
companies that are a good fit for IAG’s Acquisition process.
Managing Director of M&A
Kent has extensive experience in the financial services industry, having served as President & CEO in the banking industry for over 30 years, and where he consolidated 5 separate bank charters during his career. His experience helping his clients grow their businesses to their greatest potential gives him the tools needed to help navigate the sales and liquidation process for our IAG clients.
Senior M&A Advisor
Travis is responsible for the initial analysis, review, selection and recommendation of companies that are a good fit for pre-screened and financially capable buyers desiring to purchase viable businesses throughout the United States.
Vice President of Buyer Experience
Tatiana Del Pilar has over 8 years of experience in the M&A industry and has helped IAG’s transactions run smoothly since she joined. Prior to her career in Acquisitions, she received her diploma from Columbia University in New York City. Tatiana’s experiences provide her with a vast knowledge of the M&A industry and allow her to handle complex marketing strategies.
Senior M&A Advisor Coordinator
Ryan’s main focus is to deliver quality mergers and acquisitions for his clients, while assisting them with the task of preparing their business for sale. Ryan’s expertise in the sales process helps create a streamlined platform to help clients successfully broker valuable assets. Ryan has served as a C-Level executive for a risk-management company.
Managing Director of M&A
Steven Rafter is both a Sr. Business Analyst and Transaction Specialist, a rarity that gives him a broad perspective of the whole exit process, from the initial business owner qualifying interview to closing the deal. Since 2006 Mr. Rafter has been a top producer in the industry and understands business owners well and bridges the gap between buyers and sellers.
Managing Director, IAG M&A Advisors
Holden Buckner is a Managing Director and one of the original members of IAG M&A Advisors, which was founded in 2009. With a career spanning two decades in investment banking and M&A advisory, he specializes in working with small to middle-market business owners across the United States and Canada, helping them navigate the complex process of selling their companies and transitioning to new chapters in their lives.
Known for his “old-school” approach — direct, transparent, and results-driven — Holden believes clear communication is essential, even when difficult conversations are required. “How we start these relationships is how we typically finish them,” he says, reflecting his commitment to educating clients, setting proper expectations from day one, and ensuring a smoother path to closing.
Holden has successfully assisted in the sale of hundreds of privately-held businesses, consistently maintaining one of the highest client-to-sale conversion rates at IAG. In fact, no other advisor at the firm has brought on more clients or contributed more directly to successful transactions.
In addition to his advisory work, Holden is instrumental in training and mentoring new advisors, passing on his proven strategies for building trust and delivering results. His experience extends beyond domestic transactions — his advisory services routinely attract national and international buyers, maximizing opportunities for his clients.
Before joining IAG, Holden was a financial advisor with Prudential Securities, where he gained a solid foundation in financial markets and advising high-net-worth clients.
Outside the office, Holden is a private pilot and an active volunteer with organizations such as Pilots and Paws and Angel Flight, providing air transport for animals and patients in need. He is also a bone marrow donor and fosters cats and dogs recovering from injury while helping them find permanent homes. Holden lives happily with his wife, Mayzi, and is a proud father and grandfather.
Holden’s clients appreciate his no-nonsense, consultative style — authoritative yet approachable, with a deep respect for the businesses they’ve built and a focus on ensuring they exit on the right terms. He welcomes conversations with business owners who are starting to think about succession planning or are simply ready to understand what options may be available for their next chapter.
Senior M&A Advisor
Orbin “Buddy” Swisshelm has over 42 years of business background working with independent and national companies. He has built successful businesses and understands how to analyze a successful business and knows how to find the things that get top dollars on exit plans. Buddy is married with three children, and five grandchildren and is the author of two books.
Mr. Holden Buckner started his career in investment banking in 2001 until joining IAG M&A Advisors as a Senior M&A Advisor in 2009. Specializing in small to middle market companies has made him one of the leading experts in the industry. You will find him a transparent and direct communicator which he believes directly correlates to his ability to get deals done. Mr. Buckner has assisted in the successful acquisition of hundreds of companies throughout the United States and Canada.
Managing Director / M&A Advisor
Matthew Denike graduated from Washington State University with a bachelor’s in business administration with an emphasis in accounting. He started his career in software and now has over 10 years’ experience in the mergers & acquisitions field. This experience has enabled him to fully understand the inner workings of a business and how, with the rest of the talent of the IAG team, to optimize the value in the sale of our small and middle market clients.
Director of Buyer Experience
Cary Renee Hullender has provided client services to entrepreneurs at IAG since 2009, helping to craft optimal transactions for buyers and sellers alike. Prior to her work with IAG, she has amassed over twenty five years of experience in the M&A field and has tenaciously strived to achieve maximum deal value for her clients.
