More than 200+ years of experience.
Channing D. Hamlet
Channing Hamlet is a Managing Director with Objective, Investment Banking & Valuation. 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.
Trever F. Acers
Trever F. Acers is a Managing Director at Objective, Investment Banking & Valuation. 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
David H. Crean, Ph.D is a Managing Director at Objective, Investment Banking & Valuation 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, Investment Banking & Valuation, 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.
Managing Director, Valuation Advisory Services
Christian Dougherty is a Managing Director at Objective, Investment Banking & Valuation, and serves as a strategy and execution leader for the firms Valuation Advisory Services Practice.
Prior to joining Objective, Investment Banking & Valuation, 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.
Carl Miller is a Managing Director at Objective, Investment Banking & Valuation where he focuses on the execution of the firm’s investment banking activities. Mr. Miller has over 15 years of investment banking and transaction advisory experience advising clients across a broad range of industries and working on a variety of engagements including mergers, acquisitions, capital raises, restructurings, strategic advisory, fairness and solvency opinions, litigation support, and valuations.
Before joining Objective in 2019, Mr. Miller was a Managing Director at W Partners where he advised clients in mergers and acquisitions, capital raises, and strategic advisory assignments. Prior to W Partners, Mr. Miller was a Senior Vice President at M.M. Dillon & Co. where he was a founding member of the Energy Team and provided strategic advice on a wide range of financial transactions. Previous to M.M. Dillon, Mr. Miller was an Assistant Vice President in the Corporate Strategy and Business Development Group at AXA, and was responsible for leading teams in the analysis and execution of both acquisitive and organic business development strategies for the firm. Before AXA, Mr. Miller was an Associate in the investment banking group at Houlihan Lokey where he focused on merger and acquisition transactions in the Energy sector. Mr. Miller began his career as a Summer Associate at J.P. Morgan.
Mr. Miller earned an MSc in Accounting and Finance from the London School of Economics, and MBA from the Kenan-Flagler Business School at the University of North Carolina, and a BA from Brigham Young University. Mr. Miller is a FINRA-registered securities representative holding the series 7, 63, and 79 licenses.
Jeffrey Brewster, CFA, CVA
Managing Director, Valuation Advisory Services
Jeffrey leads execution for all valuation engagements in collaboration with the other Managing Directors, and is involved in the Practice Group strategy planning. The addition of Mr. Brewster will also allow Objective to expand efforts into the Dallas, Texas area.
Prior to joining Objective, Jeffrey led the Valuation Services team of Baker Tilly’s Dallas, Texas market, which is part of the Consulting Services group. He has over thirteen years of business valuation experience in which he has performed over 1,000 valuations for publicly traded and privately held companies in the retail, healthcare and technology industry. He has testified in Texas and Michigan, completed Commercial Reasonableness and Fair Market Value (“CR FMV”) analysis related to the Anti-Kickback statue of the Stark Law, been retained to perform patent valuations, completed valuations for gift and estate tax planning purposes, performed valuations of ESOPs, privately held companies and completed related to purchase price allocations, goodwill impairment testing and, 409(a) valuations.
Jeffrey’s professional background includes business valuation and more than twelve years of experience in a variety of positions within the investment management industry. He has held investment management roles at Merrill Lynch and Harris Trust & Savings Bank in Chicago. As a Financial Consultant with Merrill Lynch in Naperville, IL, Jeffrey performed equity analysis on stocks included in client portfolios and directed investment selection strategies. In his position as a Portfolio Manager and Research Analyst with Harris Trust & Savings Bank in Chicago, Jeffrey examined over 30 companies using information sources that included financial statements, press releases, investment representatives, SEC and other regulatory filings in order to estimate the future value of various securities. Promoted to Associate Vice-President, Jeffrey managed clients’ portfolio assets and assisted with business development presentations to high net worth individuals, plan sponsors, foundations and corporations.
Jeffrey earned a Bachelor of Science degree in Finance from Eastern Illinois University and a Master of Business Administration from Loyola University, Chicago with concentrations in Finance and Economics. He is a CFA Charter holder, a designation awarded by the CFA Institute. The CFA designation is awarded to candidates who have a minimum of four years of acceptable professional experience in the area of investment analysis and have passed three examinations covering ethical and professional standards, investment valuation and management, financial statement analysis, asset valuation, economic analysis, portfolio management, and performance presentation standards.
Dan is a results-oriented leader with a 25+ year track record of success in building relationships, developing business opportunities, determining and implementing strategic initiatives, leading teams, providing solutions to complex business issues, and executing and closing transactions in high pressure, high value and time-sensitive situations. Mr. Shea helps lead our business development and transaction advisory efforts for enagagements across all Practice Groups.
Dan’s transaction experience includes private and public company sales, corporate divestitures, mergers, acquisitions and capital raise engagements, as well as preparing strategic assessments for owners, management and their boards often as a precursor to transaction execution. Dan has worked in a wide variety of sectors including consumer, healthcare, manufacturing, distribution and technology.
Dan is a frequent presenter/panelist/lecturer at M&A conferences. He has also been cited for his expertise by various publications including The Wall Street Journal, Dow Jones’ Private Equity Analyst, U.S. News & World Report, Financier Worldwide, Pitchbook, IndustryWeek, Alt Assets, and Industry Today.
Before joining Objective, Dan served as Managing Director with BDO Capital, Hadley Partners, and WYCampbell & Company (a division of Comerica Bank). Early on, he held a senior position with Ernst & Young Corporate Finance LLC, as well.
