Our People
Viking Culture
Our team includes former business owners with years of various industry, banking and real estate experience, along with a marketing specialist. Viking Mergers & Acquisitions has established a proven formula for success and we strictly adhere to that formula. We are committed to providing exceptional service to our clients, and our team members work collaboratively to ensure that every deal we facilitate meets the unique needs and goals of our clients.
Partners
Charlotte, NC OFFICE
Jay Offerdahl
President
Jay’s father, Brad, was a serial entrepreneur growing and selling 3 of his own businesses. Brad saw an opportunity to take his real-world knowledge to...
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Tampa, FL OFFICE
Larry Lawson
President, Florida Division
Throughout the Southeast, Larry closed over 350+ transactions. Additionally, he sourced and raised funding for the buyers in excess of $900 million. D...
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Washington, DC OFFICE
Mark Ajamian
Managing Partner
Mark leads Viking Mergers & Acquisitions for the Washington, DC-metro area supporting business owners with sell-side and valuation advisory servic...
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Charlotte, NC OFFICE
Robert Aliota
Partner
Robert joins Viking Mergers & Acquisitions with 35 years of business experience and a successful entrepreneurial career. At 29, driven to build his o...
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Tampa, FL OFFICE
Christian Aunspaugh
Partner
Christian is a Partner at Viking Mergers & Acquisitions. His experience at Viking includes facilitating transactions from initial exit strategy...
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Charlotte, NC OFFICE
Trevor Crocker
Partner
Trevor comes to Viking Mergers & Acquisitions with over 19 years of operational leadership experience in Corporate America, where he was a managemen...
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Charlotte, NC OFFICE
Mike Donahue
Partner
Mike comes to the Viking team with over 30 years of leadership and entrepreneurial experience in accounting and finance, operations, and sales. He...
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Baltimore, MD OFFICE
Rob Flack
Managing Partner
Rob is the Managing Partner of Viking’s Baltimore, MD office. With over 30 years of experience, he has played a key role in numerous M&A transactions...
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Nashville, TN OFFICE
Kyle Kerrigan
Managing Partner
Kyle has over 10 years of experience in leading successful transactions in both the public and private sector. He came to Viking after leading internation...
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Charleston, SC OFFICE
Ben Knight
Managing Partner
A native of Richmond, VA, Knight graduated with a Bachelor of Arts in Economics from Hampden-Sydney College. He spent a year as an assistant...
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Tampa, FL OFFICE
Larry Lawson III
Partner
Tripp Lawson grew up in a family of entrepreneurs spanning five generations of business owners. As a Partner, Tripp works closely with business owners,...
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Asheville, NC OFFICE
Jeff McKeehan
Managing Partner
Jeff McKeehan, before joining Viking, enjoyed success as the President and Co-Owner of EHD Technologies, a nationally recognized and award-...
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Fort Lauderdale, FL OFFICE
Alan Misale
Advisory Board Member
Alan Misale has been working with entrepreneurs to facilitate successful exit strategies and business transactions for over 30 years. As a former owner...
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Houston, TX OFFICE
Coleman Payne
Managing Partner
Coleman is the co-leader of Viking’s Houston office, along with his brother, Jackson. Over the course of his 17+ year career, Coleman has led over $100...
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Atlanta, GA OFFICE
Jackson Payne
Managing Partner
Jackson spent the first 28 years of his life chasing his basketball dreams. After playing at The George Washington University and Christian Brothers...
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Dallas, TX OFFICE
Andrew Rehwinkel
Managing Partner
Andrew has spent most of his 20 year career working on both sides of the M&A table. From assisting business owners in the sale of their...
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Greenville, SC OFFICE
Merrell Stout
Managing Partner
Merrell leads Viking Mergers and Acquisitions efforts in the Greenville/Spartanburg, Upstate South Carolina market. Merrell comes to Viking with...
