Team
Investment Banking, and Consulting Professionals
We have a unified, multi-disciplinary team of in-house investment banking, and consulting to provide a complete and comprehensive sell-side solution to our clients. Our diverse team of professionals advise and assist private business owners in selling their businesses, procuring capital and assessing the value of their businesses. In addition to selling businesses to strategic and financial buyers, our team can execute sales of all or a portion of a business to its management team and employees using sophisticated and customized Employee Stock Ownership Plan (ESOP) buyout and M&A strategies, creating a tax-effective, dynamic and staged succession plan for business owners. While you may already have relationships with established banking, and accounting professionals, our team has unique skills that will augment your existing advisor’s experience to get a transaction completed on time, on budget and with maximum value to shareholders. Through our ESOP third-party administration practice, we are able to maintain an ongoing relationship with the businesses we have served.
Michael Harden, CPA, CFA
Senior Managing Director
C. (949) 939-2686
MHarden@AmbroseAdvisors.com
Michael Harden is a senior managing director at AmbroseAdvisors™. He leads Ambrose’s Investment Banking division. Since 1993, he has experience in accounting, mergers, acquisitions, financings and ESOP buyouts. Read More
Marcus R. Piquet, CPA
Senior Managing Director
D. (951) 905-1977
MPiquet@AmbroseAdvisors.com
Marcus helped to establish the predecessor to Ambrose ESOP Advisors, LLC in 2002, initially as a response to demand for better Third-Party Administration services from the ESOP clients of its sister CPA firm. Read More
Phillip Chou
Senior Managing Director
C. (949) 910-7888
PChou@AmbroseAdvisors.com
Phillip is one of the co-founders and a senior managing director at Ambrose Advisors. He has over 20 years of relevant experience in investment banking and corporate strategy/development. He has advised clients across a wide spectrum of industries in the structuring and execution of ESOP buyouts, mergers & acquisitions, capital raising and valuation projects. Read More
Mark J. O’Keefe
Senior Managing Director
C. (310) 291-0229
MOkeefe@AmbroseAdvisors.com
Mark O’Keefe is a senior managing director at AmbroseAdvisors™. Since 1993, he has experience in mergers, acquisitions, debt and equity financing and financial restructuring. Read More
Manny Calzon III, CRPC
Managing Director
C. (813) 334-6475
mcalzon@ambroseadvisors.com
Manny is a Managing Director at AmbroseAdvisors. His career in ESOP advisory services began in 1998 when he first utilized this unique, tax-efficient tool to provide a business owner client with the ability to sell his company in stages. Read More
Brian Humenesky, CFA
Managing Director
D. (214) 556-1659
BHumenesky@AmbroseAdvisors.com
Brian is a managing director at AmbroseAdvisors™. Since 2005, he has experience in M&A, corporate finance, valuation, corporate strategy and development. He is responsible for management and execution of M&A and Corporate Finance transactions across… Read More
Brandon Ralph
Vice President
D. (310) 710-7121
BRalph@ambroseadvisors.com
Brandon is a vice president at Ambrose Advisors. Since 2007, he has had relevant experience in commercial banking, leveraged finance, mezzanine lending, and buy-side M&A. Read More
Kashish Bhatia
Vice President
D. (310) 710-7121
kbhatia@ambroseadvisors.com
Jason Chen
Vice President
D. (626) 708-8864
JChen@ambroseadvisors.com
Jason serves as Vice President at Ambrose Advisors, bringing over eight years of experience in ESOP, mergers & acquisitions, corporate finance, valuation, corporate strategy, and financial consulting. Read More
Danae L. De Ley, CPA, QPA
Manager
D. (951) 905-1902
DDeLey@AmbroseAdvisors.com
Miguel A. Mazzilli, CPA, QKA
Manager
D. (951) 905-1916
MMazzilli@AmbroseAdvisors.com