“Top 10 Mergers & Acquisitions Firms”
Awarded by Financial Services Review Magazine
"Top 8 Deals of 2023"
Axial Advisor Industry Award
Groce, Rose & Moore, LLC
Scott Meyers
Strategic Alliance Advisor
Scott has worked in a multitude of markets including high tech and cutting-edge software, mission critical and intelligent systems in the defense sector, and automotive industry. His experience includes delivering financial & operational excellence, M&A and divestitures, transformation & change management, financial management, strategic & business planning, and startup to success.
Roxy Holt
Director
Roxy is a Business Strategist with over 20 years of experience specializing in Business Process Outsourcing, Operations Management, Client Experience, remote Staffing/ Recruitment, and Call Center Management. She worked for several Fortune 500 companies, then transitioned as an Integrator. She has been providing cost-effective solutions for small and medium organizations.
Michael Cleary
Senior Executive Advisor
Mike is a seasoned Global Investment and Financial Services Executive. He has spent his entire career in the financial services industry in a multitude of positions including PE management, investment banking, investor relations, sales, marketing, & fundraising.
Richard Coppage
Finance Director
Rich is a Certified Management Accountant and CFM. His work experience includes finance positions with companies such as Merrill Lynch, Morgan Stanley, Starwood Hotels & Resorts, and four technology startup companies in which he helped raise significant venture capital.
Strategic Alliances are a critical component that allows businesses to gain additional customers, grow in unfamiliar markets and sell more products or services. We are seeking those partnerships to help benefit all those involved. Groce, Rose & Moore, LLC currently works with private equity firms, corporations, family offices and individuals. Contact us today to find out if we have the synergies to be better and stronger together.
Ian Pullar
Business Development Manager
Ian is an emerging talent in the realms of Computer Science and Business Management. Majoring in Computer Science with a minor in Business Management, Ian’s educational journey is marked with distinction. Awarded a competitive scholarship to Truman State University, he has also broadened his horizons with a study abroad stint at Roehampton State University in London. He's not just a scholar but also a professional football player based in London and is a dedicated volunteer for Habitat for Humanity.
Robert Hodges
Senior Executive Advisor
Rob’s work experience includes leadership roles in STMicroelectronics, COO of a MedTech startup which was acquired, and as an investor before founding Proficio Consulting. He has 35+ years of operational experience and has been involved in various M&A transactions both as an investor and an investee.
Larry Shull
Textile Specialist
Larry is a well-known Textile Specialist with over 30 years' of experience in the industry undertaking major roles in plant management and sales of machinery both domestically and internationally. He has expertise in plant appraisals of machinery, equipment, raw, and finished goods inventories.
John McKenna
Director
25 + years in sales, marketing, executive development and leadership training. His work experience includes turnarounds for the trustee of a bankruptcy court. John created and sold 3 commercial sign companies. He is a public speaker, able to communicate effectively with diverse groups.
Matthew Harris
Senior Executive Advisor
Matthew is a career tech entrepreneur having worked around the globe for the past 25 years. Though-out this time he has been involved in a range of M&A transactions (buy and sell-side) in the US, Europe, the Middle East and Asia. Matthew is based in Europe and is particularly interested in cross-border transactions.
Kate Georgen
Senior Executive Advisor
Kate is an accomplished Acquisitions and Divestitures executive with 25 years of healthcare Business Development experience at J&J. Kate was instrumental in building value for all deal stakeholders. Kate holds a BS in Biology from Notre Dame and an MBA in Healthcare Management from Wharton School of Business
Paul Moore
Emeritus Senior Partner
Paul Moore was a lieutenant in the U.S. Navy. He was founder of ADCON Adhesives and after its' sale to Parker Chemicals, became a VP for Henkel Adhesives. Later, Paul became a VP for Carolina Polymers and negotiated their sale to HB Fuller.
John Wilber
Senior Executive Advisor
John is a seasoned leader with 35+ years as an intelligence analyst, program manager, programming/ budget execution, and a strategic advisor. He was an Agency Regional Director with additional experience in real estate, wireless telecommunications, and consulting. John has an advanced degree in Information & Telecommunications Systems for Business from The Johns Hopkins University.