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Charlotte, NC OFFICE
Mark Urbania
Partner
Mark has spent most of his 30-year career working with large and small private equity owned companies preparing businesses for sale and...
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Philadelphia, PA OFFICE
Geoff Veale
Managing Partner
Geoff brings more than 25 years of experience, combining the sophistication of large-scale private equity and investment banking with a hands-on...
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Raleigh, NC OFFICE
Dan Wilson
Managing Partner
Dan Wilson comes to Viking with an extensive background in entrepreneurship and IT service and support as the previous owner and founder of...
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Austin, TX OFFICE
Matt Gold
Associate Partner
Matt joined the Houston Viking office with eight years of experience across early stage and mature organizations in the Automotive and Commercial...
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Fort Lauderdale, FL OFFICE
Andrew Hakkarainen
Associate Partner
Andrew was born in Atlanta, Georgia, and grew up in Tampa, Florida. He attended Florida State University’s College of Business and received his...
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Asheville, NC OFFICE
Eric McKeehan
Associate Partner
Eric McKeehan comes to Viking M&A as a seasoned veteran of small business administration, financial management, sales, marketing and strategic...
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Asheville, NC OFFICE
Kyle Valentine
Associate Partner
Kyle leads Viking’s efforts in the East Tennessee market. He joins the team with 10 years of business development and recruiting experience. Kyle has...
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Support Team
Charlotte, NC OFFICE
Amanda Uher
Director of Communications
As Director of Communications, Amanda Uher leads Viking M&A’s communications and content strategy to support the firm’s brand, growth, and thought...
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Charlotte, NC OFFICE
Mary Lou Winn
Director of Operations
Mary Lou plays a key role in managing and supporting many aspects of Viking’s internal operations. She wears many hats, including...
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Charlotte, NC OFFICE
Lexie Crouch
Brand Manager
As Brand Manager at Viking Mergers and Acquisitions, Lexie Crouch is a driving force behind the company’s visual brand identity. Her strategic...
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Tampa, FL OFFICE
Jenifer Garcia
Office Manager
Jenifer is originally from Louisville, Kentucky and has been a Florida native for the past 29 years. Jenifer is married and has two daughters and five...
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Tampa, FL OFFICE
Pilar Lugo
Marketing & Support Manager
Pilar Lugo joins Viking Mergers & Acquisitions as the Marketing & Support Manager, bringing a strong foundation in marketing strategy, business...
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Charlotte, NC OFFICE
Bernadette Mohamed
Client Services Manager
Bernadette Mohamed joined the Viking Mergers & Acquisitions Team in January 2022, as the Client Services Manager. She brings over 25 years of...
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Tampa, FL OFFICE
Frances Romero
Client Services Specialist
Frances Romero was born in Puerto Rico and moved to New York City with her family at the age of 10 years old. After getting married, Frances relocated...
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Nashville, TN OFFICE
Gaige Ryan
Financial Analyst
Gaige Ryan joined Viking Mergers in 2023 as an intern. After graduating, his passion for mergers and acquisitions, financial analysis, and innovative...
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Charlotte, NC OFFICE
Mitchell Urbania
Financial Analyst
Mitchell joined Viking’s Charlotte office as a Financial Analyst in Fall 2024, supporting advisors across all Viking offices with business valuations,...
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Advisors
Richmond, VA OFFICE
David Bogart
Senior Advisor
David joins to launch and help lead Vikings M + A efforts in the Southeastern Virginia market. He joins the team with 35+ years in the technology field (23...
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Charlotte, NC OFFICE
Todd Bokus
Senior Advisor
Todd comes to Viking Mergers & Acquisitions with over 18 years of Investment Banking experience in successful sell-side, buy-side, and capital-raising...
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Asheville, NC OFFICE
Chris Buehler
Senior Advisor
Chris Buehler is a versatile entrepreneur and technologist, with experience in diverse industries including IOT, medical devices, telecommunicatio...
