Brandt Brereton is a Co-Founder and Managing Director of Brereton, Hanley and Company. Working in the capital markets since 1987, he has more than two decades of experience in providing strategic and financial advice to owners of closely held private and public companies and in negotiating their divestitures to Fortune 500 buyers. Mr. Brereton’s financial advisory experience spans many industries from Agriculture, Food and Beverages to Construction, Tax Consulting, Financial Services and Facilities Services.

Prior to founding Brereton, Hanley and Company, Mr. Brereton managed and grew a family-owned distribution business for two years, gaining valuable experience and empathy with his clients

Previously, he had been with the investment banks of Kidder, Peabody & Co., Inc. and Bateman

Eichler-Hill Richards, Inc, respectively providing corporate finance and asset management services to clients.

Mr. Brereton holds a B.A. in Finance from San Jose State University and is currently attending Harvard’s Business School Executive Education Program. He is an NASD and SEC registered securities principal and a licensed California Real Estate Broker.

I am a business leader who specializes in the areas of partnership development and social entrepreneurship. I support mission-driven businesses to think creatively and strategically about how to sustain themselves by establishing clear goals and developing projects that make a difference.

Mark Lobb is a Partner and Co-Founder at Lobb & Plewe, which provides legal services for businesses, their owners and their families. Mark serves on several non-profit boards of directors and is currently the President of a non-profit hospice. He has published many articles and provided webinars, podcasts and continuing education lectures on estate planning, asset protection, taxation and succession planning to professional groups and organizations.

I am the Senior Learning Product Manager at Project Equity, a nationwide non-profit organization that helps retiring owners sell their businesses to their employees. With over 20 years of experience in learning and development (L&D), content creation, and product management, I lead the service provider adoption team to educate and engage business service providers on the advantages of employee ownership exits.

My core competencies include agile L&D product development, content, curriculum, and certification management, executive SME recruitment, scaled operational efficiencies, and P&L/budget management. I am passionate about creating impactful and scalable learning solutions that empower employees, enhance organizational performance, and advance missional causes.

Prior to joining Menke & Associates 15 years ago, Mr. DeDominicis spent three years as Director of Investment Banking for the Mergers & Acquisitions Group of Citigroup in New York, focusing on change of control advisory assignments to middle-market companies. Prior to that, Mr. DeDominicis spent ten years as Director of Investment Banking for the Mergers, Acquisitions & Private Finance Group of Morgan Stanley. Mr. DeDominicis received his degree in Chemical Engineering from the University of Delaware in 1985, and his MBA degree in Finance and Accounting from the Anderson Graduate School of Management at UCLA in 1989.