More than 100+ years of experience.
Trever F. Acers is a Managing Director at Objective Capital Partners. Mr. Acers draws on his 20+ years of investment banking, acquisition, and strategy experience advising middle market companies on transaction execution and strategy.
Prior to founding Objective, Mr. Acers served as a Director at TGG Capital, where he led the firm’s financial and strategy consulting operations. Previously, he was Director of The Oxford Investment Group’s Western U.S. private equity activities and Managing Partner at Passage Venture Capital Partners. Earlier in his career, he managed the post-acquisition integration and continuing operations of three entities with total annual revenues of $29 million for EMC Corporation, and led business performance improvement engagements for KPMG Consulting.
Mr. Acers has a MBA from the UCLA Anderson School of Management with a finance concentration and a bachelor’s degree with high honors in business administration from the University of San Diego. He holds FINRA Series 79 and Series 63 licenses and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.
David H. Crean, Ph.D is a Managing Director at Objective Capital Partners where he leads the firm’s M&A, partnering, strategic advisory and capital financing transactions with life science and healthcare clients. Dr. Crean has in excess of 25 years of life sciences R&D and corporate development transactional experience in the pharmaceutical industry responsible for leading mergers, acquisitions, licensing and collaborations, and establishing corporate strategy. Dr. Crean holds FINRA Series 79 and Series 63 licenses and is a Registered Investment Banking Representative of BA Securities LLC, Member FINRA SIPC.
Dr. Crean also serves on the Board of Directors for Histogen, Inc., Talapo Therapeutics, and California Life Sciences Association (CLSA), as a business advisor for several early-stage life science companies, is a limited partner with Mesa Verde Venture Partners, and a member of BIOCOM and Corporate Directors Forum. For his outstanding advisory work in the Life Sciences and Healthcare sector, Dr. Crean was recognized for the 2018 Healthcare Hero, 2017 Thought Leader of the Year and 2017 Advisor of the Year Awards. Dr. Crean is also active in the non-profit sector where he serves in leading Board roles for the Association for Corporate Growth (ACG) San Diego, Solutions for Change, Alzheimer’s Association and Altus Institute of San Diego.
Dr. Crean holds a Masters of Business Administration (MBA) Degree with a finance concentration from Pepperdine University Graziadio School of Management. Additionally, he holds a Doctorate of Philosophy (Ph.D.) Degree in Biophysics and a Masters of Science (MS) Degree in Oncology from the State University of New York at Buffalo. Dr. Crean also earned a Bachelor of Science (BS) Degree in Biology/ Pre-Med from Canisius College.
Michael Kim is a Managing Director at Objective Capital Partners, where he focuses on the execution of the firm’s investment banking activities. Mr. Kim has over 18 years of experience in the financial services industry.
Mr. Kim started his career at Deutsche Bank in the investment banking division, where he advised on numerous buy-side and sell-side M&A transactions and participated in debt and equity capital raises for clients across the technology landscape. Mr. Kim also worked as a Vice President at J.P. Morgan in the equity research group, where he covered the IT Hardware space. Prior to joining Objective, Mr. Kim served in the financial planning and investor relations team at CDW, a $12 billion Fortune 500 company. Throughout his career, Mr. Kim has worked closely with many leading private equity and venture capital firms on investment opportunities. Mr. Kim is a winner of the “40 under 40” Emerging Leaders Award for deal-making by The M&A Advisor.
Mr. Kim holds a Bachelor of Science degree in Business Administration from the Haas School of Business at the University of California, Berkeley and is FINRA Series 63, and 79 licensed. He is a Registered Representative of BA Securities LLC, Member FINRA SIPC.
Christian Dougherty is a Managing Director at Objective Capital Partners, and serves as a strategy and execution leader for the firms Valuation Advisory Services Practice.
Prior to joining Objective Capital Partners, Christian operated as a Managing Director for Vantage Point Advisors. In this role, he began leading and managing the Vantage San Diego office and subsequently the New York office. Mr. Dougherty drove strategy and execution related to operations, business development and client relations for both Vantage Point office locations.
