Douglas T. Hendrickson
Doug has over 25 years of experience in financial services. He is a leading M&A advisor to corporate clients and business owners in numerous industries. He has advised large manufacturing businesses and financial institutions on senior debt financings and middle market companies in areas of strategic acquisitions, capital structure, and sale transactions. He is also President of Hendrickson & Company, a benefit advisory firm to corporate clients and President of 60 Tenants Corp., a New York City co-operative building. Doug also sits on the Board of National Educational Music Corporation, Access Systems Integration, and TestingMom.com.
Before co-founding MidCap Advisors, Doug spent 15 years with JPMorgan Chase working in New York, New Jersey and Texas. During his banking career Doug worked in the Financial Institutions Group, Corporate Banking Group and Regional Bank where he filled a variety of positions including that of Senior Banker and Senior Credit Officer. As SCO he was responsible for working on and approving financings of up to $250 million for all types of transactions including mergers and acquisitions, corporate spin-offs, restructurings, and growth financings.
Doug received his MBA from Columbia University Business School in New York and BA in economics from the College of Wooster. He also completed advanced professional studies at Harvard Business School. Doug is a member of New York Athletic Club, The Union Club, The Siaconset Casino Association, and Sankaty Golf & Beach Club in Nantucket. Doug and his wife live in Manhattan and have two children.
Phone: 212-722-6547Back to top
John D. Poppe, Jr.
John D Poppe Jr is a Partner of MidCap. He has completed a wide variety of transactions including mergers and acquisitions, bank financings, and private equity investments. Throughout this career, whether completing complicated transactions, identifying value enhancing strategies, serving as a board member, or restructuring operations, John deeply enjoys collaborating with entrepreneurial, middle market business owners. John received an M.B.A. from New York University Stern School of Business. He enjoys golf, collecting vinyl, and obsessing over his fantasy baseball dynasty team when not attempting to relax at his Little Silver, NJ home with his wife of 25 years and tween daughter.
Phone: 212-722-7163Back to top
Frank J. Robertson
Frank Robertson is a Partner of MidCap. For more than 15 years he has specialized in mergers and acquisitions advisory services, with special concentration in the insurance industry sector. In addition to providing investment banking services, Frank is a founding partner of MidCap Consulting, a leading diligence provider to the insurance industry sector.
Prior to joining MidCap Advisors, Frank was associated with Akin Bay Company, LLC, New York, NY, a middle market investment bank specializing in raising capital and mergers and acquisitions. Frank also has experience with The Hartford, where he was a member of the Internal Transfers division, working in both fixed and variable annuity products.
Frank holds a Bachelor of Business Administration degree in Finance from the University of Connecticut School of Business. Frank, his wife and four children live in southern Connecticut.
Phone: 212-722-6893Back to top
Ryan B. Sanford
Ryan Sanford is a Managing Director who partners with business owners and executives to maximize the outcome of middle-market corporate finance transactions.
With close to a decade advising on mergers and acquisitions (M&A), Ryan knows how significant the sale of a family or closely held business is and leverages his experience in pre-market planning, negotiation, and due diligence to help owners execute on all phases of a transaction.
Ryan focuses primarily on the insurance and financial services industry. He has advised on sell-side transactions representing more than $500 million in value for retail brokers, MGAs, MGUs, TPAs, PEOs and Retirement advisors. In 2017, Ryan launched MidCap Consulting, providing financial due diligence and buy-side advisory services exclusively to the insurance industry. He has since advised several private equity-backed serial acquirers on more than $300 million of M&A.
Ryan holds a BSBA in Accounting from Bucknell University. He and his wife live in Mamaroneck, NY.
Phone: 212-722-6714Back to top
Michael J. Fitzgerald
Michael Fitzgerald is a Managing Director who works with clients to identify value drivers and maximize the performance of their businesses, whether they’re considering a sale now or in the future.
For over 30 years Mike has advised on public and private transactions representing more than $1 Billion in value across numerous industries, including insurance & financial services; education; telecommunications & media; and business services. As a former CEO of several successful middle market companies, Mike brings his direct operating experience to each transaction. Prior to joining MidCap, Mike was responsible for mergers and acquisitions at Modern Holdings, Inc., a middle market holding company.
Mike serves on the board of NEMC, a MidCap direct investment, as well as Innova Claims Management LLC and Lors Photography, Inc. He has been an active volunteer in local educational and youth athletic organizations in New York City for over 20 years.
Mike is a graduate of Brown University with an A.B. in English, and holds a Masters of Business Administration from Stanford University.
Phone: 646-442-8368Back to top
Scott A. Yoder
Scott Yoder is a Managing Director who collaborates with middle market business owners, their families, and their advisors to develop and execute strategies that maximize transactional value in accord with their overall ownership objectives.
After working alongside business owners for 16 plus years as an operator (CFO) and witnessing his own father’s exit, Scott knows the stakes of completing a successful transaction and how wise counsel and market knowledge can drive the difference.
For almost 30 years, Scott has partnered with closely held companies in developing value growth and exit strategies and has executed over 20 successful transactions with domestic and international buyers in both the private and public markets.
