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Team

Investment Banking, Consulting and Legal Professionals

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We have a unified, multi-disciplinary team of in-house investment banking, consulting and legal professionals* 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, legal* 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.
Mike Harden Headshot

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

Michael R. Holzman

Senior Managing Director
C. (202) 531-6696
MHolzman@AmbroseAdvisors.com

As a senior managing director of AmbroseAdvisors™, Michael counsels business owners of closely held businesses with liquidity strategies and business succession planning. He specializes in employee stock ownership plans (ESOPs) and their many diverse applications. 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

Christopher T. Horner II

Managing Director
C. (202) 642-0633
CHorner@AmbroseAdvisors.com

Chris is a managing director of AmbroseAdvisors™ and has dedicated his career to counseling shareholders, boards of directors, and executives of closely held businesses in connection with liquidity strategies and business succession planning. Read More
Phillip Chou

Phillip Chou

Senior Managing Director
C. (949) 910-7888
PChou@AmbroseAdvisors.com

Phillip is 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 Small Headshot

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

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 headshot

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 headshot

Kashish Bhatia

Vice President
D. (310) 710-7121
kbhatia@ambroseadvisors.com

Kashish is a vice president at Ambrose Advisors. His primary responsibilities include capital raising, debt structuring, and execution of corporate finance transactions for Ambrose Advisors’ investment banking division. Read More
Jason Chen Headshot

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

Danae L. De Ley is a Certified Public Accountant. She received her Bachelor of Science in Business Administration with an emphasis in Accounting from California State Polytechnic University, Pomona. Danae brings extensive accounting firm experience. Read More

Miguel A. Mazzilli, CPA, QKA

Manager
D. (951) 905-1916
MMazzilli@AmbroseAdvisors.com

Miguel Mazzilli is a Certified Public Accountant in California. He earned his Master’s Degree in Business Administration from the University of California, Riverside, and he received his Bachelor of Science Degree in Accounting from Universidad Argentina.Read More