Previous to working at Vantage Point Advisors, Mr. Dougherty served as the Director for the Valuation Services Group at Cabrillo Advisors where he led initiatives for sustainable company growth including training, recruiting and valuation best practices. He was responsible for maintaining and developing client relationships as well as generating record new project starts by utilizing thorough diligence with scoping, pricing and negotiating engagements. Mr. Dougherty’s breadth of experience also includes time as a Valuation Manager in PwC’s valuation practice in New York. His work there included assisting clients with valuation matters for businesses regarding intangible assets, and equity and debt securities for the purposes of financial and tax reporting, merger and acquisition planning, reorganizations and restructurings, and financing and litigation. Prior to PwC, Mr. Dougherty worked as a Valuation Manager at Deloitte and Ernst & Young, and as a Senior Associate at a regional accounting and consulting firm as well as Grant Thornton in a similar capacity.
Mr. Dougherty has led a variety of tax and financial reporting valuation engagements for some of PwC’s and Cabrillo’s largest corporate clients and has been involved in numerous mergers and acquisitions, reorganizations, initial public offerings and corporate finance transactions. These engagements have involved clients, both national and international, in a wide range of industries including financial services, manufacturing, retail, consumer products, pharmaceuticals, technology and food distribution industries among others. Mr. Dougherty holds a Bachelor of Science in Finance & Accounting from Drexel University.
Ravin Bisla is a Director of both the Healthcare and Life Sciences practices at Objective Capital Partners, based out of Los Angeles. He serves as a leader for M&A, partnering, strategic advisory, and capital financing in the Healthcare and Life Sciences practices throughout Southern California. Mr. Bisla has in excess of 20 years of experience in corporate finance, corporate development, and M&A engagements.
Prior to Objective Capital Partners, Ravin served as a Regional Director of Operations at Sound Inpatient Physicians. In that role, he was accountable for all program performance including operational metrics and profitability which consisted of P&L’s for nine hospital programs. He also collaborated with physicians and client executives to manage financial and clinical aspects of operations.
Previous to Sound Inpatient Physicians, Ravin served as a Transaction Director at DaVita Healthcare Partners in which he managed and executed transactions including acquisitions, divestitures of existing assets, cultivated physician relationships and negotiated deal terms/documents for acquisitions and joint ventures. His success while at DaVita included 28 acquired facilities, 20 de novo facilities, nine asset divestitures and two partner buyouts.
Before DaVita Healthcare Partners, Ravin served as a Director of Corporate Development and subsequently Vice President of Corporate Development at Vantage Oncology. While serving in this role, he sourced and managed relationships with acquisition targets as well as identified, pursued and executed strategic growth opportunities including facility acquisitions, joint ventures and strategic hospital partnerships.
To prepare for his professional experience, Ravin received a Bachelor of Science in Economics from Duke University, and a Masters of Business Administration with an emphasis in Finance and Operations from the UCLA Anderson School of Management.
Jack J. Florio is a Managing Director at Objective Capital Partners in the firm’s Life Science and Healthcare investment banking group. Mr. Florio has 45+ years of global life sciences experience in major pharmaceutical, biotechnology, medical devices and digital health companies. He has held senior management roles in both small and large companies including CEO, Corporate Development and Business Development.
Mr. Florio began his career at Eli Lilly and Company where he spent almost 30 years in positions of increasing responsibility supporting both domestic and foreign markets in sales, marketing, market research, business development, product and therapeutic area leadership and global pricing. In his last role at Lilly, he successfully created the Late Life Cycle Products Team, a group responsible for the planning and divestiture of products as they moved into the latter part of their life cycle. Over the course of his career, he covered multiple therapeutic areas including neuroscience, anti-infectives, liver disease, pain and inflammation, gastrointestinal disorders, metabolic diseases and oncology.