Pamela Clark
Director
Pamela’s professional experience includes executive roles as Director of Business Development, VP of Financial Affairs, and Buyside M&A Intermediary. She has 20+ years’ experience in leadership roles within business management, M&A, and the financial services industry.
Bob Cumming
Director
Bob's work experience includes multiple leadership roles at City Investing, NYSE and as President of Calfont Corp & Shoplin Industries which were multiple-national private equity holding companies. Each of the organizations grew substantially through M&A.
Diane E. Estner
Senior Executive Advisor
Diane is passionate about driving business growth and fostering innovation. She brings over 30 years experience within global hospitality technology as a strategic advisor, entrepreneur, and board member. As a global go-to-market strategist, she has advised a diverse range of organizations, from startups to multinational corporations, empowering them to navigate complex markets and achieve sustainable success. Her keen understanding of market dynamics, coupled with a strategic mindset, has enabled her to guide numerous companies through pivotal growth phases, positioning them for long-term prosperity.
David Kopplin
Managing Director, Corporate Finance & Strategy
David is an accomplished Financial Executive with 20 years’ experience in corporate finance, investment banking and M&A transactions. He has been involved in numerous strategic initiatives including acquisitions, divestitures, mergers, joint ventures and large-scale infrastructure projects.
Warren Rose
Senior Partner
Warren's work experience includes a multitude of M&A positions with Core-Mark, Int'l & Global Alliance. He was also the president of Vorus Biopower before becoming president of APP-solute Marketing. Warren sits on the board of several non-profits.
PHILANTHROPY:
What good would come from all this work, if we didn't give back?
Groce, Rose & Moore quite simply believes in helping others. Our partners and staff support the following causes/non-profits and ask you to find your passion in giving, then follow your heart.
Jaime Fonseca
Senior Executive Advisor
Jaime’s professional experience includes diverse roles as Consultant of Business Development and Sales, such as the metal industry, environmental industry, entertainment industry and education . He has 25+ years’ experience in leadership roles within business management; His experience has led him to work with companies across various markets such as Latin America, North America and Southeast Asia. He is fluent in Spanish, English and French
Ed Daniels
Strategic Alliance Advisor
Ed works with organizations to enhance technology and improve organizational effectiveness. His skills and experience include management, consulting, IT and project management. Ed has been a Co-founder, COO, CEO, President, VP and held other top management positions. He is an author and has been a Fire Chief, Deputy Chief, Captain, Lieutenant and Firefighter. Ed is also a Black Belt in martial arts and has an M.S. in Industrial Engineering and a B.A. in Psychology.
Harry Walls
Director
Harry is a Global Senior Executive with a background in Healthcare, TeleHealth, MobiHealth, Remote Patient Monitoring, IoT, Cloud Managed Services, Intelligent Communications, SaaS, Solutions, Wearable Technology, and Global M&A of industry companies.
Robert Shinn
Senior Executive Advisor
Rob is a seasoned Investment Banker with 20+ years' of experience. He is focused on fintech, IT, agtech, and media & entertainment. Rob is a financial and industry research specialist, financial modeling and deal making & structuring expert.
Carla Miaule
Senior Executive Advisor
Carla has 25 years of experience in business and real estate investment. As a former VP of the largest privately held REIT in the U.S. and Managing Director of an off-balance sheet financing company, Carla’s total transaction value exceeds $5 billion. She is an avid mentor to various startup organizations and has an Executive MBA from Pepperdine University’s Graziadio School of Business and Management
Billy McDougal
Senior Executive Advisor
Billy has 20+ years' experience in M&A, financial analysis, modeling, budgeting and strategic planning. He is an energetic leader, able to communicate effectively with a diverse group of professionals.
Bob Pullar
Senior Executive Advisor
Bob is a Certified Information Systems Auditor and a Project Management Professional. He has worked for IBM and multiple Denver-Based venture capital firms. Bob was a management consultant for KPMG, then co-founded the Axis Private Equity Group.
INTERNATIONAL MERGERS, ACQUISITIONS, CONSOLIDATIONS, BUSINESS VALUATIONS,
FINANCIAL & STRATEGIC SERVICES
Dennis B. Groce
Senior Partner
Dennis was founder and Managing Director of Groce Capital Management, LLC. His past professional licenses included Series 6, 7, 63 and 65 as a Registered Investment Advisor. He is a member of numerous civic organizations.