Scott holds a number of certifications, including: Certified Value Growth Advisor (CVGA), Certified Merger & Acquisition Advisor (CM&AA), Certified Exit Planning Advisor (CEPA), and was previously licensed as Certified Public Accountant in Iowa (CPA).
Scott holds a Bachelor of Arts in Accounting from Goshen College.
Phone: 646-442-8367Back to top
Dax C. Cohan
Dax Cohan is a Vice President who joined MidCap Advisors, LLC New York office in 2015 working with business owners and investors. Dax provides advisory services and analysis evaluating entities on both the sell side advisory and private equity side of the firm. He also sources and originates deal flow for the direct investing arm of MidCap. Dax has worked with companies in multiple industries including manufacturing, logistics, technology, education & healthcare services.
Dax worked at growing the firm’s portfolio since joining to more than double the privately held investments including leading the portfolio’s first international investment. He is a current board member of MidCap’s portfolio company Penji, Inc. Dax worked at Fantex, Inc in 2013, a company in the digital consumer products & services industry that allows professional athletes and celebrities to file for initial public offerings (IPOs).
Dax earned his Master of Management Studies degree from Duke University’s Fuqua School of Business in 2015 and his Bachelor of Arts in History with a Certificate in Markets & Management from Duke University in 2014.
PHONE: 646-442-8364Back to top
Curtis “Chip” Loeb is a veteran CFO who now consults with CEOs, owners and boards to help them improve profits and cash flow through financial planning and management. Chip has experience in various industries and companies of different sizes and at different stages in their life cycles. Chip’s expertise includes M&A, equity and debt transactions, financial and strategic planning, financial operations and reporting, complex tax strategies and budgeting. Chip has spent much of his career in the insurance space, involved in strategic planning, operations and M&A. He was a key executive in the rehabilitation of Mutual Benefit Life Insurance Company, and has been involved on the buy side in numerous insurance transactions.
Prior to joining MidCap Advisors, Chip was the chief financial officer of SageGlass, a Minnesota-based high-tech manufacturer, where he guided the company through an acquisition by Saint-Gobain, a multinational conglomerate based in France. He led the post-acquisition integration, as well. Chip also serves on the boards of trustees of two non-profit organizations in central New Jersey.
Chip received his MBA from Harvard Business School and his BA from Washington University in St. Louis. Chip and his wife live near Princeton, NJ.
Phone: 212-722-5683Back to top
Robert S. Goodman
Robert Goodman is Vice President for Healthcare and he works with physician practices as well as other outpatient healthcare providers in support of their future plans. These plans can range from the sale to a consolidation effort to facilitating new partnerships and business combinations. The support he provides is strategic, financial and practical, and tends to involve advisory services, positioning options, growth strategies, equity raises, and a competitive process for finding the right client-focused solution.
Bob has been a hospital administrator, including as CEO where he led the hospital’s turnaround; worked in the investment banking field in a turnaround capacity; was a finance executive at an equipment leasing company financing outpatient start-ups, healthcare practices, hospitals and other healthcare businesses; and as a healthcare strategic business consultant and advisor he has written business plans, conducted turnarounds, performed due diligence services for investors and lenders, fostered the sale of several outpatient centers, and obtained debt financing and restructured debt for nearly 20 years, during which time he has had ownership and operating interests, as well as board seats, in several healthcare companies.
Bob’s volunteerism efforts include being Board Chair for the Central/Southern NJ American Heart Association starting July 1, 2020, as well as being a Board member, Treasurer, and Chair of the Finance Committees of both the Organ Procurement & Transplant Network (OPTN) and United Network for Organ Sharing (UNOS), the organization that operates the OPTN.
Bob holds a bachelor’s degree from Rutgers University and an MBA with a concentration in Healthcare Administration from Wagner College.
Phone: 512-351-7692Back to top
Donald P. Napier
Don has over 35 years of hands-on experience in the health insurance and managed care industries. His experience ranges from senior management roles in a Fortune 6 company, to managing a $1.75 billion premium equivalent insurance administrator, to providing Big 4 consulting services to progressive managed care and health insurance companies. His areas of focus are mergers and acquisitions, strategy development, operations and technology innovation, and business development.
Prior to joining MidCap Advisors, Don was a senior vice president with United Healthcare (UHC). Additionally, he served as senior executive vice president of POMCO, leading the sale of POMCO to UHC. During his time at POMCO, he served in various functional leadership positions, including Chief Operating Officer. Don also operated a consulting practice where he worked in various roles, including: CIO for a managed care health plan; Ernst & Young Management Consulting, as a senior manager advising numerous managed care clients; and Blue Cross Blue Shield of Massachusetts, as Consulting Director, National and Major Business division.
Don is a graduate of Clarkson University with both his MS in Industrial Management and his BS in Marketing and Management, with Law. He served on the Board of Directors for HM Insurance Group, United Concordia Insurance Company and Syracuse City School District Educational Foundation. He currently serves on the United Way of Central New York and CNY Works. Don and his family live in Syracuse, NY.