Senior M&A Advisor
Don Hearn comes to IAG M&A Advisors as a seasoned analyst. His strength within our firm is developing and managing clients through the exit process. His expertise in the Merger & Acquisition field will guide you as the seller through this exciting final stage of your business cycle. He brings to the firm almost 25 years dealing with mid-market companies that range into every vertical.
Managing Director of M&A/Senior M&A Advisor
In the last 29 years, Steve has helped over 150 business owners begin and move through the process of selling their business. Since his career as an Army officer, Steve has started, bought, managed and/or sold his own businesses in equipment rentals, agricultural equipment manufacturing, senior home care, industrial and mobile cranes, commercial real estate, business brokerage and a vineyard.
Managing Director of M&A
Charles has served Ten Years as a member of IAG’s Transaction Team and Buyer Development Dept. He consults with Business Sellers, and Buyers, to draft and review business acquisition proposals, negotiate sale terms, research markets, industries, and companies, as well as corporate personnel background discovery. He has more than 28 Years Experience as a Broker, in both CRE and M&A.
Senior M&A Advisor
Mr. Bob Parsons is renowned for his expertise in small to middle market transactions, positioning him as a pivotal figure in the industry. Known for his straightforward and transparent communication style, Mr. Parsons credits these traits with his consistent success in facilitating deals. Over his tenure, he has played a crucial role in the successful acquisition of numerous companies, earning a distinguished reputation for his strategic acumen and dedication.
M&A Advisor
I have nearly 15 years of experience in business, combining strong academic knowledge with
real-world entrepreneurial work. In 2020, I started and managed NC Process Service LLC,
where I developed key skills in running daily operations, planning strategies, and managing
client relationships.
As a business consultant, I help companies grow, improve their operations, and increase profits.
Assistant Director of Business Development
Carlos is a proven M&A professional with successful results across a wide range of industries, along with extensive deal structure, financing & capital raise experience. Carlos has been an integral part of IAG’s internal team, ensuring that our clients are taken care of 100% of the time, and that successful outcomes are the number one goal of IAG.
Managing Director of M&A
Dean has extensive experience leading complex M&A transactions in both public and private companies, in industries including media, business services, data and analytics, and marketing services. He has served in various C-Suite roles (CEO, CFO, General Counsel) for both NYSE-listed and private companies, and he has served as a Board member of both public and private companies.
Senior M&A Advisor Coordinator
Theresa’s main focus is to deliver quality mergers and acquisitions for her clients, while assisting them with the task of preparing their business
for sale. Theresa’s expertise in the sales process helps create a streamlined platform to help clients successfully broker valuable assets.
M&A Advisor
Kathi has an extensive business background, with an emphasis in sales, management and production. Early in her
career, Kathi sold intangibles to small companies and banks, growing to a top sales representative for a national
corporation. Later, Kathi was a top US producer for a Fortune 500 multinational corporation, specializing in
human capital solutions and workforce development. She grew her Dallas market to managing ten profit centers
across several states. Kathi earned an MBA in Marketing and Management and taught at the college level for
SUNY in upstate New York.
Senior Business Development Specialist
Michael’s main focus is to deliver quality mergers and acquisitions for his clients, while assisting them with the task of preparing their business
for sale. Michael’s expertise in the sales process helps create a streamlined platform to help clients successfully broker valuable assets.
Client Service Specialist
With a strong background in client services and marketing, Geoffrey has an excellent understanding of client needs and expectations. He works closely with the corporate team to prepare business presentation documents and keep them updated, highlighting the strongest business traits for buyer appeal.
Senior M&A Advisor Coordinator
Greg’s main focus is to
deliver quality mergers and
acquisitions for his clients,
while assisting them with the
task of preparing their
business
for sale. Greg’s expertise in
the sales process helps
create a streamlined platform
to help clients successfully
broker valuable assets.
Client Service Specialist
With over 25 years of experience supporting business owners, executives, and senior Managers, Deborah is proficient in handling in handling a myriad of projects and multitasking. Detail-oriented, she is exceptionally organized in time and project management with excellent data entry skills. With a positive attitude and professional demeanor, she keeps clients abreast of their account status.
Senior Business Development Specialist
Senior Business Development Specialist
Senior Business Development Specialist
Horace is an asset to IAG with successful results throughout multiple industries. Horace has been an integral part of IAG’s internal team ensuring that clients are taken care of 100% of the time and that successful outcomes are the number one goal of IAG.
Senior Business Development Specialist
Cedric’s main focus is to deliver quality mergers and acquisitions for his clients, while assisting them with the task of preparing their business
for sale. Cedric’s expertise in the sales process helps create a streamlined platform to help clients successfully broker valuable assets.
Senior Business Development Specialist
Client Service Specialist
Senior Business Development Specialist
Senior Business Development Specialist
Senior Business Development Specialist
Start Your Journey Here