Dan received an MBA in Finance from the Weatherhead School at Case Western, and a BA in Economics from the University of Michigan.
Mark Sadauski, CMA, CVA
Prior to joining Objective, Investment Banking & Valuation, Mr. Sadauski was employed as a Director at Vantage Point Advisors, Inc., a Principal at Birch Valuation, a Senior Manager at Cabrillo Advisors, LLC and as a Senior Valuation Consultant with Globalview Advisors, LLC. Mr. Sadauski has provided an array of financial valuations for firms in both the public and private sectors. Specifically, he performed analyses for a variety of client needs under the guidance of ASC 718, ASC 815, ASC 805, ASC 350, ASC 360, ASC 820 and other financial reporting requirements such as those for IRC 409A tax purposes. Additionally, he has conducted numerous complex securities valuations and specializes in derivative instruments such as options and warrants with anti-dilution rights, securities requiring Monte Carlo simulation and embedded derivative valuations.
Prior to this, Mr. Sadauski was employed with Oakley, Inc. as a Senior Financial Analyst where he was responsible for the consolidation of global quarterly forecasts and the annual operating plan. In addition, he was responsible for constructing financial models, valuing employee stock options, and conducting business enterprise valuations of potential acquisition targets.
Mr. Sadauski started his finance career with RSM McGladrey, where he provided various market research analyses and business valuation services to a wide array of clients.
He received his MBA in Finance and Investment Management from the Pennsylvania State University and his BS in Molecular Biology from the University of California, San Diego. Mr. Sadauski is a member of the Institute of Management Accountants and National Association of Certified Valuation Analysts and has earned the Certified Management Accountant and Certified Valuation Analyst designations.
Jack J. Florio
Jack J. Florio is a Managing Director at Objective, Investment Banking & Valuation 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, Investment Banking & Valuation, 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, 63 and 79 licenses, and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.
Mandy F. Woods
Director of Operations
Mandy F. Woods is the Director of Operations at Objective, Investment Banking & Valuation, 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, Investment Banking & Valuation, 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 Univeristy of Arizona Global Campus.
Marketing Operations Manager
Chanie Smith serves as the Marketing Operations Manager and is responsible for driving Objective, Investment Banking & Valuation marketing strategy and execution. Ms. Smith contributes to strategy formulation, manages marketing programs, and develops company collateral.
Previous to Objective, Investment Banking & Valuation, 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.
Senior Associate, Valuation
Adam Schechtman is a Senior Associate within the Valuation Advisory Services Practice at Objective, Investment Banking & Valuation. Adam is responsible for financial analysis and financial model development for tax compliance, financial reporting and strategic planning purposes.
Prior to joining Objective, Investment Banking & Valuation, Mr. Schechtman worked at Deloitte Advisory in New York, NY. At Deloitte, Adam was a Senior Consultant within the Business Valuation practice specializing in financial modeling for transaction and financial reporting purposes, management planning purposes and legal entity valuation purposes.
Mr. Schechtman received his Bachelors of Science from Vanderbilt University with a major in Behavioral Business and a minor in Economics prior to completing his Masters of Science in Accountancy with a concentration in Valuation from Vanderbilt University.
Jack B. White
Associate, Investment Banking
Jack White serves as an Investment Banking Associate at Objective, Investment Banking & Valuation. He is responsible for developing and using managerial-related skillsets to lead engagements, client correspondence, and interactions.
Prior to Objective, Jack White was an Analyst and was later promoted to Associate at Cascadia Capital. Previous to that experience, Jack was an Analyst at Objective, Investment Banking & Valuation, and did Financial Planning & Analysis at Tonbo Biosciences.
Jack has received his Business of Science in Business and Finance from The University of San Diego. Mr. White has received his FINRA 63 and 79 series license.
Associate, Investment Banking
Ben Stenson is an Investment Banking Associate at Objective, Investment Banking & Valuation 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, Investment Banking & Valuation, 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.
Investment Banking Analyst
Eric Moshcatel is an Investment Banking Analyst at Objective, Investment Banking & Valuation 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, Investment Banking & Valuation, 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 holds a BBA in Finance with Honors from University of San Diego.
Investment Banking Analyst
Prior to joining Objective, Investment Banking & Valuation, Mr. Somers attended a Master of Finance program while concurrently serving as an investment banking analyst intern at Bailey Southwell & Company, a healthcare-focused investment bank in Nashville, Tennessee.
Previous to Bailey Southwell & Company, Austin worked as a Venture & Innovation Analyst at Runway Innovation. Mr. Sommers also served asa Financial Analyst at Exelchem Environmental Laboratory, and a Global Wealth Management Intern at the Morgan Stanley Financial Training Program.
Austin has also completed his Bachelor of Arts from the Universtiy of California, Davis with a major in Economics prior to completing his Masters of Science in Finance from Vanderbilt University.
Investment Banking Analyst
Cameron Peck is an Investment Banking Analyst at Objective, Investment Banking & Valuation responsible for preparing financial, business, and market analysis including preparation of management presentations, Confidential Information Memorandums (CIMs), three statement financial models, and all required due diligence information.
Prior to joining Objective, Investment Banking & Valuation, Cameron worked at Ernst & Young in their Strategy and Transactions practice focusing his efforts on business valuation in the technology and biotechnology sectors. Previous to that experience, Cameron was a Portfolio Manager in the middle market credit group at Banc of California.
Cameron holds a B.S. in Physical Science with minors in Business Administration and Theology from Biola University.