Phone: 646-442-8373Back to top
Jeffrey Brenner is a highly accomplished senior executive with more than 35 years of experience in managing the financial and operational functions of major corporations as well as small & midsize entrepreneurial companies.
Prior to joining MidCap Advisors, Jeff served as an outsourced Controller, CFO and overall adviser to small, emerging and middle market public and private. Jeff’s focus on increasing profitability, increasing cash flow and increasing operational efficiency, enables him to formulate big picture strategy with the details needed to achieve the best results for every client. His detailed focus on profits, processes, people and products that he brings to each client has produced consistent results.
During Jeff’s career he held the positions of CFO & COO of IBS Interactive, an Internet company he took public. In addition, he was CFO of Database America, a major direct marketing database company, and was Director of Finance and Administration, Employer Services Division, for ADP Inc. At these companies Jeff was responsible for the areas of finance, HR, technology, marketing, customer service, and sales.
In 2012 Jeff was nominated and selected as a finalist for the NJBIZ “CFO of the Year” award for private companies up to $50 million in revenue.
Jeff earned his BBA degree from George Washington University in Marketing and Finance and his MBA from City College of New York in Accounting.
Jeff grew up in New York and currently resides in Somerset New Jersey.
Phone: 646-442-8370Back to top
Tony Leonard is a Vice President of MidCap Advisors, LLC working with Retirement and Wealth Advisory firms. Tony has over 30 years of experience, knowledge, and a unique perspective in all aspects of the Retirement and Wealth Advisory firms’ ecosystems.
Before joining MidCap Advisors, Tony worked at Wise Rhino Group, where he was involved in numerous transactions involving Retirement and Wealth Advisory firms on the buy and sell-side. Before that, he spent parts of his career with OneAmerica Retirement Services, New York Life Investment Management, Putnam Investments, and SEI Investments.
Tony holds a Bachelor of Arts degree in Economics from the University of Notre Dame. Tony is an avid outdoorsman and a fly-fishing fanatic. He resides in Orlando, Florida.
Phone: 704-929-8414Back to top
Chad Morgan joined MidCap Advisors, LLC (MidCap) in 2020 as Vice President. His responsibilities include buy-side due diligence consulting, merger & acquisition (M&A) advisory, financial management consulting, and valuation services. He also focuses on new business development and a variety of client services and insurance industry-related best practices.
Throughout his career, Chad has prepared various equity, fixed income / debt, and derivative securities valuations, and he brings with him more than a decade of experience with financial advisory services and valuation opinions in connection with mergers, acquisitions, divestitures, recapitalizations and restructuring, as well as tax and financial reporting.
Prior to joining MidCap, Chad was a Vice President and National Valuation Practice Leader with Marsh, Berry & Co., Inc. (MarshBerry). Additionally, he was previously a Vice President with Willis North America in their San Diego Executive Risks Practice and an Assistant Vice President with Marsh & McLennan in their San Diego FINPRO practice.
Chad holds a bachelor’s degree in business administration, with a major in finance, from the University of Arizona. He also graduated from Creighton University with a master’s degree in security analysis and portfolio management. Chad and his family reside in Rancho La Costa, Carlsbad, CA..
Phone: 858-345-0135Back to top
Michael P. Sullivan
Michael Sullivan is an Analyst who works with business owners to maximize value and ensure that transactions are executed as smoothly as possible.
Michael knows that entrepreneurs already need to be experts on a dozen different topics just to keep their businesses growing and believes that the banker's job is to support across as many areas as possible: from transaction execution to exit planning to organizational support, a good banker solves problems that their client didn't even know to ask about.
Michael has supported owners and management teams in a wide variety of industries and situations. Michael has worked with rapidly growing insurance agencies looking to take the next step, a regional manufacturing and processing plant reorganizing their core business, and everything in between.
Michael holds a BA in mathematics and philosophy from Yale University.
Phone: 646-442-8371Back to top
Geuntae Jang is an analyst who enhances the experience of client companies and demonstrates the value of the firm’s expertise and attributes, by working as a team member in a wide range of responsibilities targeting the financial needs of clients. Geuntae’s solution-oriented and collaborative approach are key strengths that help achieve MidCap’s mission of producing the highest value possible for you.
Geuntae co-launched a successful casual dining restaurant and worked as a financial analyst at LG Electronics, with a focus on cash and inventory.
Geuntae received an Executive Education Certificate for data analytics from the Fu Foundation School of Engineering and Applied Science at Columbia University and has passed CFA Level I Exam.
Geuntae graduated magna cum laude with a B.S. in Finance from St. John’s University.
Phone: 646-442-8372Back to top
Brandon J. Bisack
Brandon Bisack is an Analyst who uses a team first approach in assisting MidCap’s directors in helping clients reach their financial goals.
With experience working on several sell-side and buy-side engagements, Brandon is adept at creating value, working collaboratively and embracing challenges to enhance efficiencies for MidCap.
Prior to MidCap, Brandon worked as a financial summer analyst at UBS.
Brandon holds a bachelor’s degree in Finance & Data Analytics from the University of Connecticut.
Phone: 646-442-8373Back to top