In the past 17 years, in addition to opening the West Coast office for Brinson Patrick Securities as an investment banker, Mr. Florio held executive roles in different companies in areas of corporate development, business development and as Chief Executive Officer. He currently serves in formal advisory roles on several companies in the pharmaceutical, medical device and digital health spaces.
Concurrent with his role at Objective Capital, Mr. Florio is a Partner at Deallus Consulting, a UK based Global life sciences consultancy. He is also on the BIOCOM Board of Directors and serves a role on BIOCOM’s Capital Development Committee. He is an active investor in life science companies with Tech Coast Angels since 2001 where he served on the Board of Directors for 8 years.
Mr. Florio holds both a Masters of Business Administration Degree with a marketing concentration as well as an APC in Management from New York University. Additionally, he holds a Bachelor of Science Degree in Pharmacy from Columbia University, College of Pharmaceutical Sciences.
Mr. Florio holds FINRA Series 7 and 63 licenses, and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.
Matt Pelo serves as the Vice President at Objective Capital Partners and is responsible for overseeing the execution of M&A and Strategic Advisory day-to-day activities from client engagement through post-transaction support.
Prior to joining Objective Capital Partners, Mr. Pelo served as Vice President of Financial Strategy and Operations at the New York Genome Center (NYGC). Mr. Pelo joined NYGC during its formation in 2012 and was instrumental in the company’s growth into a premier research institution. Mr. Pelo was the longest serving member of the executive team and held a variety of roles at the NYGC during his tenure. Most recently, Mr. Pelo directly oversaw project/program management, research administration, facilities, government relations and financial strategy. Mr. Pelo also held roles as the interim Chief Operating Officer and Chief of Staff to the President and Scientific Director. Mr. Pelo also led key business development activities such as the partnership between NYGC and IBM, partnering with Johnson and Johnson Innovation to build JLabs@NYC, and collaborating with the University of Buffalo and New York State to establish a genomics medicine network throughout New York State.
Prior to his time at NYGC, Mr. Pelo was an Associate at TGG Capital and Consulting Controller at TGG Accounting. Mr. Pelo began his career as co-founder of networkText.com (now Tatango.com), an industry leading text messaging marketer in the US, which he exited successfully in 2008.
Mr. Pelo graduated from San Diego State University majoring in Finance and enjoys golf, skiing, hiking, good food and traveling.
Mandy F. Woods is the Director of Administration at Objective Capital Partners, playing a strategic leadership role managing the firm’s ongoing operations and is responsible for the efficiency of business. Her responsibilities encompass financial management, human resources, operational management, office administration, information technology and marketing. Ms. Woods has more than twenty-five years of experience within office administration and operations management working with C-suite executives and board of directors.
Prior to joining Objective Capital Partners, Ms. Woods worked within the industries of life science, healthcare, and law including roles at Ansun Biopharma, Inc., Search Optics, LLC, Pediatric Biosciences, Inc., Palomar Health, Ignyta, Inc., Celula, Inc., Morrison & Foerster, LLP, and Digital Gene Technologies, Inc.
Ms. Woods holds a Master of Business Administration degree with a specialization in Organizational Leadership and a Bachelor of Science degree in Business Administration from the Forbes School of Business & Technology at Ashford University.
Chanie Smith serves as the Marketing Operations Manager and is responsible for driving Objective Capital Partners marketing strategy and execution. Ms. Smith contributes to strategy formulation, manages marketing programs, and develops company collateral.
Previous to Objective Capital Partners, Chanie most recently served as the Marketing Manager and subsequently the Director of Operations at Poptik Agency, a growth stage marketing agency who specialized in SubOptic IP in industries including Consumer Products, Technology, and High Security & Currency. During her time in that role, she advised overall company and industry specific strategy, directly managed all projects, and maintained client communication. While at Popitk, Ms. Smith was able to manage projects in a variety of verticals for clients such as Spacecode, the leader in RFID inventory management for high value healthcare, diamonds, and rare gems; Mattel, the global toy manufacturer, and 3SMK, a premier manufacturer of high security and currency technology.