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Houston, TX OFFICE
Brett Davis
Senior Advisor
Brett joins Viking from a career of IT Program Management of over 23 Divestitures in multiple industries. Brett has worked in many different...
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Charlotte, NC OFFICE
Jeff Edge
Senior Advisor
Jeff joined the Lake Norman office of Viking Mergers & Acquisitions in 2017 after a successful 34-year career in the economic development professi...
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Richmond, VA OFFICE
Phillip Elliott
Senior Advisor
As a business intermediary with Viking Mergers & Acquisitions, Phillip helps clients confidently navigate the complexities of buying and selling...
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OFFICE
Phil Hagey
Senior Advisor
Phil has over 30 years of experience as a real estate broker, entrepreneur and intermediary. Phil started a real estate company, building it into a successful...
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Raleigh, NC OFFICE
Brad Holman
Senior Advisor
Brad Holman brings over 18 years of experience in financial strategy, entrepreneurial leadership, and client advisory services, with a deep focus on serving...
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Tampa, FL OFFICE
Bud Hunt
Senior Advisor
Kyle has over 10 years of experience in leading successful transactions in both the public and private sector. He came to Viking after leading internation...
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Nashville, TN OFFICE
Reed Kelly
Senior Advisor
Reed grew up in Dyersburg TN and graduated from The University of Tennessee in Knoxville. Upon graduation he began his career as a Financial...
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Tampa, FL OFFICE
Robert Lugo
Senior Advisor
Born and raised in Florida, Robert grew up in a family of entrepreneurs. His family owned an educational business serving Tampa Bay for 23...
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Fort Lauderdale, FL OFFICE
Mike McCoy
Senior Advisor
Mike McCoy comes to Viking as a licensed CPA with a diverse background working with both large and small companies, beginning his career as a Senior...
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Raleigh, NC OFFICE
Tim McGlone
Senior Advisor
Raised in an Army family, Tim went on after college to serve as an Army Aviation officer; serving most of his time in Germany. Upon exiting the service, he...
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Tampa, FL OFFICE
Jacob Middleton
Senior Advisor
Jacob is a solid addition to the Viking team. Jacob works out of the Tampa Office serving in a key role by providing transactional support to Viking M&A...
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Charlotte, NC OFFICE
Keenan Moran
Senior Advisor
Keenan brings over 30 years of successful business experience to Viking with over 20 years in Senior Management positions including CEO, President...
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Richmond, VA OFFICE
Paul Prestegaard
Senior Advisor
Paul comes to Viking after an accomplished 30+ years in specialty pharmaceuticals, operating room disposables, and capital equipment. Over the cours...
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Charleston, SC OFFICE
Michael Purcell
Senior Advisor
Michael Purcell joins Viking Mergers & Acquisitions as a Senior Advisor, bringing a wealth of leadership experience from a career spanning Fortune 500...
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Charlotte, NC OFFICE
Brando Reyna
Senior Advisor
Brando comes to Viking with over 20 years experience in investment management. Most recently he served as the Chief Investment Officer...
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Charleston, SC OFFICE
Jimmy Span
Senior Advisor
Mr. Span has been assisting business owners with the sale of their businesses since 2010 and joined Viking Mergers & Acquisitions in 2022. His current...
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Raleigh, NC OFFICE
Steve Watkins
Senior Advisor
Steve brings a blend of leadership from Capitol Hill, combat zones, and the business world. A former U.S. Congressman, eight-year combat veteran, and...
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Charleston, SC OFFICE
Mike Wills
Senior Advisor
Previously, Mike was a Director in PwC’s Deals Consulting practice providing M&A, valuation, and corporate finance expertise to clients ranging from...
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Houston, TX OFFICE
Donnie Adams
Advisor
Donnie is a dynamic serial entrepreneur with a proven track record of success in the E-commerce and technology space. He brings a wealth of...
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Houston, TX OFFICE
Roger Aguilar
Advisor
Roger is a seasoned finance professional, with over 25 years of international experience in leading Consulting, Corporate Finance, M&A, Treasury and...
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Houston, TX OFFICE
Nick Childs
Advisor
Nick joins Viking M&A with over 12 years of real estate experience where, for the past 8 years, he focused on light industrial, multifamily, and...
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Austin, TX OFFICE
Zach Curtis
Advisor
Zach Curtis brings a strong combination of entrepreneurial experience, technical expertise, and project management leadership to help expand the...
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Charlotte, NC OFFICE
Michael Elliott
Advisor
Michael joins the Charlotte office of Viking Mergers & Acquisitions. Prior to joining Viking, Michael was an Investment Lead and Operating Partner for a...
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Charlotte, NC OFFICE
Haydn Flores
Advisor
Haydn was born in Toronto, Canada before his family immigrated to Massachusetts at an early age. He then moved to Charlotte, North Carolina in 200...
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Tampa, FL OFFICE
Ian Giovinco
Advisor
Ian Giovinco was born and raised in Tampa, Florida. He graduated from Jesuit High School in 1984 and Florida State University in 1989 where he attained a...
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Nashville, TN OFFICE
Ben Locke
Advisor
Born in Cincinnati, Ohio, Ben grew up playing soccer, receiving a scholarship to play at North Carolina State University. He spent two years in...
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Tampa, FL OFFICE
Cody Mizelle
Advisor
Cody Mizelle brings more than a decade of experience in real estate finance, acquisitions, and investment management to Viking Mergers &...
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Atlanta, GA OFFICE
Max Moody
Advisor
Max is an Advisor with Viking Mergers & Acquisitions with a broad professional background that includes experience in politics, sports, M&A...
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Tampa, FL OFFICE
Tom Murphy
Advisor
Born and raised in St. Petersburg, Florida, Tom attended the University Florida, where he obtained Bachelor of Science in Accounting and Master of...
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Austin, TX OFFICE
Ben Omonira
Advisor
Ben is a driven and accomplished professional with a dynamic blend of M&A expertise and entrepreneurial spirit. With almost 3 years of...
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Tampa, FL OFFICE
Max Roix
Advisor
Born and raised in Seminole, Florida, Max attended Florida State University where he obtained a Bachelor’s degree in Business Management and a...
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Tampa, FL OFFICE
Dylan Bradley
Associate Advisor
Dylan is a fourth-generation Florida native, born and raised in Land O’ Lakes. He graduated Cum Laude from Florida State University with a Bachelor of...
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Charlotte, NC OFFICE
Franco Cacciuttolo
Associate Advisor
Originally from Massachusetts, Franco lived in Chile during fourth and fifth grade and later moved to Maryland to attend the University of Maryland,...
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Charlotte, NC OFFICE
Ryan Finn
Associate Advisor
Ryan joined Viking Mergers & Acquisitions in 2022, initially serving as an Analyst where he led the firm’s business valuation efforts. In this role, he conducted...
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Tampa, FL OFFICE
Jake Iacovella
Associate Advisor
Jake Iacovella is an Associate Advisor at Viking Mergers & Acquisitions, where he assists members of the Viking transaction team in helping business...
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Charlotte, NC OFFICE
Conrad Nelsen
Associate Advisor
Conrad was born in Waxhaw, NC, and has lived there his entire life. Conrad attended Appalachian State University, where he graduated with Summa...
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Fort Lauderdale, FL OFFICE
Joe Northcott
Associate Advisor
Born and raised in Leesburg, Florida, Joe is a proud alumnus of Florida State University, where he earned dual bachelor’s degrees in Finance and Accountin...
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Dallas, TX OFFICE
Nasir Pooran
Associate Advisor
Born in Georgetown, Guyana, Nasir is a first-generation college graduate who earned his Bachelor of Business Administration in Finance from...
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