Chanie began her professional career once graduating from California State University Chico with a Bachelor of Science in Business Administration, a concentration in Marketing, and a Minor in International Studies. In order to achieve her minor, she spent a year of her college career in Den Haag, Holland studying international business and policy. She now utilizes her love of travel and golf in both her personal and professional life.
Matt Ramirez is an Associate at Objective Capital Partners responsible for preparing financial, business and market analyses including preparation of management presentations, Confidential Information Memorandums (CIMs), three statement financial models, all required due diligence information, and industry research. In addition, he also supports senior management in the firm’s business development efforts.
Prior to joining Objective Capital Partners, Mr. Ramirez worked as a Senior Associate in Ernst and Young’s Assurance Practice. Mr. Ramirez supervised teams in the design and execution of public and private company financial statement audits.
Mr. Ramirez graduated from Saint Mary’s College of California with a Bachelor of Science degree in Accounting and graduated from the University of Notre Dame’s Mendoza College of Business with a Master of Science degree in Accounting. He is a registered Certified Public Accountant (CPA) (inactive) in the state of California.
Ben Stenson is an Analyst at Objective Capital Partners responsible for preparing financial, business and market analyses including assisting in preparation of management presentations, Confidential Information Memorandums (CIMs), three statement financial models and all required due diligence information.
Prior to joining Objective Capital Partners, Mr. Stenson worked at University Growth Fund (UGF), a growth-stage venture fund based in Salt Lake City, Utah. At UGF Ben was a Senior Associate overseeing the entire diligence process resulting in investments in companies including: Postmates, Fastly, Scorestream, and others.
Mr. Stenson graduated from The University of California, San Diego with a B.S in Management Science and a minor in Business Finance.
Kenzie Broton is an Analyst at Objective Capital Partners responsible for preparing financial, business and market analyses including assisting in preparation of management presentations, Confidential Information Memorandums (CIMs), three statement financial models and all required due diligence information.
Prior to joining Objective Capital Partners, Mr. Broton worked at Stables Partners, a private equity firm located in Newport Beach, California. At Stables Partners, Kenzie was a Private Equity Analyst assisting in outbound deal sourcing and the entire due diligence process.
Mr. Broton graduated from California Baptist University with a B.S in Business Administration with a concentration in Management and Finance. He also holds an MBA from California Baptist University.
Eric Moshcatel is an Investment Banking Analyst Intern at Objective Capital Partners responsible for preparing financial, business and market analyses including assisting in preparation of management presentations, Confidential Information Memorandums (CIMs), three statement financial models and all required due diligence information.
Prior to joining Objective Capital Partners, Mr. Moshcatel worked at Payden & Rygel, a private asset manager headquartered in Los Angeles, California. At Payden & Rygel, Eric was a summer analyst assisting in various projects, such as analyzing the effects of non-healthcare related benefits on the credit risk of municipal bonds.
Mr. Moshcatel is currently a senior at the University of San Diego. He is pursuing a BBA in Finance with a concentration in Honors.
Channing Hamlet is a Managing Director with Objective Capital Partners. He serves as an execution leader for the firm’s M&A and Valuation Practice and leads the firm’s Business Services Practice. He brings more than 25 years experiences with investment banking and business valuation to our clients.
Prior to joining Objective, Mr. Hamlet served as a Managing Director of Cabrillo Advisors, where he was instrumental in both leading their M&A execution and growing the valuation practice from inception into a national entity serving more than 700 clients in five years. Previously, he served as a Director at Vistage; Principal at LLR Partners, a $260 million private-equity firm; and member of Legg Mason’s Investment Banking group.
Mr. Hamlet is active in numerous groups including the Association for Corporate Growth where he serves on the Membership Committee for the Los Angeles area. He also serves as a Group Leader in ProVisors and is active in philanthropy through his affiliation with PEERS. He has a Master’s Degree in Operations Research and a Bachelor of Science in Mechanical Engineering from Cornell University. He holds FINRA Series 7, 63 and 79 licenses and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.